Hixon Zuercher Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$438,579,951
Clients
368
Advisors
5
of 10 employees
About
Hixon Zuercher Capital Management is a fee-only investment management firm that provides investment supervisory services and financial planning to a range of clients, including individuals as well as investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations and other business entities. The firm offers multiple engagement types—ongoing investment advisory agreements, retainer and hourly planning arrangements—and notes it managed approximately $464.4 million on a discretionary basis as of 12/31/2025.
HZCM documents client goals and uses a risk-tolerance questionnaire to tailor strategies that typically invest in no-load mutual funds, ETFs and, when appropriate, individual stocks and bonds. The firm implements discretionary trading through custodial platforms, performs quarterly account reviews, and provides written performance materials such as portfolio appraisals, performance reports, an Insights newsletter and portfolio updates to monitor and adjust allocations.
Distinctive features in the brochure include an Institutional Fee Schedule that applies to institutional investors (explicitly naming investment advisors among institutional clients) and a stated practice of issuing special reports, charts and analytical materials that clients may use to evaluate securities. The firm also offers public workshops and private life-coaching sessions—services described with fees in the brochure—which is an uncommon supplemental offering for a team-sized advisory firm.
Client services
Expertise
Fee options
Retainer agreements charged based on amount of work involved; life coaching workshops $149 or $249; private coaching $150 per hour.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $1,500,000: 1.00% $1,500,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
$150 per hour for hourly planning engagements and life coaching private sessions.
Account minimum: $500,000 (minimum investable asset level before being considered as a new client; waivable at firm's discretion) Minimum fee: $5,000 minimum fee for Institutional and Trust Service Fee Schedules unless waived. Fee-only: Firm is strictly fee-only; no commissions accepted.
Main office
101 West Sandusky Street, Suite 301
Findlay OH 45840
Advisors at this office
5
Most active in
Florida · Indiana · Michigan · Ohio · South Carolina · Texas
Also doing business as
Freedom Financial Solutions, LLC · Hixon Zuercher Capital Management · Hixon Zuercher, LLC · Hixon Zuercher, LLC Dba Hixon Zuercher Capital Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Joshua R
Series 65
Findlay, OH
Hixon Zuercher Capital Management
Joshua Robb is a financial advisor at Hixon Zuercher Capital Management with 12 years of industry experience. He holds a Series 65 designation and has been with the firm since 2013. Hixon Zuercher Capital Management is a fee-only investment management firm that serves individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm offers tailored investment strategies using no-load mutual funds, ETFs, and individual securities, with discretionary trading and regular portfolio reviews.
Anthony H
Series 65
Findlay, OH
Hixon Zuercher Capital Management
Anthony Hixon is a Series 65 licensed advisor with 23 years of industry experience, currently serving at Hixon Zuercher Capital Management in Findlay, Ohio. He has been affiliated with Freedom Financial Solutions, LLC since 2003. Outside of his advisory role, he is the owner of Freedom Capital Dynamics, LLC, a general partner of a limited partnership. Hixon Zuercher Capital Management is a fee-only investment management firm serving individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm uses risk-tolerance questionnaires to tailor strategies investing primarily in no-load mutual funds, ETFs, and selected individual securities, and provides ongoing advisory, planning, and performance reporting services.
Austin W
Series 65
Findlay, OH
Hixon Zuercher Capital Management
Austin Wilson is a financial advisor at Hixon Zuercher Capital Management with eight years of industry experience. He holds a Series 65 designation and has worked at Hixon Zuercher Capital Management since 2018, following two years at Cooper Tire & Rubber Company. Hixon Zuercher Capital Management is a fee-only investment management firm serving individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm tailors investment strategies using client goals and risk tolerance, typically investing in no-load mutual funds, ETFs, and selected individual stocks and bonds, while providing ongoing performance reporting and client education through newsletters and workshops.
Jessica H
Series 65
Findlay, OH
Hixon Zuercher Capital Management
Jessica Hinks is a financial advisor at Hixon Zuercher Capital Management with nine years of industry experience. She has been with Hixon Zuercher since 2019 and previously worked at Lifeplan Financial Group, Inc. from 2015 to 2019. Hixon Zuercher Capital Management is a fee-only investment management firm serving individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm uses a risk-tolerance questionnaire to customize investment strategies, typically involving no-load mutual funds, ETFs, and occasionally individual stocks and bonds, and provides a range of client reporting and educational services.
Jordan S
CFP®
Findlay, OH
Hixon Zuercher Capital Management
Jordan Shaw is a CFP® professional with five years of industry experience. He is currently with Hixon Zuercher Capital Management and has previously worked at Wescott Financial Advisory Group LLC and Asset Planning Services, Ltd. His background also includes roles at Liberty University and Corning Community College. Hixon Zuercher Capital Management is a fee-only investment management firm serving individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm employs a risk-tolerance based approach to investment strategies, utilizing no-load mutual funds, ETFs, and individual securities, while providing regular portfolio reviews, performance reports, and supplemental educational materials.
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