Hixon Zuercher Capital Management

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Client assets under management

$438,579,951

Clients

368

35% high-net-worth

Advisors

of 11 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

Typical

Average account size

$1,191,793

About

Hixon Zuercher Capital Management provides investment supervisory (asset management) and financial planning services to a mixed client base that includes individual investors as well as institutional clients such as investment companies, pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities. The firm offers ongoing discretionary portfolio management, one‑time financial planning, hourly and retainer engagements, and occasional non‑securities financial advice.

HZCM documents client goals in its relationship management system and uses a risk‑tolerance questionnaire to tailor strategies; most strategies primarily employ no‑load mutual funds but the firm also uses individual stocks, bonds and ETFs and applies methods such as fundamental, technical, charting and cyclical analysis. Accounts are generally managed on a discretionary basis with quarterly reviews and written updates, and trades are executed through qualified custodians under a limited power of attorney.

Noteworthy for a team of its size, HZCM serves other investment‑advisor and institutional clients and maintains a distinct institutional fee schedule, which is less common among peers. The firm also routinely prepares and distributes performance materials—issuing special reports, charts and performance reporting for client review—and conducts public workshops and life‑coaching sessions while using written promoter agreements to engage third‑party referrers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Mutual fund research services

Expertise

Cash flow / budgeting College savings (529s, UTMA, etc.)

Fee options

Fixed

Life coaching workshops are $149 or $249; private coaching sessions are $150 per hour; Retainer agreements are fixed fees based on project complexity

Percentage

$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%

Project-based

Hourly rate for limited scope planning engagements is $150 per hour

Other

Account minimum: $500,000 but waivable Minimum fee: $5,000 minimum fee for Institutional and Trust Service Fee schedules unless waived Fee-only: HZCM is strictly a fee-only investment management firm with no commissions

Main office location

Hixon Zuercher Capital Management

101 West Sandusky Street, Suite 301

Findlay OH 45840, United States

Number of offices

Most active in

Florida · Indiana · Michigan · Ohio · South Carolina · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook X Instagram Website 419-425-2400

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 provides investment supervisory services, financial planning, and asset management to individuals, including high-net-worth clients, as well as institutional clients and other investment advisers. The firm employs tailored, asset-allocation strategies using primarily no-load mutual funds, ETFs, and individual securities, and offers public educational workshops and private life-coaching services in addition to its investment management.

Cash flow / budgeting College savings (529s, UTMA, etc.)

Anthony H

Series 65

Findlay, OH

Hixon Zuercher Capital Management

Anthony Hixon is a Series 65-licensed financial advisor with 22 years of industry experience. He is affiliated with Hixon Zuercher Capital Management in Findlay, OH, and has been involved with Freedom Financial Solutions, LLC since 2003. Outside of his advisory work, he is the owner of Freedom Capital Dynamics, LLC, a general partner in a limited partnership that operates in the investment space. Hixon Zuercher Capital Management provides investment supervisory services, financial planning, and asset management to individuals, including high-net-worth clients, as well as institutional clients and other investment advisers. The firm employs tailored, asset-allocation strategies using no-load mutual funds, ETFs, and individual equities and bonds, and offers regular account reviews and detailed client communications.

Cash flow / budgeting College savings (529s, UTMA, etc.)

Chase R

Series 65

Findlay, OH

Hixon Zuercher Capital Management

Chase Rose is a financial advisor at Hixon Zuercher Capital Management with three years of industry experience. He holds a Series 65 designation and has worked at Hixon Zuercher since 2022, following roles at Freedom Enterprises and other firms. Hixon Zuercher Capital Management provides investment supervisory services, financial planning, and asset management to individuals, including high-net-worth clients, as well as institutional clients and other advisers. The firm employs tailored, asset-allocation-oriented strategies using no-load mutual funds, ETFs, and individual securities, and offers both public educational workshops and private life-coaching services.

Cash flow / budgeting College savings (529s, UTMA, etc.)

Austin W

Series 65

Findlay, OH

Hixon Zuercher Capital Management

Austin Wilson is a financial advisor at Hixon Zuercher Capital Management with seven years of industry experience. He holds a Series 65 designation and has been with Hixon Zuercher since 2018. Prior to joining the firm, he worked at Cooper Tire & Rubber Company from 2014 to 2018. Hixon Zuercher Capital Management provides investment supervisory services, financial planning, and asset management to individuals, including high-net-worth clients, as well as institutional clients and other investment advisers. The firm employs tailored, asset-allocation strategies using no-load mutual funds, ETFs, and individual securities, and offers public educational workshops and private life-coaching services.

Cash flow / budgeting College savings (529s, UTMA, etc.)

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 holds a Series 65 designation and has worked at Hixon Zuercher since 2019, following four years at Lifeplan Financial Group, Inc. Hixon Zuercher Capital Management provides investment supervisory services, financial planning, and asset management to individuals, including high-net-worth clients, as well as institutional clients and other investment advisers. The firm employs tailored, asset-allocation-oriented strategies using no-load mutual funds, ETFs, and individual equities and bonds, and offers both public educational workshops and private life-coaching services.

Cash flow / budgeting College savings (529s, UTMA, etc.)

Jordan S

CFP®

Findlay, OH

Hixon Zuercher Capital Management

Jordan Shaw is a CFP® professional with four years of industry experience. He has worked at Hixon Zuercher Capital Management since 2024 and previously held roles at Wescott Financial Advisory Group LLC and Asset Planning Services, Ltd. Shaw has experience in both advisory and educational environments. Hixon Zuercher Capital Management provides investment supervisory services, financial planning, and asset management to individuals, including high-net-worth clients, as well as institutional clients and other advisers. The firm emphasizes tailored, asset-allocation strategies using no-load mutual funds, ETFs, and individual securities, and offers public educational workshops and private life-coaching services in addition to its advisory work.

Cash flow / budgeting College savings (529s, UTMA, etc.)

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