A complete list of active advisors currently associated with Hixon Zuercher Capital Management
Warmer can help you find a great advisor at Hixon Zuercher Capital Management or one who fits your needs even better.
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.
To learn more about the advisors currently working at Hixon Zuercher Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Findlay, OH
| 9
| |
Findlay, OH
| 23
| |
Findlay, OH
| 12
| |
Findlay, OH
| 5
| |
Findlay, OH
| 8
|
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