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Hixon Zuercher, LLC

● SEC registered since 2017CRD 123465SEC# 801-111071Findlay, OH
Export (members)
Reg. AUM
$412.1M
Employees
11
Accounts
1,476
Location
Findlay, OH

Hixon Zuercher, LLC assets under management

Hixon Zuercher, LLC is an investment advisory firm registered with the SEC based in Findlay, OH. The firm has been registered since 2017. It reports $412.1 million in regulatory assets under management and employs 11 people.
www.instagram.com/hzcapitalView on SEC.gov ↗

Hixon Zuercher, LLC owners & executives

2 reported
NameTitleOwnershipSince
Anthony J. Hixon ControlPartner/Chief Operating OfficerOver 75%2003
Joshua W Robb ControlChief Compliance Officer/Director Of Financial Planning25-50%2022

Frequently asked questions

How much does Hixon Zuercher, LLC manage?

Hixon Zuercher, LLC reports $412.1 million in regulatory assets under management on its Form ADV.

How many employees does Hixon Zuercher, LLC have?

Hixon Zuercher, LLC reports 11 employees.

Where is Hixon Zuercher, LLC located?

Hixon Zuercher, LLC is based in Findlay, OH and has been SEC-registered since 2017.

Does Hixon Zuercher, LLC disclose fund performance?

Hixon Zuercher, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address101 West Sandusky Street, Suite 301, Findlay, OH 45840
Phone419-425-2400
Fax419-425-3200
Office hours8:30 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$388.1M
Non-discretionary$24M
Total (RAUM)$412.1M