HIXON ZUERCHER CAPITAL MANAGEMENT

101 West Sandusky Street
Suite 301
Findlay, Ohio 45840
Tel: 419-425-2400

About HIXON ZUERCHER CAPITAL MANAGEMENT

HIXON ZUERCHER CAPITAL MANAGEMENT, formally registered with the SEC as HIXON ZUERCHER CAPITAL MANAGEMENT. The firm was established in 08/31/2017. They have over 1 offices throughout the country.

HIXON ZUERCHER CAPITAL MANAGEMENT is a Findlay, Ohio based Financial Planning firm with nearly $412,135,134 assets under management, offering retirement planning & investment advisory services to 1476 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	123465
SEC#	801-111071
Assets Managed by Firm	$412,135,134
No. of Clients	1476
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (MUTUAL FUND RESEARCH SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	1476	$412,135,134
Individuals (other than high net worth individuals)	249	$86,070,552
High net worth individuals	87	$279,837,374
Pension and profit sharing plans	6	$3,477,484
Charitable organizations	6	$4,180,561
Other investment advisers	7	$38,569,163

More Retirement Planning firms in Findlay, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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