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HIXON ZUERCHER CAPITAL MANAGEMENT
FINDLAY, OH
419-425-2400
SEC #801-111071Total AUM
$487.7M
Employees
11Clients
390Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
101 WEST SANDUSKY STREET
SUITE 301
FINDLAY
OH 45840
United States
SUITE 301
FINDLAY
OH 45840
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
419-425-2400
Financials
Total AUM
$487.7M
Accounts
1,612Discretionary
$464.4M
Accounts
1,406Non-Discretionary
$23.3M
Accounts
206
Clients
Individual Clients
240AUM
$74.6M
HNW Individual Clients
128AUM
$364M
Pension/Profit Sharing Plan Clients
9AUM
$330.3K
Charitable Organization Clients
6AUM
$5M
Investment Advisor Clients
7AUM
$43.8M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
MUTUAL FUND RESEARCH SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLINMIOHSCTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.