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Hixon Zuercher, LLC

● SEC registered since 2017CRD 123465SEC# 801-111071Findlay, OH
Export (members)
Reg. AUM
$487.7M
Employees
11
Accounts
1,612
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 $487.7 million in regulatory assets under management and employs 11 people.

Hixon Zuercher, LLC owners & executives

3 reported
NameTitleOwnershipSince
Anthony J. Hixon ControlPartner/Chief Operating Officer50-75%2003
Austin A Wilson ControlCioUnder 5%2026
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 $487.7 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

Regulatory AUM

$487.7M▲ 18%
Feb '25 — $412.1MMar '25 — $412.1MApr '25 — $412.1MMay '25 — $412.1MJun '25 — $412.1MJul '25 — $412.1MAug '25 — $412.1MSep '25 — $412.1MOct '25 — $412.1MNov '25 — $412.1MDec '25 — $412.1MJan '26 — $412.1MFeb '26 — $487.7MMar '26 — $487.7MApr '26 — $487.7MMay '26 — $487.7MJun '26 — $487.7M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers

Assets under management

$487.7Mregulatory AUM
Discretionary $464.4MNon-discretionary $23.3M