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HIXON ZUERCHER, LLC

dba HIXON ZUERCHER CAPITAL MANAGEMENT · CRD 123465 · Registered Investment Adviser

HIXON ZUERCHER, LLC is a Registered Investment Adviser headquartered in FINDLAY, OH. The firm reports $487,710,760 in regulatory assets under management across 1,612 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$464,406,646
Non-discretionary$23,304,114
Total RAUM$487,710,760
Accounts1,612

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 123465. adviserinfo.sec.gov/firm/summary/123465.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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