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- Custodian
- American Funds ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-22-2003
- Office Locations
- 1
Office Locations
About Hixon Zuercher Capital Management
Hixon Zuercher Capital Management is an Ohio-based RIA providing specialized financial planning plus wealth and asset management for individuals, families, and institutions, with a strong retirement-readiness focus. Investment implementation leans heavily on ETFs and public funds, and the team extends its reach through ongoing thought leadership (e.g., The Wealth Mindset Show).
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANTHONY J. HIXON
CHIEF OPERATING OFFICER, Financial Advisor, General Partner, PARTNER
- CRD
- #4682979
- Ownership
- 50% but less than 75%
JOSHUA W ROBB
Chief Compliance Officer, Director, DIRECTOR OF FINANCIAL PLANNING
- CRD
- #6267004
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Jessica Anne Hinks
Wealth Advisor
- CRD
- #6732640
Chase James Rose
Wealth Advisor
- CRD
- #7496436
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $464,406,646 | $330,303 |
| Non-Discretionary | $23,304,114 | $113,127 |
| Total | $487,710,760 | $302,550 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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