Hixon Zuercher is an investment advisor in Findlay with $281.88 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
270025048
SEC advisor number
801-111071
FINRA CRD number
123465
AUM ?
$281.88 mm
(as of 8 May 23)
Accounts
1,344
(as of 8 May 23)
Employees
10
(6 investment advisory or research)
Office hours
Monday - Friday, 8:30 AM - 5:00 PM
Brochures
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Zuercher, Adam, C. | Member, Chief Executive Officer & Chief Investment Officer | 08/2002 | 50-75% |
| Hixon, Anthony, J. | Partner/chief Operating Officer | 04/2003 | 25-50% |
| Robb, Joshua, W | Chief Compliance Officer/director of Financial Planning | 01/2022 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Oct 24
13F-HR
Quarterly holdings report by institutional manager
30 Jul 24
13F-HR
Quarterly holdings report by institutional manager
30 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
26 Oct 22
13F-HR
Quarterly holdings report by institutional manager
12 Jul 22