You're signed outSign in or to get full access.
Hixon Zuercher, LLC
Hixon Zuercher, LLC, operating as Hixon Zuercher Capital Management, is a registered investment adviser based in Findlay, Ohio, United States. Founded in 2002, the firm provides professional wealth and asset management solutions to individuals, families, professionals, business owners, institutions, and foundations. The firm operates independently with a fee-only structure, ensuring objective fiduciary advice without commission-driven conflicts of interest. Hixon Zuercher is focused on client relationships, transparency, and goal-oriented financial planning, including investment management, retirement planning, and generational wealth stewardship. The firm employs fewer than 25 employees and serves both local and national clients.
Investment Strategy
Hixon Zuercher Capital Management employs a fee-only, client-focused investment strategy, emphasizing independence and objectivity. The firm's investment process is based on diversified portfolios comprised of mutual funds, individual stocks, bonds, and ETFs, tailored to each client's risk tolerance and financial objectives. They utilize no-load and institutional mutual funds to reduce expenses, strive for broad global diversification, and avoid proprietary product conflicts. All assets are managed in-house, with an ongoing focus on transparency, open communication, and achieving clients' long-term financial goals.
Latest 13F Filing Activity
Hixon Zuercher, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 87 equity positions with a total 13F market value of $329M. The fund increased holdings in Gen Digital Inc., Alphabet Inc., Apple Inc. among other positions. Hixon Zuercher, LLC reduced exposure to Netflix Inc., Caterpillar Inc., Goldman Sachs Etf TR among others.
Top Holdings
Equity Positions (87)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GSIE | GOLDMAN SACHS ETF TR | 7.11% | $23.3M | 567,922 | $33.54 | $41.11 | +$1.3M |
G GSLC | GOLDMAN SACHS ETF TR | 3.67% | $12.1M | 92,543 | $79.24 | $130.28 | +$1.7M |
M MSFT | MICROSOFT CORP | 3.02% | $9.9M | 19,151 | $241.63 | $517.95 | +$762.6K |
N NVDA | NVIDIA CORPORATION | 2.92% | $9.6M | 51,372 | $17.70 | $186.58 | +$1.8M |
J JPM | JPMORGAN CHASE & CO. | 2.91% | $9.5M | 30,270 | $137.05 | $315.43 | -$317.5K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more