HIXON ZUERCHER, LLC
Legal name: HIXON ZUERCHER CAPITAL MANAGEMENT
CRD #123465 SEC #801-111071 FINDLAY, OH 419-425-2400
SEC Registered
Total AUM
$412.1M
Discretionary
$388.1M
Employees
11
Clients
251
Accounts
1,476
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $412.1M | $388.1M | $24M | 11 | 0 |
| Feb 2025 | $412.1M | $388.1M | $24M | 11 | 0 |
| May 2024 | $345.1M | $326.8M | $18.3M | 11 | 0 |
| Feb 2024 | $345.1M | $326.8M | $18.3M | 10 | 0 |
| Aug 2023 | $281.9M | $268M | $13.8M | 10 | 0 |
| May 2023 | $281.9M | $268M | $13.8M | 10 | 0 |
| Feb 2023 | $281.9M | $268M | $13.8M | 11 | 0 |
| Jul 2022 | $299.7M | $287.4M | $12.3M | 11 | 0 |
| May 2022 | $299.7M | $287.4M | $12.3M | 11 | 0 |
| Mar 2022 | $299.7M | $287.4M | $12.3M | 10 | 0 |
| Mar 2022 | $299.7M | $287.4M | $12.3M | 10 | 0 |
| Mar 2022 | $299.7M | $287.4M | $12.3M | 10 | 0 |
| Feb 2022 | $221.8M | $217.2M | $4.6M | 10 | 0 |
| Jan 2022 | $221.8M | $217.2M | $4.6M | 9 | 0 |
| Jan 2022 | $221.8M | $217.2M | $4.6M | 9 | 0 |
| Mar 2021 | $221.8M | $217.2M | $4.6M | 9 | 0 |
| Mar 2021 | $221.8M | $217.2M | $4.6M | 9 | 0 |
| Jun 2020 | $175.6M | $172.7M | $2.9M | 9 | 1 |
| Mar 2020 | $175.6M | $172.7M | $2.9M | 9 | 1 |
| Jun 2019 | $127.4M | $125.4M | $2M | 7 | 0 |
| Apr 2019 | $127.4M | $125.4M | $2M | 7 | 0 |
| Mar 2019 | $127.4M | $125.4M | $2M | 7 | 257 |
| Mar 2018 | $122.1M | $119.9M | $2.1M | 6 | 239 |
| Sep 2017 | $110.5M | $107.2M | $3.4M | 6 | 200 |
| Aug 2017 | $110.5M | $107.2M | $3.4M | 6 | 200 |
| Jul 2017 | $110.5M | $107.2M | $3.4M | 6 | 200 |
DateJun 2025
Total AUM$412.1M
Discretionary$388.1M
Non-Disc.$24M
Employees11
Clients0
DateFeb 2025
Total AUM$412.1M
Discretionary$388.1M
Non-Disc.$24M
Employees11
Clients0
DateMay 2024
Total AUM$345.1M
Discretionary$326.8M
Non-Disc.$18.3M
Employees11
Clients0
DateFeb 2024
Total AUM$345.1M
Discretionary$326.8M
Non-Disc.$18.3M
Employees10
Clients0
DateAug 2023
Total AUM$281.9M
Discretionary$268M
Non-Disc.$13.8M
Employees10
Clients0
DateMay 2023
Total AUM$281.9M
Discretionary$268M
Non-Disc.$13.8M
Employees10
Clients0
DateFeb 2023
Total AUM$281.9M
Discretionary$268M
Non-Disc.$13.8M
Employees11
Clients0
DateJul 2022
Total AUM$299.7M
Discretionary$287.4M
Non-Disc.$12.3M
Employees11
Clients0
DateMay 2022
Total AUM$299.7M
Discretionary$287.4M
Non-Disc.$12.3M
Employees11
Clients0
DateMar 2022
Total AUM$299.7M
Discretionary$287.4M
Non-Disc.$12.3M
Employees10
Clients0
DateMar 2022
Total AUM$299.7M
Discretionary$287.4M
Non-Disc.$12.3M
Employees10
Clients0
DateMar 2022
Total AUM$299.7M
Discretionary$287.4M
Non-Disc.$12.3M
Employees10
Clients0
DateFeb 2022
Total AUM$221.8M
Discretionary$217.2M
Non-Disc.$4.6M
Employees10
Clients0
DateJan 2022
Total AUM$221.8M
Discretionary$217.2M
Non-Disc.$4.6M
Employees9
Clients0
DateJan 2022
Total AUM$221.8M
Discretionary$217.2M
Non-Disc.$4.6M
Employees9
Clients0
DateMar 2021
Total AUM$221.8M
Discretionary$217.2M
Non-Disc.$4.6M
Employees9
Clients0
DateMar 2021
Total AUM$221.8M
Discretionary$217.2M
Non-Disc.$4.6M
Employees9
Clients0
DateJun 2020
Total AUM$175.6M
Discretionary$172.7M
Non-Disc.$2.9M
Employees9
Clients1
DateMar 2020
Total AUM$175.6M
Discretionary$172.7M
Non-Disc.$2.9M
Employees9
Clients1
DateJun 2019
Total AUM$127.4M
Discretionary$125.4M
Non-Disc.$2M
Employees7
Clients0
DateApr 2019
Total AUM$127.4M
Discretionary$125.4M
Non-Disc.$2M
Employees7
Clients0
DateMar 2019
Total AUM$127.4M
Discretionary$125.4M
Non-Disc.$2M
Employees7
Clients257
DateMar 2018
Total AUM$122.1M
Discretionary$119.9M
Non-Disc.$2.1M
Employees6
Clients239
DateSep 2017
Total AUM$110.5M
Discretionary$107.2M
Non-Disc.$3.4M
Employees6
Clients200
DateAug 2017
Total AUM$110.5M
Discretionary$107.2M
Non-Disc.$3.4M
Employees6
Clients200
DateJul 2017
Total AUM$110.5M
Discretionary$107.2M
Non-Disc.$3.4M
Employees6
Clients200