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| Hixon Zuercher LLC
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|---|---|
| CRD # | 123465 |
| SEC # | 801-111071 |
| CIK # | 0001806752 |
| AUM | 487.7 M (2026-04-10) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 419-425-2400 |
| Address | 101 West Sandusky Street Findlay, OH 45840 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Johnson & Johnson | 12.0 | ||
| Nvidia Corp | 11.4 | ||
| Alphabet Inc | 9.9 | ||
| J P Morgan Chase & Co | 9.7 | ||
| Advanced Micro Devices Inc | 9.1 | ||
| Goldman Sachs Group Inc | 9.1 | ||
| Amazon Com Inc | 8.8 | ||
| FPL Group Inc | 8.5 | ||
| Microsoft Corp | 8.2 | ||
| Apple Inc | 8.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 240 | 74.6 |
| (b) Individuals (high net worth individuals) | 128 | 364.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 0.3 |
| (h) Charitable organizations | 6 | 5.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 7 | 43.8 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,612 | 487.7 |
| By Discretionary | ||
| Discretionary | 1,406 | 464.4 |
| Non-Discretionary | 206 | 23.3 |
| Total | 1,612 | 487.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.2 | |
| United States Persons | 485.5 | |
| Total | 1,612 | 487.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001806752] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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