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| Hixon Zuercher LLC
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|---|---|
| CRD # | 123465 |
| SEC # | 801-111071 |
| CIK # | 0001806752 |
| AUM | $412.1 M (2025-06-12) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Phone | 419-425-2400 |
| Address | 101 West Sandusky Street Findlay, OH 45840 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 9.9 | ||
| Microsoft Corp | 9.2 | ||
| Stryker Corp | 9.0 | ||
| Caterpillar Inc | 8.3 | ||
| Nvidia Corp | 7.8 | ||
| Johnson & Johnson | 7.7 | ||
| Mastercard Inc | 7.4 | ||
| Amazon Com Inc | 7.3 | ||
| Goldman Sachs Group Inc | 7.0 | ||
| Apple Inc | 6.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 249 | 86.1 |
| (b) Individuals (high net worth individuals) | 87 | 279.8 |
| (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 | 6 | 3.5 |
| (h) Charitable organizations | 6 | 4.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 7 | 38.6 |
| (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 | 1,476 | 412.1 |
| By Discretionary | ||
| Discretionary | 1,286 | 388.1 |
| Non-Discretionary | 190 | 24.0 |
| Total | 1,476 | 412.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 410.7 | |
| Total | 1,476 | 412.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001806752] |
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|---|---|---|
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