Insights

Boutique Growth Target mid-sized high-net-worth individuals, families, and foundations in Findlay, Ohio and nearby regions by positioning as a fee-only, personalized investment management boutique with tailored solutions.

Tech-Driven Advisory Leverage existing tech stack (CRM, analytics, and digital marketing tools) to engage prospects with efficiency; offer enhanced reporting, digital client onboarding, and transparent fee structures to differentiate from larger firms.

Awards Momentum Win or showcase thought leadership from ThinkAdvisor Luminaries Awards to bolster credibility with prospects seeking innovative, reputable firms in the fiduciary space.

Growth via Partnerships Explore strategic partnerships with local CPA firms, estate planners, and foundations to broaden referral networks and acquire high-quality, fee-only clients.

Scale Opportunities With revenue in the mid-range and a small team, offer scalable services such as outsourced CIO, family office capabilities, and education on fee-only fiduciary advantages to attract growth-oriented clients.

Hixon Zuercher Capital Management Tech Stack

Hixon Zuercher Capital Management uses 8 technology products and services including Google Ads, DoubleClick Floodlight, WordPress, and more. Explore Hixon Zuercher Capital Management's tech stack below.

  • Google Ads
    Advertising
  • DoubleClick Floodlight
    Advertising
  • WordPress
    Content Management System
  • Redtail CRM
    Customer Relationship Management
  • Microsoft Excel
    Editors
  • Microsoft
    Miscellaneous
  • Sitelinks Search Box
    Web Tools And Plugins
  • FitVids.js
    Web Tools And Plugins

Hixon Zuercher Capital Management's Email Address Formats

Hixon Zuercher Capital Management uses at least 1 format(s):
Hixon Zuercher Capital Management Email FormatsExamplePercentage
FLast@hzcapital.comJDoe@hzcapital.com
73%
First@hzcapital.comJohn@hzcapital.com
9%
LFirst@hzcapital.comDJohn@hzcapital.com
9%
First.Last@hzcapital.comJohn.Doe@hzcapital.com
9%

Frequently Asked Questions

What is Hixon Zuercher Capital Management's phone number?

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You can contact Hixon Zuercher Capital Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Hixon Zuercher Capital Management's official website and social media links?

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Hixon Zuercher Capital Management's official website is hzcapital.com and has social profiles on LinkedIn.

How much revenue does Hixon Zuercher Capital Management generate?

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As of August 2026, Hixon Zuercher Capital Management's annual revenue is estimated to be $25M - $50M.

What is Hixon Zuercher Capital Management's NAICS code?

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Hixon Zuercher Capital Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Hixon Zuercher Capital Management have currently?

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As of August 2026, Hixon Zuercher Capital Management has approximately 13 employees across 1 continents, including North America. Key team members include Chief Executive Officer: A. S.Partner, Director Of Wealth Management, Cco: J. R. C.. Explore Hixon Zuercher Capital Management's employee directory with LeadIQ.

What industry does Hixon Zuercher Capital Management belong to?

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Hixon Zuercher Capital Management operates in the Investment Management industry.

What technology does Hixon Zuercher Capital Management use?

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Hixon Zuercher Capital Management's tech stack includes Google AdsDoubleClick FloodlightWordPressRedtail CRMMicrosoft ExcelMicrosoftSitelinks Search BoxFitVids.js.

What is Hixon Zuercher Capital Management's email format?

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Hixon Zuercher Capital Management's email format typically follows the pattern of FLast@hzcapital.com. Find more Hixon Zuercher Capital Management email formats with LeadIQ.

When was Hixon Zuercher Capital Management founded?

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Hixon Zuercher Capital Management was founded in 2002.
Hixon Zuercher Capital Management logo

Hixon Zuercher Capital Management

Investment ManagementOhio, United States11-50 Employees

Hixon Zuercher Capital Management is a fee-only investment management firm based in Findlay, Ohio. The firm serves a select clientele that includes individuals, families, business owners, and foundations, offering professional investment management solutions tailored to their needs. Situated within the investment management industry, it positions itself as a boutique provider focused on delivering objective, fee-based services rather than advisory tied to commissions. The company has a small to mid-sized team, reflecting its boutique structure, and operates from a location in Findlay, Ohio. A recent development includes recognition as a finalist in the ThinkAdvisor 2024 Luminaries Awards for Innovation, highlighting ongoing engagement with industry peers. } } { } } { } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } ) } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2002
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Hixon Zuercher Capital Management's revenue is estimated to be in the range of $25M - $50M

Section iconFunding & Financials

  • $25M - $50M

    Hixon Zuercher Capital Management's revenue is estimated to be in the range of $25M - $50M

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