Insights

Boutique Growth A fee-only investment management boutique in Findlay, Ohio with a relatively small team (11-50) and mid-market revenue potential, presenting an opportunity to upsell tailored wealth strategies to high-net-worth individuals, families, business owners, and foundations seeking personalized service.

Awarded Innovation Recently recognized as a finalist for ThinkAdvisor Luminaries Award for Innovation, signaling credibility and potential leverage for sales conversations around modern, differentiated advisory tech and client experience enhancements.

Succession & Leadership Key leadership milestone includes promoting a partner and a history of leadership changes, suggesting an openness to advisory partnerships, joint ventures, or scalable service models that resonate with growth-minded clients.

Tech Stack Leverage Active use of digital tools and platforms (WordPress, Google Ads, Canva, Hootsuite, Vimeo, Shopify, Microsoft 365) indicates readiness for digital marketing collaborations, content-driven campaigns, and enhanced client engagement channels.

Growth Opportunities Revenue range and comparable firm benchmarks imply room to expand services beyond core asset management, such as institutional solutions for foundations or bespoke planning services, supported by targeted outreach to local business owners and foundations.

Similar companies to Hixon Zuercher Capital Management

Hixon Zuercher Capital Management Tech Stack

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

Hixon Zuercher Capital Management's Email Address Formats

Hixon Zuercher Capital Management uses at least 4 email formats:
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 September 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 September 2026, Hixon Zuercher Capital Management has approximately 13 employees across 1 continents, including North America. Key team members include Chief Executive Officer: A. S. and 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 UserWay, Google Ads, Canva, WordPress, Shopify, Microsoft 365, Hootsuite and Vimeo.

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

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