Hixon Zuercher, Llc
- Regulatory AUM
- $488M
- Discretionary
- $464M
- Clients
- 390
- Avg AUM / client
- $1.3M
- Accounts
- 1,612
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 240 | $74.6M | 15.3% |
| High net worth individuals | 128 | $364M | 74.6% |
| Pension and profit sharing plans | 9 | $330K | 0.07% |
| Charitable organizations | 6 | $5.0M | 1.02% |
| Other investment advisers | 7 | $43.8M | 8.98% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anthony J. Hixon | Partner/Chief Operating Officer | Apr 2003 (23y) | 75% or more | |
| Joshua W Robb | Chief Compliance Officer/Director Of Financial Planning | Nov 2013 (13y) | 25% – 50% | |
| Austin A Wilson | Registered representative | May 2018 (8y) | ||
| Jessica Anne Hinks | Registered representative | Jun 2019 (7y) | ||
| Chase James Rose | Registered representative | May 2022 (4y) | ||
| Jordan Marc Shaw | Registered representative | CFP | Apr 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/10/2026 | 909 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- National Financial Services (Fidelity) $443M (91% of AUM) Apr 2026
- Fidelity Brokerage Services $376M (91% of AUM) Jun 2025
- Charles Schwab & Co. $17.8M (8% of AUM) Feb 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 10, 2026.
View current Form ADV (SEC/IAPD) ↗