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Adam C. Zuercher

HIXON ZUERCHER, LLC·FINDLAY, Ohio
Clean recordHIXON ZUERCHER, LLC
101 WEST SANDUSKY STREET, FINDLAY, OH 45840CRD# 4554844Firm CRD# 123465

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam C. Zuercher · FINDLAY, OH
Registration
CRD #4554844 · HIXON ZUERCHER, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Adam C. Zuercher is a registered financial advisor based in FINDLAY, Ohio, affiliated with HIXON ZUERCHER, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
HIXON ZUERCHER, LLC
HIXON ZUERCHER CAPITAL MANAGEMENT
AUM
$345M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at HIXON ZUERCHER, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4554844
Firm CRD# 123465
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam C. Zuercher offer?
Adam C. Zuercher specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FINDLAY, Ohio for a consultation.
What are Adam C. Zuercher's credentials?
Adam C. Zuercher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam C. Zuercher located?
Adam C. Zuercher is based in FINDLAY, Ohio, working with HIXON ZUERCHER, LLC. Their office serves clients in the FINDLAY metropolitan area and surrounding communities.
How does Adam C. Zuercher charge for services?
Adam C. Zuercher's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HIXON ZUERCHER, LLC?
HIXON ZUERCHER, LLC has approximately 11 employees and manages $345M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HIXON ZUERCHER, LLC

Anthony J. Hixon
FINDLAY, OH
Joshua W Robb
FINDLAY, OH

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Nearby cities in Ohio
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Research
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