Joshua Robb
Hixon Zuercher Capital Management · Findlay, Ohio
Joshua Robb is a fee-only financial advisor at Hixon Zuercher Capital Management in Findlay, Ohio. Joshua focuses on retirement planning. Hixon Zuercher Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Hixon Zuercher Capital Management |
|---|---|
| Based in | Findlay, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $487.7M across 1,612 accounts |
| SEC registration | Investment adviser representative in OH, TX · CRD 6267004 |
| Exams passed | Series 65 (2013) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.hzcapital.com |
| Profile |
How Joshua's firm compares
- Hixon Zuercher Capital Management's average account is about $303,000, from its Form ADV (assets managed divided by 1,612 accounts).
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Questions about Joshua
Is Joshua Robb a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Hixon Zuercher Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, Hixon Zuercher Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joshua Robb based?
Joshua Robb is based in Findlay, Ohio.
What does Joshua specialize in?
Joshua's specialties include retirement planning.
Is Joshua Robb registered with the SEC?
Yes. Joshua Robb is registered as an investment adviser representative in OH and TX (CRD 6267004), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hixon Zuercher Capital Management manage?
Hixon Zuercher Capital Management reports $487.7M across 1,612 accounts in assets under management.
How do I contact Joshua Robb?
Through Joshua's website, www.hzcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Hixon Zuercher Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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