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Chief Compliance Officer/director of Financial Planning · Hixon Zuercher Capital Management

Joshua W Robb

CRD 6267004 · Named on Form ADV at one SEC-registered adviser

At a glance

Hixon Zuercher Capital Management, an SEC-registered wealth manager based in Findlay, OH with $488 million in regulatory assets, lists Joshua W Robb on its Form ADV as Chief Compliance Officer/director of Financial Planning, a control person.

Firms and roles

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Joshua’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joshua’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.