Bahl & Gaynor LLC

RIASEC Registered

Total AUM

$21B

Discretionary

$20.7B

99% of AUM

Avg account

$6.5M

Accounts

3,251

Employees

Advisory reps

Firm details

Headquarters: Cincinnati, Ohio
CRD number: 106139
Registered since: July 13, 1990
Website: www.bahl-gaynor.com
Custodians: UBS FINANCIAL SERVICES INC., CHARLES SCHWAB & CO., INC., U.S. BANCORP INVESTMENTS, INC., FIFTH THIRD SECURITIES, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Investment Companies38.14%
HNWI33.36%
Charitable Organizations26.85%
Corporations / Businesses0.91%
Pension & Profit Sharing Plans0.43%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Bahl & Gaynor LLC is an institutional registered investment adviser that has been SEC-registered since 1990. The firm acts as a capital allocator across both individual/family and institutional client segments and combines traditional portfolio management with financial planning. Its advisory services cover managed accounts for individuals and businesses, sub-adviser selection, and management for investment companies, alongside publishing investment commentary and running educational workshops. The firm charges either a percentage of assets under management or fixed fees, and its portfolio posture favors equities over other asset classes. Bahl & Gaynor does not describe itself as an active ESG investor. Its business mix and stated capabilities indicate a hybrid model: direct portfolio management for clients plus allocation to external managers where appropriate.