Bahl & Gaynor LLC

RIASEC RegisteredEst. 1990

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 organized as an LLC and registered with the SEC since 1990. The firm serves both private clients (individuals and families) and institutional investors, operating as a capital allocator that blends discretionary portfolio management with financial planning, educational programs and publication activities. Its fee arrangements include percentage-of-AUM and fixed-fee structures. Bahl & Gaynor identifies equities as its primary preference and is not classified as an active ESG investor. The firm’s advisory scope encompasses portfolio management for individuals, businesses and investment companies, selection of sub‑advisers, and dissemination of investment commentary and seminars. Bahl & Gaynor has received industry recognition, including a CNBC Top 100 Financial Advisory Firms mention in 2019, a Top RIA Firms citation from FA Magazine in 2020, and Barron’s Top 100 RIA Firms listings from 2021 through 2024.