BAHL & GAYNOR INC

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 Inc is an independent, SEC-registered registered investment adviser that has been operating since 1990. Structured as a corporation with individual ownership, the firm acts as a capital allocator and serves both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM billing and fixed fees. Core advisory services reported include comprehensive financial planning, portfolio management across individual, small business, institutional, and investment company accounts, selection of outside advisers, and investor education through publications and seminars. The firm is not classified as an active ESG investor. Public recognition includes placements on industry lists such as CNBC’s Top 100 Financial Advisory Firms (2019), FA Magazine’s Top RIA Firms (2020), and Barron’s Top 100 RIA Firms in consecutive years from 2021 through 2024.