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 independent registered investment adviser organized as an LLC and operating since at least 1990. The firm acts as a capital allocator for both high-net-worth individuals and families as well as institutional clients, charging a mix of percentage-of-AUM and fixed fees. Its advisory services span financial planning, discretionary portfolio management across individuals, small businesses, investment companies and institutions, manager selection, and investor education through publications and workshops. The firm identifies equities as its primary preference rather than ESG-driven mandates. External recognition includes listings in CNBC’s Top 100 Financial Advisory Firms (2019), FA Magazine’s Top RIA Firms (2020), and Barron’s Top 100 RIA Firms for 2021 through 2024.