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BAHL & GAYNOR INC

CRD 106139 · SEC 801-36951

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255 EAST FIFTH STREET, SUITE 2700, CINCINNATI, OH, 45202, United States

Phone

513-287-6100

Fax

513-287-6110

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$20.99B

Discretionary AUM

$20.68B

Team

79 total employees; 47 advisory reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-02-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars

Client types

TypeClientsAUM
High net worth individuals779$7.00B
Investment companies10$8.01B
Pension/profit sharing plans9$89.7M
Charitable organizations74$5.64B
State/municipal entities3$53.4M
Insurance companies1$13.8M
Corporations/business entities13$190.3M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD