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BAHL & GAYNOR LLC
CRD 106139File 801-36951
APPROVED
Retail clients
Filing as of Jul 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$20.99B
Top 10% of cohort (national)
Discretionary AUM
$20.68B
Non-discretionary $309.9M
Clients
889
3,251 accounts
Employees
79
Top 10% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 13, 1990
- Principal office
- 255 EAST FIFTH STREET, SUITE 2700, CINCINNATI, OH, 45202
- Phone
- 513-287-6100
- Website
- HTTP://WWW.BAHL-GAYNOR.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $20.99B
- Discretionary AUM
- $20.68B
- Non-discretionary AUM
- $309.9M
- Discretionary accounts
- 3,213
- Non-discretionary accounts
- 38
- Total accounts
- 3,251
- AUM per client
- $23.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $190.3M |
| Insurance companies | 1 | $13.8M |
| Investment companies | 10 | $8.01B |
| Charitable organizations | 74 | $5.64B |
| High net worth individuals | 779 | $7.00B |
| Pension and profit sharing plans | 9 | $89.7M |
| State or municipal government entities | 3 | $53.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 81 | 79 | decreased by2 |
| Mar 1, 2026 | Clients | 879 | 889 | increased by10 |
| Mar 1, 2026 | AUM | $21,240,513,254 | $20,990,587,107 | decreased by$249,926,147 |
| Mar 1, 2026 | Accounts | 3,201 | 3,251 | increased by50 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 80 | 81 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 866 | 879 | increased by13 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $20,095,080,277 | $21,240,513,254 | increased by$1,145,432,977 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 3,173 | 3,201 | increased by28 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 35 | 80 | increased by45 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 759 | 866 | increased by107 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $17,565,552,525 | $20,095,080,277 | increased by$2,529,527,752 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,536 | 3,173 | increased by637 |
| May 1, 2022 | Clients | 757 | 759 | increased by2 |
| May 1, 2022 | AUM | $18,001,515,658 | $17,565,552,525 | decreased by$435,963,133 |
| May 1, 2022 | Accounts | 2,527 | 2,536 | increased by9 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BAHL GAYNOR” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BAHL GAYNOR” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.