CINCINNATI, OHCRD 106139Latest ADV February 9, 2026
Bahl & Gaynor Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated February 9, 2026, reports $21.0B in regulatory assets under management, 79 employees, 1 office, and 3,251 accounts.
Assets Under Management
$21.0B
Employees
79
Offices
1 office
Total Clients
889
Primary office
CINCINNATI, OH
255 EAST FIFTH STREET, SUITE 2700, CINCINNATI, OH, United States
Top client segmentHNWI represent 87.6% of total clients.
Top client categories% of clientsClients
1
HNWI
87.6%
779
2
Charitable
8.3%
74
3
Corporations
1.5%
13
4
Investment Cos.
1.1%
10
5
Pension Plans
1.0%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$21.0Bas of February 9, 2026
Discretionary98.5%
$20.7B
99% of total RAUM98.5%
Non-discretionary1.5%
$310M
1% of total RAUM1.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$21.0B
Total Accounts3,251
10Y AUM Change+$11.9B (+131.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees79
Clients per Employee11:1
10Y Employee Change+60 (+315.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.