Bahl & Gaynor Review

Trust Score 98%
Trust Score info_outline

Last updated: June 26th, 2019. Data source: SEC filings.

Bahl & Gaynor, federally registered in 1990, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 20 advisors. Bahl & Gaynor manages $11.5 billion and provides investment advisory services for 722 clients (1:37 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $750,000
Average Client Balance $15,961,954
Hybrid Advisor No
Disciplinary History No
Total AUM $11.5 billion
Advisor / Client Ratio 1:37
Headquarters Cincinnati, OH
SEC Filings Forms and Brochures    (CRD # 106139)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY

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