{
  "crd_number": 106139,
  "slug": "bahl-and-gaynor-llc-cincinnati-oh-106139",
  "primary_business_name": "BAHL & GAYNOR LLC",
  "legal_name": "BAHL & GAYNOR LLC",
  "dbas": [
    "BAHL & GAYNOR INVESTMENT COUNSEL"
  ],
  "city": "Cincinnati",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17140",
  "metro": {
    "cbsa_code": "17140",
    "common_name": "Cincinnati",
    "msa_name": "Cincinnati, OH-KY-IN",
    "path": "/advisors/oh/cincinnati"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1990-07-13",
  "years_registered": 36,
  "period": "2026-10-01",
  "filing_date": "2026-07-09",
  "carried_forward": false,
  "raum_total": 20990587107.0,
  "raum_discretionary": 20680684710.0,
  "raum_non_discretionary": 309902397.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 79,
  "advisory_employees": 47,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 5635966671.0,
      "count": 74
    },
    "state_municipal": {
      "raum": 53430829.0,
      "count": 3
    },
    "insurance_companies": {
      "raum": 13827643.0,
      "count": 1
    },
    "investment_companies": {
      "raum": 8005276579.0,
      "count": 10
    },
    "pension_profit_sharing": {
      "raum": 89689141.0,
      "count": 9
    },
    "high_net_worth_individuals": {
      "raum": 7002069669.0,
      "count": 779
    },
    "corporations_other_businesses": {
      "raum": 190326575.0,
      "count": 13
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://bahl-gaynor.com",
    "https://linkedin.com/COMPANY/BAHL-&-GAYNOR-INVESTMENT-COUNSEL",
    "https://x.com/bahl_gaynor"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106139",
  "city_as_filed": "CINCINNATI",
  "url": "https://advisorcensus.com/firm/bahl-and-gaynor-llc-cincinnati-oh-106139",
  "display_name": "Bahl & Gaynor LLC",
  "summary": "Bahl & Gaynor LLC is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 1990, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 9, 2026.",
  "citation": "AdvisorCensus. Bahl & Gaynor LLC (CRD 106139): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Bahl & Gaynor LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bahl & Gaynor LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Bahl & Gaynor LLC located?",
      "a": "Bahl & Gaynor LLC's principal office is in Cincinnati, OH, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Bahl & Gaynor LLC registered with the SEC or a state?",
      "a": "Bahl & Gaynor LLC is an SEC-registered investment advisory firm, registered since 1990. Status as filed: Approved. CRD 106139."
    },
    {
      "q": "How much does Bahl & Gaynor LLC manage?",
      "a": "Bahl & Gaynor LLC reports $20,990,587,107 in regulatory assets under management in its Form ADV filing dated July 9, 2026 (99% discretionary)."
    },
    {
      "q": "How have Bahl & Gaynor LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Bahl & Gaynor LLC: Regulatory assets under management: $18,029,172,813 in the October 2021 data and $20,990,587,107 in the October 2026 data, up 16%. Total employees: 32 in October 2021 and 79 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bahl & Gaynor LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (779); charitable organizations (74); corporations or other businesses not listed above (13)."
    },
    {
      "q": "Which custodians does Bahl & Gaynor LLC use?",
      "a": "Bahl & Gaynor LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fifth Third Bancorp, U.S. Bancorp Investments, Inc. and UBS Financial Services Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bahl & Gaynor LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106139"
    },
    {
      "q": "Does Bahl & Gaynor LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 7, 2026 says: \"B&G does not impose a minimum account size requirement for individually managed services. B&G reserves the right to determine whether to accept an account based on the client’s circumstances and the nature of the requested services.\""
    },
    {
      "q": "What changed in Bahl & Gaynor LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Changed its legal name from Bahl & Gaynor Inc to Bahl & Gaynor LLC. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 18029172813.0,
      "total_employees": 32,
      "filing_date": "2021-08-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 17565552525.0,
      "total_employees": 35,
      "filing_date": "2022-04-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 17458051631.0,
      "total_employees": 41,
      "filing_date": "2023-03-08"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 18029870757.0,
      "total_employees": 67,
      "filing_date": "2024-06-17"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 20095080277.0,
      "total_employees": 80,
      "filing_date": "2025-04-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 20990587107.0,
      "total_employees": 79,
      "filing_date": "2026-07-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Changed its legal name from Bahl & Gaynor Inc to Bahl & Gaynor LLC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 49 to 47.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 45 to 49."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 7, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "B&G does not impose a minimum account size requirement for individually managed services. B&G reserves the right to determine whether to accept an account based on the client’s circumstances and the nature of the requested services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "B&G does not impose a minimum account size requirement for individually managed services. B&G reserves the right to determine whether to accept an account based on the client’s circumstances and the nature of the requested services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fifth Third Bancorp",
      "name_as_filed": "FIFTH THIRD BANCORP",
      "affiliated": false
    },
    {
      "name": "U.S. Bancorp Investments, Inc.",
      "name_as_filed": "U.S. BANCORP INVESTMENTS, INC.",
      "affiliated": false
    },
    {
      "name": "UBS Financial Services Inc.",
      "name_as_filed": "UBS FINANCIAL SERVICES INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/bahl-and-gaynor-llc-cincinnati-oh-106139.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 779,
      "fewer_than_5": false,
      "raum": 7002069669.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 10,
      "fewer_than_5": false,
      "raum": 8005276579.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 89689141.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 74,
      "fewer_than_5": false,
      "raum": 5635966671.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 53430829.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 13827643.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 13,
      "fewer_than_5": false,
      "raum": 190326575.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106139",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}