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| Happy Holidays!! thanks for using AUM13F!! |
| Bahl & Gaynor Inc
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| CRD # | 106139 |
| SEC # | 801-36951 |
| CIK # | 0000872259, 0000106139 |
| AUM | $20.1 B (2025-04-17) |
| Employees | 80 (56% Investors, 29% Brokers) |
| Phone | 513-287-6100 |
| Address | 255 East Fifth Street Cincinnati, OH 45202 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Broadcom Inc | 1.1 | ||
| Microsoft Corp | 0.8 | ||
| AbbVie Inc | 0.8 | ||
| Procter & Gamble Co | 0.7 | ||
| Lilly Eli & Co | 0.6 | ||
| J P Morgan Chase & Co | 0.6 | ||
| Williams Companies Inc | 0.5 | ||
| Home Depot Inc | 0.5 | ||
| Marsh & McLennan Companies Inc | 0.4 | ||
| Kraft Foods Inc | 0.4 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 753 | 6.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 10 | 7.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 0.1 |
| (h) Charitable organizations | 74 | 5.2 |
| (i) State or municipal government entities | 3 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,173 | 20.1 |
| By Discretionary | ||
| Discretionary | 3,124 | 19.7 |
| Non-Discretionary | 49 | 0.4 |
| Total | 3,173 | 20.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 20.1 | |
| Total | 3,173 | 20.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000872259] | |
| D | [0000872259] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Baldwin Group Wealth Advisors LLC
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|
FL | 21.0 |
|
LeafHouse Financial Advisors LLC
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TX | 20.7 |
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Matson Money Inc
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OH | 20.6 |
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Highland Consulting Associates Inc
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OH | 20.2 |
|
Oppenheimer Asset Management Inc
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NY | 20.0 |
|
US Bancorp Investments Inc
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MN | 19.3 |
|
LPL Enterprise LLC
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|
SC | 18.9 |
|
Signature Estate & Investment Advisors LLC
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|
CA | 18.7 |
|
Wilmington Trust Investment Advisors Inc
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|
DE | 17.4 |
|
United Capital Financial Advisors LLC
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|
TX | 17.2 |