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Kevin Gade

Chief Operating Officer at Bahl & Gaynor

Officer recordForm ADV filed 9 July 2026

Kevin Gade is Chief Operating Officer of Bahl & Gaynor LLC, a Cincinnati investment adviser.

Career

Kevin Gade has been Chief Operating Officer of Bahl & Gaynor since July 2018. Kevin Gade is a control person of the firm and directly owns under 5% of it. Kevin Gade holds a Bachelor of Business Administration (2014) from the University of Cincinnati and a major in Finance and Business Economics.

Bahl & Gaynor LLC is a Cincinnati, OH firm with $21B under management, 889 clients and 47 advisers across 2 offices, as of its July 2026 filing.

Kevin Gade joined Bahl & Gaynor in 2016 after working as an analyst in Citi’s Markets and Securities Services group. He first worked at Bahl & Gaynor as a co-op while pursuing his undergraduate degree, then became a portfolio analyst and later a portfolio manager.

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Credentials and registrations

Professional designations

Listed by Bahl & Gaynor

  • Certified Financial Planner™ professional (2018), College for Financial Planning
  • Chartered Financial Analyst® charterholder (2017), CFA Institute

Individual registration and examination information for Kevin Gade is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Kevin Gade
CRD
6353157
Record basis
Form ADV officer listing

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Kevin Gade work?

Kevin Gade has been Chief Operating Officer of Bahl & Gaynor LLC since July 2018, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 9 July 2026

Is Kevin Gade a CFP?

Bahl & Gaynor lists Kevin Gade with the CFP credential (“Certified Financial Planner™ professional (2018), College for Financial Planning”) on its website. CFP Board confirms certification status.

Source: Official firm biography

Is Kevin Gade a CFA charterholder?

Bahl & Gaynor lists Kevin Gade with the CFA credential (“Chartered Financial Analyst® charterholder (2017), CFA Institute”) on its website. CFA Institute confirms certification status.

Source: Official firm biography

Leadership at Bahl & Gaynor

Sources

  1. IAPD individual lookup, CRD 6353157. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Bahl & Gaynor LLC, filed 9 July 2026. Title, control and ownership bands.
  3. Bahl & Gaynor team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

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