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They include 779 high-net-worth individuals, 74 charitable organizations and 13 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 9 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bahl & Gaynor offer?","answer":"Bahl & Gaynor provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, selecting other managers, publishing newsletters and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Bahl & Gaynor use?","answer":"Bahl & Gaynor’s separately managed account assets are held at UBS Financial Services Inc. (Weehawken, NJ), with $4,020,179,128, Charles Schwab & Co., Inc. (San Francisco, CA), with $4,007,457,299, U.S. Bancorp Investments, Inc. (Saint Paul, MN), with $2,507,243,171 and Fifth Third Bancorp (Cincinnati, OH), with $1,430,478,430. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bahl & Gaynor have?","answer":"Bahl & Gaynor has 24 investment adviser representatives registered with state securities authorities, out of 79 employees, and 47 perform investment advisory functions. 23 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bahl & Gaynor invest in?","answer":"At the end of its last fiscal year, Bahl & Gaynor’s separately managed accounts held 94% exchange-traded equities, 4% sovereign bonds and 2% cash and equivalents. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bahl & Gaynor?","answer":"Bahl & Gaynor’s direct owner is Bahl & Gaynor Holdings Inc (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 9 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bahl & Gaynor get paid?","answer":"Bahl & Gaynor is paid through a percentage of assets under management and fixed fees. 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