# Bahl & Gaynor

Bahl & Gaynor is an Asset Manager based in Cincinnati, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Cincinnati, United States
- **Region:** North America
- **Address:** 255 E 5th St #2700, Cincinnati, OH 45202
- **Founded:** 1990
- **Assets under management:** Undisclosed
- **Website:** www.bahl-gaynor.com

## Regulatory record

- **CRD number:** 106139
- **SEC file number:** 801-36951
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106139

## About

Bahl & Gaynor is an SEC-registered investment adviser in Cincinnati, Ohio, since 1990. The firm manages $21.0 billion in assets, with $20.7 billion on a discretionary basis. It has 79 employees and 47 investment advisers.

## People

- Robert Groenke — Chief Executive Officer
- Jeffrey Bahl — listed on Investment Team
- Vere Gaynor — listed on Institutional Service

## Questions

### Who runs investment decisions at Bahl & Gaynor?

CEO Robert Groenke leads the firm. The investment team lists 18 portfolio managers and analysts, most holding CFA charters, with Jeffrey Bahl and Vere Gaynor among the senior listed members. The firm does not publicly designate a standalone CIO.

### Does Bahl & Gaynor manage only equity portfolios?

Yes. The firm's sole investment discipline is fundamental dividend growth equity investing. It does not advertise fixed income, alternatives, or multi-asset mandates. Product scope covers large-cap, small/mid-cap and active ETF strategies.

### Does Bahl & Gaynor run active ETFs?

The firm operates an Active ETFs platform, launched in recent years, applying the same dividend growth strategy to an ETF wrapper. It maintains a dedicated website for this business line and has published extensively on the mechanics and adoption of active ETFs.

### What is Bahl & Gaynor's known posture on co-investments or private deals?

None. The firm focuses entirely on listed public equities. There is no indication of balance-sheet co-investment activities, private fund commitments, or direct private company deal participation.

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Last updated: 2026-06-03T20:00:00.000Z

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