Chloe
Hunt

Bahl & Gaynor Inc

CRD#6896512
Investment Advisor
in Cincinnati, OH

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About this Advisor

Chloe Hunt is a financial advisor based in Cincinnati, Ohio, working with Bahl & Gaynor Inc. Chloe has previously held positions at Howell High School, Candlewood Management Services, Perkins Family Restaurant, Auburn University, Brick Oven Pizza Company, The Black Sheep, Hilton Garden Inn Auburn/Opelika, The Autism Society Of Alabama, Northwestern Mutual, Zazu Gastropub, Virtus Investment Partners, Vp Distributors LLC, Bg Is, LLC, and Quasar Distributors, LLC. Chloe has passed the Series 66 regulatory exam and is registered to provide services in Alabama, Arizona, California, Connecticut, Georgia, Hawaii, Mississippi, Nevada, New York, South Carolina, and Utah. Currently, Chloe is part of Bahl & Gaynor Inc, which operates out of Cincinnati, Ohio. The firm has 1 office and 67 employees. The firm manages assets totaling $18.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Bahl & Gaynor Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

255 East Fifth Street Suite 2700
Cincinnati, OH 45202

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Bahl & Gaynor Inc Brokerage Details

Total Assets Under Management

$18,029,870,757

OH Average: $2,106,341,625
Total Number of Employees

67

OH Average: 34
Total Number of Accounts

2,979

OH Average: 1,972
Average Account Size

$6,052,323

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Chloe Hunt Work History

2024 - Present (0 year)

Quasar Distributors, LLC

2023 - Present (1 year)

Bg Is, LLC

2020 - 2023 (3 years)

Virtus Investment Partners

2020 - 2023 (3 years)

Vp Distributors LLC

2019 - 2019 (< 1 year)

Zazu Gastropub

2018 - 2018 (< 1 year)

Northwestern Mutual

2017 - 2019 (2 years)

Hilton Garden Inn Auburn/Opelika

2017 - 2017 (< 1 year)

The Autism Society Of Alabama

2016 - 2017 (1 year)

Brick Oven Pizza Company

2016 - 2017 (1 year)

The Black Sheep

2015 - 2015 (< 1 year)

Perkins Family Restaurant

2015 - 2015 (< 1 year)

Candlewood Management Services

2015 - 2019 (4 years)

Auburn University

2014 - 2014 (< 1 year)

Candlewood Management Services

2011 - 2015 (4 years)

Howell High School

Disclosures

Please visit the SEC profile of Chloe Hunt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bahl & Gaynor Inc

Amy Henegan
Princeton, NJ
Nicolas Werthman
East Lansing, MI
Jeffrey Rosen
Cincinnati, OH
Aaron Krauss
Brookhaven, GA
Chloe Hunt
Cincinnati, OH
Joseph Beshara
Tampa, FL
Jayme Fox
Monument, CO
Steven Mazzuchelli
Cincinnati, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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