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KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.
CRD 138851File 801-79520
APPROVED
Retail clients
Custody
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.12B
Above cohort median (national)
Discretionary AUM
$1.12B
Non-discretionary $152K
Clients
510
1,735 accounts
Employees
9
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 7, 2014
- Principal office
- 3421 RIDGEWOOD ROAD, SUITE 125, AKRON, OH, 44333
- Phone
- 330-666-6886
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.12B
- Discretionary AUM
- $1.12B
- Non-discretionary AUM
- $152K
- Discretionary accounts
- 1,728
- Non-discretionary accounts
- 7
- Total accounts
- 1,735
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 19 | $39.2M |
| Charitable organizations | 15 | $76.9M |
| High net worth individuals | 219 | $893.2M |
| Pension and profit sharing plans | 1 | $1.6M |
| Individuals (other than high net worth individuals) | 256 | $113.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 506 | 510 | increased by4 |
| Apr 1, 2026 | AUM | $910,747,727 | $1,124,003,928 | increased by$213,256,201 |
| Apr 1, 2026 | Accounts | 1,396 | 1,735 | increased by339 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 9 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 334 | 506 | increased by172 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $540,286,041 | $910,747,727 | increased by$370,461,686 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 796 | 1,396 | increased by600 |
| Apr 1, 2022 | Clients | 262 | 334 | increased by72 |
| Apr 1, 2022 | AUM | $366,456,508 | $540,286,041 | increased by$173,829,533 |
| Apr 1, 2022 | Accounts | 623 | 796 | increased by173 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KOHMANN BOSSHARD” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KOHMANN BOSSHARD” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.