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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.