# Kohmann Bosshard Financial Services, LLC.

> Kohmann Bosshard Financial Services, LLC. is an SEC-registered investment advisory firm in Akron, OH, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 138851
- Filed as: KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Akron, OH
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/138851
- AdvisorCensus page: https://advisorcensus.com/firm/kohmann-bosshard-financial-services-llc-akron-oh-138851

## Quick answers

**How is Kohmann Bosshard Financial Services, LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), Kohmann Bosshard Financial Services, LLC. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Kohmann Bosshard Financial Services, LLC. located?**
Kohmann Bosshard Financial Services, LLC.'s principal office is in Akron, OH, according to its Form ADV.

**Is Kohmann Bosshard Financial Services, LLC. registered with the SEC or a state?**
Kohmann Bosshard Financial Services, LLC. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 138851.

**How much does Kohmann Bosshard Financial Services, LLC. manage?**
Kohmann Bosshard Financial Services, LLC. reports $1,124,003,928 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have Kohmann Bosshard Financial Services, LLC.'s assets and staff changed since 2021?**
In the Form ADV data for Kohmann Bosshard Financial Services, LLC.: Regulatory assets under management: $366,456,508 in the October 2021 data and $1,124,003,928 in the October 2026 data, up 207%. Total employees: 6 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kohmann Bosshard Financial Services, LLC. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (256); high net worth individuals (219); corporations or other businesses not listed above (19).

**Which custodians does Kohmann Bosshard Financial Services, LLC. use?**
Kohmann Bosshard Financial Services, LLC.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Kohmann Bosshard Financial Services, LLC. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/138851

**What changed in Kohmann Bosshard Financial Services, LLC.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 6. Regulatory assets under management went from $910,747,727 to $1,124,003,928 (+23%). Registered or notice-filed in CA, NC, PA. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,124,003,928
- Discretionary: $1,123,851,631
- Non-discretionary: $152,297

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 256 | $113,035,775 |
| High net worth individuals | 219 | $893,201,452 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,615,259 |
| Charitable organizations | 15 | $76,915,895 |
| Corporations or other businesses not listed above | 19 | $39,235,547 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2014 (12 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NC, OH, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [kohmannbosshard.com](https://kohmannbosshard.com)
- LinkedIn @kohmann-bosshard

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $366,456,508 | 6 | June 16, 2021 |
| October 2022 | $540,286,041 | 6 | March 22, 2022 |
| October 2023 | $536,486,028 | 5 | March 27, 2023 |
| October 2024 | $748,814,181 | 4 | March 26, 2024 |
| October 2025 | $910,747,727 | 9 | March 26, 2025 |
| October 2026 | $1,124,003,928 | 9 | March 23, 2026 |

Regulatory assets under management: $366,456,508 in the October 2021 data and $1,124,003,928 in the October 2026 data, up 207%.
Total employees: 6 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 6.
- Regulatory assets under management went from $910,747,727 to $1,124,003,928 (+23%).
- Registered or notice-filed in CA, NC, PA.
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in MA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kohmann Bosshard Financial Services, LLC. (CRD 138851): Form ADV filing data as of October 2026.