Wealth manager, independent · Akron, OH
Kohmann Bosshard Financial Services, LLC.
SEC-registered investment adviser · CRD 138851 · SEC 801-79520
At a glance
Kohmann Bosshard Financial Services, LLC. is an SEC-registered investment adviser based in Akron, Ohio, with $1.1B in regulatory assets under management as of its Form ADV filed March 23, 2026. It reports 475 individual clients, 219 of them high-net-worth, holding an average of about $2.1 million each, and 9 employees. That ranks it 977th among the nation’s 5,657 independent wealth management RIAs and 45th of 226 in Ohio. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 330-666-6886kohmannbosshard.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.1B
- Rank among independent wealth managers
- #977 of 5,657
- Rank among all SEC RIAs
- #5,026 of 17,210
- Rank in Ohio
- #45 of 226
- Individual clients
- 475
- High-net-worth clients
- 219
- Accounts
- 1,735
- Discretionary
- 100% of AUM
- Employees
- 9
- Advisory staff
- 6
- Offices
- 1
Owners and executives on its Form ADV
- Dean D. KohmannPresident/member
- Dean D. KohmannChief Compliance Officer
- Alexander C. HartzelChief Financial Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Kohmann Bosshard Financial Services, LLC. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 219 | $893M | 79% |
| Individuals | 256 | $113M | 10% |
| Charitable organizations | 15 | $77M | 7% |
| Corporations or other businesses | 19 | $39M | 3% |
| Pension and profit sharing plans | 1 | $2M | <1% |
Disciplinary disclosures
Kohmann Bosshard Financial Services, LLC. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗kohmannbosshard.com ↗
AtlasMembers
The full record on Kohmann Bosshard Financial Services, LLC.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 3,241 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Ohio
All of Ohio →| Firm | Regulatory AUM | Clients |
|---|---|---|
| TCP Asset Management, LLCUpper Arlington | $1.2B | 2,221 |
| W.A. Smith Financial GroupSandusky | $1.2B | 1,665 |
| Frazier Financial Advisors, LLCColumbus | $1.2B | 724 |
| The Joseph Group Capital ManagementColumbus | $1.1B | 818 |
| Lineweaver Wealth AdvisorsValley View | $1.1B | 2,096 |
| St. Clair Advisors, LLCMayfield Heights | $1.1B | 130 |
Background
Questions
How much does Kohmann Bosshard Financial Services, LLC. manage?
Kohmann Bosshard Financial Services, LLC. reports $1.1B in regulatory assets under management across 1,735 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 23, 2026.
How many clients does Kohmann Bosshard Financial Services, LLC. have?
It reports 475 individual clients: 219 high-net-worth individuals and 256 other individuals. Individuals account for about 90% of its regulatory assets.
Where is Kohmann Bosshard Financial Services, LLC. headquartered?
Its main office is in Akron, Ohio. It reports 1 office in total and 9 employees, 6 of whom perform investment advisory functions.
How does Kohmann Bosshard Financial Services, LLC. charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Kohmann Bosshard Financial Services, LLC. use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 23, 2026, it reports these amounts held: Charles Schwab ($1.1B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Kohmann Bosshard Financial Services, LLC. a hybrid RIA with a broker-dealer?
Kohmann Bosshard Financial Services, LLC. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Kohmann Bosshard Financial Services, LLC. a fiduciary?
As an SEC-registered investment adviser, Kohmann Bosshard Financial Services, LLC. owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Kohmann Bosshard Financial Services, LLC.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →