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Kohmann Bosshard Financial Services, LLC.

● SEC registered since 2014CRD 138851SEC# 801-79520Akron, OH
Export (members)
Reg. AUM
$1.12B
Employees
9
Accounts
1,735
Location
Akron, OH

Kohmann Bosshard Financial Services, LLC. assets under management

Kohmann Bosshard Financial Services, LLC. is a registered investment adviser overseen by the SEC based in Akron, OH. The firm has been registered since 2014. It reports $1.1 billion in regulatory assets under management and employs 9 people.
www.kohmannbosshard.comView on SEC.gov ↗

Kohmann Bosshard Financial Services, LLC. owners & executives

3 reported
NameTitleOwnershipSince
Alexander Cole HartzelChief Financial OfficerUnder 5%2025
Dean Douglas Kohmann ControlChief Compliance OfficerOver 75%2016
Dean Douglas Kohmann ControlPresident/MemberOver 75%2015

Frequently asked questions

How much does Kohmann Bosshard Financial Services, LLC. manage?

Kohmann Bosshard Financial Services, LLC. reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Kohmann Bosshard Financial Services, LLC. have?

Kohmann Bosshard Financial Services, LLC. reports 9 employees.

Where is Kohmann Bosshard Financial Services, LLC. located?

Kohmann Bosshard Financial Services, LLC. is based in Akron, OH and has been SEC-registered since 2014.

Does Kohmann Bosshard Financial Services, LLC. disclose fund performance?

Kohmann Bosshard Financial Services, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3421 Ridgewood Road, Suite 125, Akron, OH 44333
Phone330-666-6886
Fax330-754-2635
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
CIK1696615
Discloses disciplinary historyNo

Regulatory AUM

$1.12B▲ 23%
Mar '25 — $910.7MApr '25 — $910.7MMay '25 — $910.7MJun '25 — $910.7MJul '25 — $910.7MAug '25 — $910.7MSep '25 — $910.7MOct '25 — $910.7MNov '25 — $910.7MDec '25 — $910.7MJan '26 — $910.7MFeb '26 — $910.7MMar '26 — $1.12BApr '26 — $1.12BMay '26 — $1.12BJun '26 — $1.12B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers

Assets under management

$1.12Bregulatory AUM
Discretionary $1.12BNon-discretionary $152K