Kohmann Bosshard Financial Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Kohmann Bosshard Financial Services reports 510 clients. They include 256 individual clients, 219 high-net-worth individuals, and 19 corporations and other businesses. Nearly all assets ($1.12B across 1,728 accounts) are managed with discretion; $152K across 7 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 50% | 10% |
| High-net-worth individuals | 43% | 79% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | 3% | 7% |
| Corporations and other businesses | 4% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 256 | $113M | 10.1% | $442K |
| High-net-worth individuals | 219 | $893M | 79.5% | $4.08M |
| Pension and profit-sharing plans | 1 | $1.62M | 0.1% | $1.62M |
| Charitable organizations | 15 | $76.9M | 6.8% | $5.13M |
| Corporations and other businesses | 19 | $39.2M | 3.5% | $2.07M |
| Total | 510 | $1.12B | 100% | $2.2M |
- Clients
- 256
- Regulatory AUM
- $113M
- AUM share
- 10.1%
- Avg. per client
- $442K
- Clients
- 219
- Regulatory AUM
- $893M
- AUM share
- 79.5%
- Avg. per client
- $4.08M
- Clients
- 1
- Regulatory AUM
- $1.62M
- AUM share
- 0.1%
- Avg. per client
- $1.62M
- Clients
- 15
- Regulatory AUM
- $76.9M
- AUM share
- 6.8%
- Avg. per client
- $5.13M
- Clients
- 19
- Regulatory AUM
- $39.2M
- AUM share
- 3.5%
- Avg. per client
- $2.07M
Total
- Clients
- 510
- Regulatory AUM
- $1.12B
- AUM share
- 100%
- Avg. per client
- $2.2M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Kohmann Bosshard Financial Services charges 0.50%–0.85% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 0.85% |
| $2M–$4M | 0.65% |
| $4M and above | 0.50% |
Fee details and sources
Other fees
- Consultation Services
- Fixed project rates usually range from $500 per meeting and/or $10,000 or more for annual engagements; hourly or project fees are agreed at engagement.
- Financial Planning Services
- Hourly fee, or a negotiated flat fee typically from $250 to $50,000 or more; any initial fee is capped at $1,200 for plans expected to exceed six months.
Dean Kohmann owns 75% or more of Kohmann Bosshard Financial Services. The leadership team of Kohmann Bosshard Financial Services includes President Dean Kohmann and Chief Financial Officer Alexander Hartzel. It has 9 employees, 6 of them in advisory roles.
Leadership
- Dean KohmannPresident/Member
- Alexander HartzelChief Financial Officer
- Dean KohmannChief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Alexander Cole Hartzel
- Cassidy Kohmann
- Dean Douglas Kohmann
Staff
- 9 employees
- 6 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Kohmann Bosshard Financial Services, LLC.
Dean Kohmann
Control person · since November 2015
Kohmann Bosshard Financial Services’ regulatory assets grew 3.1× from $366M (June 2021) to $1.12B (March 2026); clients rose from 262 to 510 and employees from 6 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.12B | 510 | 9 | 1 |
| March 2025 | $911M | 506 | 9 | 1 |
| March 2024 | $749M | 402 | 4 | 1 |
| March 2023 | $536M | 385 | 5 | 1 |
| March 2022 | $540M | 334 | 6 | 1 |
| June 2021 | $366M | 262 | 6 | 1 |
Besides its headquarters, Kohmann Bosshard Financial Services has 0 offices, with 1 listed address in Ohio.
Ohio · 1 listed address
- 3421 Ridgewood Road, Suite 125, AkronHQ
Contact and registration details
- Legal name
- Kohmann Bosshard Financial Services, LLC.
- Headquarters
- 3421 Ridgewood Road, Suite 125, Akron, OH 44333
- Website
- kohmannbosshard.com
- Phone
- 330-666-6886
- @kohmann-bosshard
- SEC file
- 801-79520
- Founded
- 2006
- Structure
- Ohio LLC
- Fiscal year end
- December
Kohmann Bosshard Financial Services uses Charles Schwab ($1.12B) as custodian for its separately managed accounts. Kohmann Bosshard Financial Services has custody of $651M in client assets for 423 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Orlando, FL · $1.12B100%
At year end, Kohmann Bosshard Financial Services’ separately managed accounts were mostly in funds (87%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.18B across 229 positions; the largest are Schwab U.S. Large-cap (19.7%), Vanguard FTSE Developed (9.4%) and Vanguard Short Term Cor (7.6%).
What the accounts hold
- Stocks9%
- Funds87%
- Bonds3%
- U.S. government and agency bonds2%
- State and local bonds1%
- Cash1%
Reported 13F holdings
- $1.18B
- Reported 13F value
- 229
- Positions
- 63.2%
- In the 10 largest
- +14.7%
- Value vs. prior quarter
- Schwab U.S. Large-cap · Uie19.7%
- Vanguard FTSE Developed · Uie9.4%
- Vanguard Short Term Cor · Uie7.6%
- Schwab U.S. Aggregate · Uie7.6%
- Schwab U.S. Small-cap · Uie4.4%
- Schwab U.S. Tips ETF · Uie3.7%
- Vanguard Dividend · Uie3.5%
- State Street SPDR · Uie2.5%
- Vanguard Real Estate · Uie2.4%
- Vanguard Growth Index · Uie2.4%
Together, the ten largest are 63.2% of reported value.
How many clients does Kohmann Bosshard Financial Services have?
Kohmann Bosshard Financial Services has 510 clients and manages $1.12 billion for them, as of March 2026. They include 256 individual clients, 219 high-net-worth individuals, and 19 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Kohmann Bosshard Financial Services offer?
Kohmann Bosshard Financial Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Kohmann Bosshard Financial Services charge?
Kohmann Bosshard Financial Services charges 0.50%–0.85% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: ADV PART 2A, filed 23 March 2026
Which custodians does Kohmann Bosshard Financial Services use?
Kohmann Bosshard Financial Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $1.12B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Kohmann Bosshard Financial Services have?
Kohmann Bosshard Financial Services has 3 investment adviser representatives registered with state securities authorities, out of 9 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Kohmann Bosshard Financial Services invest in?
At the end of its last fiscal year, Kohmann Bosshard Financial Services’ separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities, 2% U.S. government and agency bonds, 1% state and local bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Kohmann Bosshard Financial Services?
Kohmann Bosshard Financial Services’ direct owner is Dean Kohmann (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Kohmann Bosshard Financial Services get paid?
Kohmann Bosshard Financial Services is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Kohmann Bosshard Financial Services registered with the SEC?
Yes, Kohmann Bosshard Financial Services has been registered with the SEC as an investment adviser since 7 April 2014. Its CRD number is 138851 and its SEC file number is 801-79520.
Source: Form ADV Part 1A, Item 1, filed 23 March 2026; IAPD firm record
How do I contact Kohmann Bosshard Financial Services?
Kohmann Bosshard Financial Services’ main office is at 3421 Ridgewood Road, Suite 125, Akron, OH 44333. Its phone number is 330-666-6886. Its website is kohmannbosshard.com.