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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Kohmann Bosshard Financial Services offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Kohmann Bosshard Financial Services charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Kohmann Bosshard Financial Services use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Kohmann Bosshard Financial Services have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Kohmann Bosshard Financial Services invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Kohmann Bosshard Financial Services?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Kohmann Bosshard Financial Services get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Kohmann Bosshard Financial Services registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Kohmann Bosshard Financial Services?","answer":"Kohmann Bosshard Financial Services’ main office is at 3421 Ridgewood Road, Suite 125, Akron, OH 44333. Its phone number is 330-666-6886. 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