Kohmann Bosshard Financial Services, LLC. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Akron, OH. Its latest Form ADV filing, dated March 23, 2026, reports $1.1B in regulatory assets under management, 9 employees, and 1,735 accounts.
Assets Under Management
$1.1B
Employees
9
Offices
--
Total Clients
510
Primary office
AKRON, OH
3421 RIDGEWOOD ROAD, SUITE 125, AKRON, OH, United States
Top client segmentIndividuals represent 50.2% of total clients.
Top client categories% of clientsClients
1
Individuals
50.2%
256
2
HNWI
42.9%
219
3
Corporations
3.7%
19
4
Charitable
2.9%
15
5
Pension Plans
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 23, 2026
Discretionary100.0%
$1.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$152K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.1B
Total Accounts1,735
10Y AUM Change+$998M (+788.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee57:1
10Y Employee Change+5 (+125.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.