CRD: 138851
Kohmann Bosshard Financial Services, Llc.
$1.1B Total AUM
$1.1B Disc. AUM
28.9% 3Y CAGR
9 Employees
510 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Ridge primeOak
- Established Date
- 04-27-2010
- Office Locations
- 1
Office Locations
3421 Ridgewood Road Suite 125 Akron OH
About Kohmann Bosshard Financial Services, Llc.
Kohmann Bosshard Financial Services provides ongoing portfolio management and comprehensive financial planning, including tax, retirement, estate, and charitable strategies. The firm emphasizes diversified, low-cost, long-term portfolios built primarily with index funds and ETFs, using a structured, disciplined approach aligned to client goals and risk tolerance. Team includes CPA and CFP professionals; primary custodian is Charles Schwab.
Team overview
53 AVG AGE
$187.3M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
3.9 yrs AVG TENURE
9 Employees
6 Advisory Reps
3 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Capital Ridge
Custodian
Ember Peak Legacy
Investment Themes
Catalyst Vital frontier Peak radial
Investment Vehicles
Glacier element Catalyst beacon
Services
Glacier peak Momentum unison Oak crest Foundation Focus Focus Bridge Optima pathway Horizon wave Delta
Technology
Pioneer capital Capital zenith
Owner & Executives
DEAN DOUGLAS KOHMANN
President
- CRD
- #2915507
- Ownership
- 75% or more
(915) 801-3388
frontier.foundation@atlascapital.com
in linkedin.com/in/focus-beacon
A
Alexander Cole Hartzel
Chief Financial Officer
- CRD
- #8202236
- Ownership
- Less than 5%
(688) 215-7101
delta.horizon@harborcapital.com
in linkedin.com/in/oak-foundation
Showing 2 of 2 owners & executives
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C
Cassidy Kohmann
--
- CRD
- #7153468
(392) 336-5717
summit.oak@catalystcapital.com
in linkedin.com/in/ember-quantum
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,123,851,631 | $650,377 |
| Non-Discretionary | $152,297 | $21,757 |
| Total | $1,124,003,928 | $647,841 |
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Separately Managed Accounts
Total SMA Asset: $1,124,003,928
Public Funds:
20.1% Equity - Exchange:
6.8% U.S. Government/Agency:
19.2% Cash:
30.1% Municipal Bonds:
23.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,098,533,532 | 20.1% |
| Equity - Exchange | $371,643,185 | 6.8% |
| U.S. Government/Agency | $1,049,345,464 | 19.2% |
| Cash | $1,645,067,628 | 30.1% |
| Municipal Bonds | $1,300,751,148 | 23.8% |
| Total | $5,465,340,957 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA CREST | CAPITAL PRIME | YR3FMVJWM | DVKF | 6.75% | $94,159,494 |
| ATLAS SUMMIT UNISON | HORIZON MOMENTUM | DKEG3E9UE | TEY | 12.37% | $10,131,970 |
| BEACON WAVE | PIONEER CAPITAL | NP071OW9S | WZM | 5.78% | $3,976,709 |
| VALUE SIGNAL | BRIDGE MOMENTUM | 23JRRWLN3 | SKLSK | 12.01% | $90,745,561 |
| CAPITAL LEGACY PEAK | MERIDIAN ALPHA | 0JJVW64WR | XBTR | 7.63% | $115,496,389 |
| ATLAS NORTH MOMENTUM | CREST PEAK | IPF19OMTL | QDGM | 6.83% | $106,179,308 |
| MOMENTUM HORIZON RADIAL | PIONEER UNISON | CZM40QM53 | ZGX | 12.42% | $89,988,770 |
| ZENITH MOMENTUM LEGACY | HARBOR MATRIX | NIXFI19QD | NRAOZ | 7.80% | $88,707,576 |