KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.
CRD #138851 SEC #801-79520 AKRON, OH 330-666-6886
SEC Registered
Total AUM
$910.7M
Discretionary
$904.5M
Employees
9
Clients
251
Accounts
1,396
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $910.7M | $904.5M | $6.2M | 9 | 0 |
| Mar 2025 | $910.7M | $904.5M | $6.2M | 9 | 0 |
| Mar 2024 | $748.8M | $748.8M | $0 | 4 | 1 |
| Mar 2023 | $536.5M | $536.5M | $0 | 5 | 3 |
| Mar 2022 | $540.3M | $540.3M | $0 | 6 | 3 |
| Jun 2021 | $366.5M | $366.5M | $0 | 6 | 4 |
| Jun 2021 | $366.5M | $366.5M | $0 | 6 | 4 |
| Apr 2021 | $366.5M | $366.5M | $0 | 6 | 4 |
| Mar 2021 | $366.5M | $366.5M | $0 | 6 | 4 |
| Jun 2020 | $236.9M | $236.9M | $0 | 6 | 182 |
| Mar 2020 | $236.9M | $236.9M | $0 | 6 | 182 |
| May 2019 | $216.3M | $216.3M | $0 | 6 | 170 |
| May 2019 | $203.6M | $203.6M | $0 | 4 | 170 |
| Jan 2019 | $200M | $200M | $0 | 4 | 170 |
| Aug 2018 | $175M | $175M | $0 | 3 | 124 |
| Jan 2018 | $175M | $175M | $0 | 3 | 124 |
| Aug 2017 | $154.9M | $154.9M | $0 | 3 | 26 |
| Feb 2017 | $126.4M | $126.4M | $0 | 4 | 26 |
| May 2016 | $104M | $104M | $0 | 4 | 26 |
| Mar 2016 | $104M | $104M | $0 | 4 | 26 |
| Jan 2016 | $101.5M | $101.5M | $0 | 4 | 26 |
| Nov 2015 | $101.5M | $101.5M | $0 | 4 | 26 |
| Nov 2015 | $101.5M | $101.5M | $0 | 4 | 26 |
| Jul 2015 | $101.5M | $101.5M | $0 | 3 | 26 |
| Mar 2015 | $101.5M | $101.5M | $0 | 3 | 26 |
| Jul 2014 | $103.1M | $103.1M | $0 | 5 | 26 |
| Apr 2014 | $103.1M | $103.1M | $0 | 5 | 26 |
| Mar 2014 | $103.1M | $103.1M | $0 | 5 | 26 |
| Jun 2012 | $61.7M | $61.7M | $0 | 1 | 26 |
| Apr 2012 | $61.7M | $61.7M | $0 | 1 | 26 |
| Mar 2012 | $61.7M | $61.7M | $0 | 1 | 26 |
| Mar 2009 | $69.7M | $69.7M | $0 | 5 | -- |
| Mar 2007 | $82.3M | $82.3M | $0 | 5 | -- |
| Dec 2005 | $0 | $0 | $0 | 5 | -- |
| Dec 2005 | $0 | $0 | $0 | 5 | -- |
DateNov 2025
Total AUM$910.7M
Discretionary$904.5M
Non-Disc.$6.2M
Employees9
Clients0
DateMar 2025
Total AUM$910.7M
Discretionary$904.5M
Non-Disc.$6.2M
Employees9
Clients0
DateMar 2024
Total AUM$748.8M
Discretionary$748.8M
Non-Disc.$0
Employees4
Clients1
DateMar 2023
Total AUM$536.5M
Discretionary$536.5M
Non-Disc.$0
Employees5
Clients3
DateMar 2022
Total AUM$540.3M
Discretionary$540.3M
Non-Disc.$0
Employees6
Clients3
DateJun 2021
Total AUM$366.5M
Discretionary$366.5M
Non-Disc.$0
Employees6
Clients4
DateJun 2021
Total AUM$366.5M
Discretionary$366.5M
Non-Disc.$0
Employees6
Clients4
DateApr 2021
Total AUM$366.5M
Discretionary$366.5M
Non-Disc.$0
Employees6
Clients4
DateMar 2021
Total AUM$366.5M
Discretionary$366.5M
Non-Disc.$0
Employees6
Clients4
DateJun 2020
Total AUM$236.9M
Discretionary$236.9M
Non-Disc.$0
Employees6
Clients182
DateMar 2020
Total AUM$236.9M
Discretionary$236.9M
Non-Disc.$0
Employees6
Clients182
DateMay 2019
Total AUM$216.3M
Discretionary$216.3M
Non-Disc.$0
Employees6
Clients170
DateMay 2019
Total AUM$203.6M
Discretionary$203.6M
Non-Disc.$0
Employees4
Clients170
DateJan 2019
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees4
Clients170
DateAug 2018
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees3
Clients124
DateJan 2018
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees3
Clients124
DateAug 2017
Total AUM$154.9M
Discretionary$154.9M
Non-Disc.$0
Employees3
Clients26
DateFeb 2017
Total AUM$126.4M
Discretionary$126.4M
Non-Disc.$0
Employees4
Clients26
DateMay 2016
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees4
Clients26
DateMar 2016
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees4
Clients26
DateJan 2016
Total AUM$101.5M
Discretionary$101.5M
Non-Disc.$0
Employees4
Clients26
DateNov 2015
Total AUM$101.5M
Discretionary$101.5M
Non-Disc.$0
Employees4
Clients26
DateNov 2015
Total AUM$101.5M
Discretionary$101.5M
Non-Disc.$0
Employees4
Clients26
DateJul 2015
Total AUM$101.5M
Discretionary$101.5M
Non-Disc.$0
Employees3
Clients26
DateMar 2015
Total AUM$101.5M
Discretionary$101.5M
Non-Disc.$0
Employees3
Clients26
DateJul 2014
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees5
Clients26
DateApr 2014
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees5
Clients26
DateMar 2014
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees5
Clients26
DateJun 2012
Total AUM$61.7M
Discretionary$61.7M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$61.7M
Discretionary$61.7M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$61.7M
Discretionary$61.7M
Non-Disc.$0
Employees1
Clients26
DateMar 2009
Total AUM$69.7M
Discretionary$69.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$82.3M
Discretionary$82.3M
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--