DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

BOHMER KILCOYNE WEALTH MANAGEMENT, LLC

CRD 168419

CINCINNATI, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:523cbba2-4b17-b3e4-bc76-a20ca57e6911

Data as of Apr 18, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 6
On other graphs: 0
Observed: Aug 22, 2013 to Apr 18, 2022
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $666MItem 5.F on the latest filing (2022-04-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $666M
Private client RAUM: $632MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,112
Individual clients: 741
High net worth clients: 367
Custody, client assets: $52.1M
SEC number: 801-78501
CRD: 168419
Filings on the tape: 31
First filed: Aug 22, 2013
Latest filed: Apr 18, 2022
Organised: Limited Liability Company, Ohio

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOHMER, MICHAEL, SULLIVAN	Member	D	yes	01/2017	Jan 20, 2017	Apr 18, 2022
KILCOYNE, JOHN, MICHAEL	Member	D	yes	01/2017	Jan 20, 2017	Apr 18, 2022
WOODARD, KEVIN, SEAN	CHIEF COMPLIANCE OFFICER	Na	no	01/2017	Jan 20, 2017	Apr 18, 2022

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Mar 25, 2022	$666M	$666M	9	4	0	n/a	n/a
2020	Mar 8, 2021	$552M	$552M	10	4	0	n/a	n/a
2019	Feb 19, 2020	$464M	$464M	10	4	0	n/a	n/a
2018	Mar 20, 2019	$398M	$398M	9	4	0	n/a	n/a
2017	Mar 28, 2018	$381M	$381M	9	4	0	n/a	n/a
2016	Jan 20, 2017	$295M	$295M	6	4	n/a	n/a	n/a
2015	Mar 16, 2016	$317M	$317M	9	6	n/a	n/a	n/a
2014	Feb 11, 2015	$305M	$305M	10	6	n/a	n/a	n/a
2013	Feb 12, 2014	$232M	$232M	10	6	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$666M	$552M	20.5%	$398M	18.6%	9	10	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3	Nov 1, 2022	Oct 4, 2022	CINCINNATI, OH	Firm absorbed	RIA to ibd	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LPL FINANCIAL LLC	2	Oct 6, 2020	Sep 6, 2013	CINCINNATI, OH	Team lift out	Ibd to RIA	0.0%
LPL FINANCIAL LLC	3	Oct 28, 2015	Sep 6, 2013	CINCINNATI, OH	Team lift out	Other	0.0%

Relationships

Owns (1)

← WOODARD, KEVIN, SEANOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 20, 2017 to presentfactForm ADV

Controls (2)

← BOHMER, MICHAEL, SULLIVANOwnerMEMBER, ownership code D, individual
Jan 20, 2017 to presentfactForm ADV
← KILCOYNE, JOHN, MICHAELOwnerMEMBER, ownership code D, individual
Jan 20, 2017 to presentfactForm ADV

Registered with (5)

← MICHAEL BOHMERAdvisorregistration: previous registration
Sep 4, 2013 to Nov 1, 2022factForm ADV
← JOHN MICHAEL KILCOYNEAdvisorregistration: previous registration
Sep 4, 2013 to Nov 1, 2022factForm ADV
← MARY KATHRYN HERRINGTONAdvisorregistration: previous registration
Sep 4, 2013 to Nov 1, 2022factForm ADV
← BETHANY BOHMER HUFFMANAdvisorregistration: previous registration
Sep 6, 2013 to Sep 30, 2022factForm ADV
← JOSHUA SCOTT HAIREAdvisorregistration: previous registration
Sep 6, 2013 to Jan 3, 2017factForm ADV

Moved with (2)

→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviser3 advisors, firm absorbed, same day
Nov 1, 2022 to Oct 4, 2022factForm ADV
← LPL FINANCIAL LLCRegistered adviser3 advisors, team lift out
Oct 28, 2015 to Sep 6, 2013factForm ADV

Dated events

Occurred
Nov 1, 2022
Firm absorbed
Bohmer Kilcoyne Wealth Management, LLC's advisors moved to Wealth Enhancement Advisory Services, LLC (Cincinnati, OH): 3 of 3 registered, on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
Nov 1, 2022
Advisor changed firm
Michael Bohmer left Bohmer Kilcoyne Wealth Management, Llc for Wealth Enhancement Advisory Services, Llc (registered 2022-10-04)
Form ADVobserved 4 days ago
Occurred
Nov 1, 2022
Advisor changed firm
John Michael Kilcoyne left Bohmer Kilcoyne Wealth Management, Llc for Wealth Enhancement Advisory Services, Llc (registered 2022-10-04)
Form ADVobserved 4 days ago
Occurred
Nov 1, 2022
Advisor changed firm
Mary Kathryn Herrington left Bohmer Kilcoyne Wealth Management, Llc for Wealth Enhancement Advisory Services, Llc (registered 2022-10-04)
Form ADVobserved 4 days ago
Occurred
Sep 30, 2022
Advisor changed firm
Bethany Bohmer Huffman left Bohmer Kilcoyne Wealth Management, Llc for Huffman Wealth Management (registered 2022-07-20)
Form ADVobserved 4 days ago
Occurred
Aug 22, 2013
First Form ADV filing
Hbk Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:523cbba2-4b17-b3e4-bc76-a20ca57e6911
First observed: Aug 22, 2013
Last observed: Apr 18, 2022 53 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BOHMER KILCOYNE WEALTH MANAGEMENT, LLC

CRD 168419

CINCINNATI, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:523cbba2-4b17-b3e4-bc76-a20ca57e6911

Data as of Apr 18, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:14 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOHMER, MICHAEL, SULLIVAN

Member

yes

01/2017

Jan 20, 2017

Apr 18, 2022

KILCOYNE, JOHN, MICHAEL

Member

yes

01/2017

Jan 20, 2017

Apr 18, 2022

WOODARD, KEVIN, SEAN

CHIEF COMPLIANCE OFFICER

01/2017

Jan 20, 2017

Apr 18, 2022

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 25, 2022

$666M

n/a

2020

Mar 8, 2021

$552M

n/a

2019

Feb 19, 2020

$464M

n/a

2018

Mar 20, 2019

$398M

n/a

2017

Mar 28, 2018

$381M

n/a

2016

Jan 20, 2017

$295M

n/a

2015

Mar 16, 2016

$317M

n/a

2014

Feb 11, 2015

$305M

n/a

2013

Feb 12, 2014

$232M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$666M

$552M

20.5%

$398M

18.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Nov 1, 2022

Oct 4, 2022

CINCINNATI, OH

Firm absorbed

RIA to ibd

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LPL FINANCIAL LLC

Oct 6, 2020

Sep 6, 2013

CINCINNATI, OH

Team lift out

Ibd to RIA

0.0%

LPL FINANCIAL LLC

Oct 28, 2015

Sep 6, 2013

CINCINNATI, OH

Team lift out

Other

0.0%