Alec Bohm’s parents are seeking to have the Phillies third baseman’s lawsuit against them dismissed, per documents filed in Philadelphia court earlier this week.
“This is a private, family dispute regarding personal finances,” Daniel and Lisa Bohm’s preliminary objections to the complaint read: “with no nexus to Philadelphia, that is subject to arbitration in Florida.”
That’s the crux of the argument presented by Bohm’s parents’ legal team: that the case belongs in arbitration in Florida, where two of the limited liability companies (LLCs) they managed on his behalf are incorporated. Daniel and Lisa, across hundreds of pages of legal documents filed in response to Bohm’s request for a preliminary injunction, pushed back against the characterization that they alone controlled Bohm’s finances and did not have his best interests at heart.
Daniel and Lisa allegedly told Bohm that a third-party advisor might take advantage of his financial situation, per the initial lawsuit, and they encouraged him to let them run his finances. They’ve been closely involved in managing his funds during his seven-year major-league career, but the 29-year-old began to look further into the arrangement during the offseason.
In a lawsuit filed on March 25, Bohm alleged his parents mismanaged his finances while operating the LLCs, misrepresented their stakes in the entities and used “sizeable amounts” of money transferred to two of the LLCs for personal purposes. He seeks $3 million in judgment, to halt arbitration proceedings in Florida, and the return of $528,618 to a brokerage account, along with other relief.
The new documents, filed in Philadelphia Court of Common Pleas over the past week and a half, paint a fuller picture of Daniel and Lisa’s counter-arguments.
Per documents filed by Daniel and Lisa’s legal team at Holland & Knight, conversations about Bohm’s affairs started last fall.
Bohm arrived at his Texas property in October 2025, the documents allege, just as his parents were planning to return to Florida. He allegedly said his girlfriend was planning to move in, and she felt uncomfortable living in a house owned by Next Level LLC that in turn was “controlled” by his parents. The parents responded by telling Bohm he was the only one capable of controlling the LLC — though Daniel and Lisa also had stakes in it (10 percent to Bohm’s 90 percent).
Bohm would ask questions, the documents allege, then go to his room to talk on the phone and return with more to ask. It was “unexpected,” Lisa alleged in a declaration.
“When Daniel and I left Texas the next day, we remained concerned as to what might be going on and who was truly behind the scenes, but we nevertheless believed that Alec was satisfied with our answers and we didn’t receive any follow-up questions from Alec after we left,” the document reads.
Bohm began to ask further questions in January 2026, per the lawsuit, which is when his legal team at Zarwin Baum first requested further information from Daniel and Lisa.
The parents’ filing alleges that, when Daniel received the initial correspondence from Zarwin Baum, he called Bohm’s personal hitting coach in Texas. Bohm, who was with the coach at the time, would not get on the phone with his father and said he would call him back later. When asked to speak with his father once more, Bohm allegedly left the batting cage.
Bohm’s legal team at Zarwin Baum did not respond to a request for comment. Last month, lawyer Gary DeVito said in a statement they were conducting further financial review and working to protect Bohm’s interests.
In a statement to The Athletic, Holland & Knight partner Siobhan Cole reasserted that Daniel and Lisa were transparent about financial transactions and accounts over the years, in addition to working alongside professional advisors while managing Bohm’s finances.
“Daniel and Lisa sincerely hope that this information, which has always been known to Alec, helps him realize that the claims he asserted are misguided and unfounded,” Cole wrote. “Daniel and Lisa remain committed, above all else, to restoring their relationship with their son and putting this matter behind their family.”
Daniel and Lisa’s legal team detailed a timeline similar to what Bohm’s legal team noted in the initial lawsuit regarding the creation of LLCs and management of Bohm’s finances. They also noted the creation of accounts at SunTrust (now Truist) Bank under a financial advisor soon after Bohm was drafted in 2018, which the documents allege all three parties had access to. The filing includes several documents referencing financial advisors and legal assistance, primarily discussing events that took place in the first few years of Bohm’s professional baseball career.
The documents focus on when and where the alleged activity took place to further the defendants’ argument that the matters should be handled in arbitration court in Florida rather than in Pennsylvania. The lawyer who set up the initial LLCs was based in Florida, and Bohm’s financial advisor was based in California. Most conversations about the SunTrust account took place in Florida and Nebraska. What did take place in Pennsylvania, the documents allege, is Bohm signing and/or donating gear for the Alec Bohm Foundation at Citizens Bank Park.
Granting jurisdiction in Pennsylvania would be “fundamentally unfair,” Daniel and Lisa’s legal team argues.
“All states also have an interest in avoiding sensational and unfair news coverage relating to those family disputes,” the documents read. “Both of those substantive policy interests are furthered by getting this case out of Pennsylvania, where the notoriety of Plaintiff’s employer has resulted in this private family affair turning into a media circus.”
As part of the injunction, Bohm sought the return of $528,618 that his parents transferred to an account held by a trust bearing the name of their Florida lawyer. His legal team argued that it was part of a “war chest” meant to assist his parents’ legal efforts. His parents contend it is to pay any bills the LLCs rack up, given Bohm allegedly transferred large portions of money from some of the entities last month.
Bohm’s parents allege the transfer took place to guard against an “emergency” — “after Plaintiff drained the companies of most of their assets, and making sure that Plaintiff has a nest egg in case other individuals who do not have his best interests at heart run away with the rest of his money while this dispute is ongoing.”
Sets of text messages between Bohm and his parents were also included among the new documents. The depicted messages display communication between Bohm and his parents regarding paying bills such as rent and electricity, and back-and-forth negotiations about how his contracts with Panini and Fanatics should be written. Bohm’s parents, as noted in some of the documents, do not have a legal background. They allege in the documents that they were in “frequent contact” with Bohm’s financial advisors, accountants, lawyers and agents over the years.
Also included is communication about stock purchases, with Bohm requesting his parents buy certain stock, and messages from Daniel and Lisa complimenting Bohm on his play for the Phillies.
In their declarations, Lisa and Daniel insisted they did not control Bohm’s finances.
“Alec was also more than happy to have us handle the legwork for all of his personal business,” Daniel said in the documents. “He was more than happy for us to take care of and maintain his residences and run his foundation, while he focused solely on baseball, which we spent many, many hours doing. We never asked for or received any payment for any of the work we did for Alec. We did that work as his parents who love him.”
Now, his parents are allegedly seeking compensation. In an earlier filing, Bohm’s legal team included a note it claimed was from Daniel and Lisa’s Florida counsel. The lawyer, Robert Eckard, calculated the parents’ membership interests in the LLCs to equal $767,001 as of March 1. In the note, Eckard allegedly said it could be less adversarial for Bohm to purchase the stakes rather than going the legal route. His parents also allegedly indicated they will invoice him $50/hour for their financial labor over the years.
With an answer to the petition filed, the decision on how the case will proceed — whether the injunction will be granted or the case dismissed — rests in a judge’s hands. No hearing date has been set yet.