Trebuchet Consulting provides financial planning, portfolio management for individuals and small businesses, selecting other managers, estate planning, insurance, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Trebuchet Consulting reports 414 clients. They include 220 high-net-worth individuals, 190 individual clients, and 4 corporations and other businesses. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $1.08B across 1,026 accounts are not. It advised 39 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 46% | 5% |
| High-net-worth individuals | 53% | 94% |
| Corporations and other businesses | <1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 190 | $55.3M | 5.1% | $291K |
| High-net-worth individuals | 220 | $1.01B | 93.8% | $4.61M |
| Corporations and other businesses | Fewer than 5 | $11.7M | 1.1% | $2.94M |
| Total | 414 | $1.08B | 100% | — |
- Clients
- 190
- Regulatory AUM
- $55.3M
- AUM share
- 5.1%
- Avg. per client
- $291K
- Clients
- 220
- Regulatory AUM
- $1.01B
- AUM share
- 93.8%
- Avg. per client
- $4.61M
- Clients
- Fewer than 5
- Regulatory AUM
- $11.7M
- AUM share
- 1.1%
- Avg. per client
- $2.94M
Total
- Clients
- 414
- Regulatory AUM
- $1.08B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 39
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Trebuchet Consulting charges 0.25%–1.00% a year for its Assets Under Management (AUM) Fees. The fee is billed in advance. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Counseling Services
- Financial counseling is billed as a negotiated fixed fee or hourly charge, generally $2,500 to $50,000 annually, paid in advance or arrears as the contract states.
John Krolikowski owns 75% or more of Trebuchet Consulting. It has 7 employees.
Leadership
- John KrolikowskiCCO/Managing Member
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- John Patrick Krolikowski
- Steven Jeffrey Miller
- Mitchell Ryan Mosgrove
- Zachary Adam Zimmer
Staff
- 7 employees
- 7 in advisory functions
- 4 state-registered reps
- 1 insurance agent
- Owns 75% or more of Trebuchet Consulting, LLC
John Krolikowski
Control person · since July 2006
Trebuchet Consulting’s regulatory assets grew 2.0× from $532M (March 2021) to $1.08B (April 2026); clients rose from 225 to 414 and employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $1.08B | 414 | 7 | 1 |
| March 2025 | $921M | 337 | 7 | 1 |
| February 2024 | $799M | 296 | 7 | 1 |
| March 2023 | $677M | 272 | 7 | 1 |
| March 2022 | $597M | 248 | 7 | 1 |
| March 2021 | $532M | 225 | 7 | 1 |
Besides its headquarters, Trebuchet Consulting has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 313 Castle Shannon BLVD., PittsburghHQ
Contact and registration details
- Legal name
- Trebuchet Consulting, LLC
- Headquarters
- 313 Castle Shannon BLVD., Pittsburgh, PA 15234
- Website
- trebuchetconsultingllc.com
- Phone
- 412-388-0715
- @trebuchet-consulting-llc
- SEC file
- 801-77644
- Founded
- 2006
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Trebuchet Consulting uses Fidelity ($1.08B) as custodian for its separately managed accounts. Trebuchet Consulting does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Boston, MA · $1.08B100%
At year end, Trebuchet Consulting’s separately managed accounts were mostly in stocks (52%) and funds (29%).
What the accounts hold
- Stocks52%
- Funds29%
- Bonds12%
- State and local bonds7%
- U.S. government and agency bonds4%
- Investment grade corporate bonds1%
- Cash7%
How many clients does Trebuchet Consulting have?
Trebuchet Consulting has 414 clients and manages $1.08 billion for them, as of April 2026. They include 220 high-net-worth individuals, 190 individual clients, and 4 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 April 2026
What services does Trebuchet Consulting offer?
Trebuchet Consulting provides financial planning, portfolio management for individuals and small businesses, selecting other managers, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Trebuchet Consulting charge?
Trebuchet Consulting charges 0.25%–1.00% a year for its Assets Under Management (AUM) Fees. The fee is billed in advance.
Source: TREBUCHET ADV PART 2A MARCH 2026, filed 17 March 2026
Which custodians does Trebuchet Consulting use?
Trebuchet Consulting’s separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $1.08B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 April 2026
How many financial advisors does Trebuchet Consulting have?
Trebuchet Consulting has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Trebuchet Consulting invest in?
At the end of its last fiscal year, Trebuchet Consulting’s separately managed accounts held 52% exchange-traded equities, 29% registered funds (mutual funds, ETFs, BDCs), 7% state and local bonds, 7% cash and equivalents, 4% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Trebuchet Consulting?
Trebuchet Consulting’s direct owner is John Krolikowski (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 1 April 2026
How does Trebuchet Consulting get paid?
Trebuchet Consulting is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Trebuchet Consulting registered with the SEC?
Yes, Trebuchet Consulting has been registered with the SEC as an investment adviser since 21 February 2013. Its CRD number is 166645 and its SEC file number is 801-77644.
Source: Form ADV Part 1A, Item 1, filed 1 April 2026; IAPD firm record
How do I contact Trebuchet Consulting?
Trebuchet Consulting’s main office is at 313 Castle Shannon BLVD., Pittsburgh, PA 15234. Its phone number is 412-388-0715. Its website is trebuchetconsultingllc.com.