{"url":"https://nivawealth.com/firms/trebuchet-consulting-166645","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/166645","regulatoryAum":1080372470,"crd":"166645","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1355485","suffix":null,"lastName":"KROLIKOWSKI","firstName":"JOHN","middleName":"PATRICK"},{"crd":"2616349","suffix":null,"lastName":"MILLER","firstName":"STEVEN","middleName":"JEFFREY"},{"crd":"7457054","suffix":null,"lastName":"Mosgrove","firstName":"Mitchell","middleName":"Ryan"},{"crd":"7467450","suffix":null,"lastName":"Zimmer","firstName":"Zachary","middleName":"Adam"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-17","regulatoryAum":532492074,"clients":225,"employees":7,"offices":1},{"filedOn":"2022-03-01","regulatoryAum":597158245,"clients":248,"employees":7,"offices":1},{"filedOn":"2023-03-20","regulatoryAum":677043388,"clients":272,"employees":7,"offices":1},{"filedOn":"2024-02-21","regulatoryAum":799349079,"clients":296,"employees":7,"offices":1},{"filedOn":"2025-03-07","regulatoryAum":921440185,"clients":337,"employees":7,"offices":1},{"filedOn":"2026-04-01","regulatoryAum":1080372470,"clients":414,"employees":7,"offices":1}],"secFileNumber":"801-77644","legalName":"Trebuchet 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2013","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2606398.851219512,"staff":{"employees":7,"advisory":7,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":1080372470,"discretionary":0,"discretionaryAccounts":0,"nonDiscretionary":1080372470,"nonDiscretionaryAccounts":1026,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":39},"clientTypes":[{"label":"Individuals (other than HNW)","clients":190,"regulatoryAum":55286212},{"label":"High-net-worth individuals","clients":220,"regulatoryAum":1013337317},{"label":"Corporations and other businesses","clients":4,"fewerThan5":true,"regulatoryAum":11748941}],"feePrograms":[{"role":"main","program":"Assets Under Management (AUM) Fees","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020275","versionId":1020275,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-17","documentName":"TREBUCHET ADV PART 2A MARCH 2026","fee_rate_low":0.25,"fee_rate_high":1,"fee_negotiable":null,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Counseling Services","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020275","versionId":1020275,"submittedOn":"2026-03-17","documentName":"TREBUCHET ADV PART 2A MARCH 2026"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T07:05:14.641636+00:00","documents":[{"name":"TREBUCHET ADV PART 2A MARCH 2026","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020275","versionId":1020275,"submittedOn":"2026-03-17"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":1080372470}],"custodyNote":"Trebuchet Consulting does not have custody of client assets.","leadership":[{"name":"John Krolikowski","title":"CCO/Managing Member","crd":"1355485"}],"ownership":[{"label":"John Krolikowski","detail":"Cco/managing member in the 75% or more ownership band and a control person, since July 2006."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Pennsylvania","offices":1,"addresses":[{"street":"313 Castle Shannon BLVD.","city":"Pittsburgh","headquarters":true}]}],"brochureServices":["estate planning","insurance","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"412-388-0715","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":52},{"label":"U.S. government/agency bonds","percent":4},{"label":"U.S. state and local bonds","percent":7},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":29},{"label":"Cash and cash equivalents","percent":7}],"privateFunds":0},"sources":{"adv1FilingDate":"1 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/166645/PDF/166645.pdf","brochureDate":"17 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020275","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Trebuchet Consulting have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Trebuchet Consulting offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Trebuchet Consulting charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Trebuchet Consulting use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Trebuchet Consulting have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Trebuchet Consulting invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Trebuchet Consulting?","answer":"Trebuchet Consulting’s direct owner is John Krolikowski (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 1 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Trebuchet Consulting get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Trebuchet Consulting registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Trebuchet Consulting?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 1 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}