DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

TREBUCHET CONSULTING, LLC

CRD 166645

PITTSBURGH, PA

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:35581b6d-15b8-cc47-acc2-54ca9c477d98

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Feb 7, 2013 to Apr 1, 2026
28 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: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-04-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $1.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $270Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,026
Individual clients: 190
High net worth clients: 220
SEC number: 801-77644
CRD: 166645
Filings on the tape: 28
First filed: Feb 7, 2013
Latest filed: Apr 1, 2026
Organised: Limited Liability Company, PA
Website: trebuchetconsultingllc.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOHN PATRICK KROLIKOWSKI	n/a	PITTSBURGH, PA	13	41	2	no
STEVEN JEFFREY MILLER	n/a	PITTSBURGH, PA	13	30	3	no
Mitchell Ryan Mosgrove	Certified Financial Planner	PITTSBURGH, PA	4	11	n/a	no
Zachary Adam Zimmer	Certified Financial Planner	PITTSBURGH, PA	4	18	n/a	no

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
KROLIKOWSKI, JOHN, PATRICK	CEO, CCO, MANAGING MEMBER	E	yes	07/2006	Feb 7, 2013	Oct 29, 2024

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; showing 13 of 14

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 1, 2026	$1.1B	$0	7	7	0	n/a	n/a
2024	Mar 7, 2025	$921M	$0	7	7	0	n/a	n/a
2023	Feb 21, 2024	$799M	$0	7	7	0	n/a	n/a
2022	Mar 10, 2023	$677M	$0	7	7	0	n/a	n/a
2021	Mar 1, 2022	$597M	$0	7	7	0	n/a	n/a
2020	Mar 17, 2021	$532M	$0	7	7	0	n/a	n/a
2019	Mar 16, 2020	$369M	$0	7	7	0	n/a	n/a
2018	Mar 19, 2019	$289M	$0	7	7	0	n/a	n/a
2017	Mar 8, 2018	$288M	$0	8	8	0	n/a	n/a
2016	Mar 20, 2017	$235M	$0	8	8	n/a	n/a	n/a
2015	Mar 15, 2016	$195M	$0	7	7	n/a	n/a	n/a
2014	Mar 18, 2015	$200M	$0	7	7	n/a	n/a	n/a
2013	Mar 10, 2014	$179M	$0	7	7	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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
2025	$1.1B	$921M	17.2%	$677M	16.9%	7	7	0	0

Relationships

Registered with (5)

← Zachary Adam ZimmerAdvisorregistration: current employment
Nov 10, 2021 to presentfactForm ADV
← Mitchell Ryan MosgroveAdvisorregistration: current employment
Oct 19, 2021 to presentfactForm ADV
← JOHN PATRICK KROLIKOWSKIAdvisorregistration: current employment
Apr 26, 2013 to presentfactForm ADV
← STEVEN JEFFREY MILLERAdvisorregistration: current employment
Apr 26, 2013 to presentfactForm ADV
← SUSAN ANNE FAUSTAdvisorregistration: previous registration
Apr 7, 2014 to Feb 27, 2015factForm ADV

Controls (1)

← KROLIKOWSKI, JOHN, PATRICKOwnerCEO, CCO, MANAGING MEMBER, ownership code E, individual
Feb 7, 2013 to Oct 29, 2024factForm ADV

Dated events

Occurred
Mar 17, 2021
Regulatory AUM changed
Trebuchet Consulting, Llc reported RAUM $532.5M, up 44% from $368.9M (2020-06-24 to 2021-03-17)
Form ADVobserved 6 days ago
$164M
Occurred
Feb 7, 2013
First Form ADV filing
Trebuchet Consulting, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:35581b6d-15b8-cc47-acc2-54ca9c477d98
First observed: Feb 7, 2013
Last observed: Apr 1, 2026 5 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.

TREBUCHET CONSULTING, LLC

CRD 166645

PITTSBURGH, PA

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:35581b6d-15b8-cc47-acc2-54ca9c477d98

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:08 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN PATRICK KROLIKOWSKI

n/a

PITTSBURGH, PA

STEVEN JEFFREY MILLER

n/a

PITTSBURGH, PA

Mitchell Ryan Mosgrove

Certified Financial Planner

PITTSBURGH, PA

n/a

Zachary Adam Zimmer

Certified Financial Planner

PITTSBURGH, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KROLIKOWSKI, JOHN, PATRICK

CEO, CCO, MANAGING MEMBER

yes

07/2006

Feb 7, 2013

Oct 29, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 1, 2026

$1.1B

n/a

2024

Mar 7, 2025

$921M

n/a

2023

Feb 21, 2024

$799M

n/a

2022

Mar 10, 2023

$677M

n/a

2021

Mar 1, 2022

$597M

n/a

2020

Mar 17, 2021

$532M

n/a

2019

Mar 16, 2020

$369M

n/a

2018

Mar 19, 2019

$289M

n/a

2017

Mar 8, 2018

$288M

n/a

2016

Mar 20, 2017

$235M

n/a

2015

Mar 15, 2016

$195M

n/a

2014

Mar 18, 2015

$200M

n/a

2013

Mar 10, 2014

$179M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

$921M

17.2%

$677M

16.9%