DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
T•••••••• C••••••••• L••
Latest filing Apr 1, 2026
First filing on the tape Feb 7, 2013 · 28 filings
SEC status approved since Feb 21, 2013
RAUM
$1.1B
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
99%
$1.1B individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$270M
derived; firm RAUM over IAPD count
Employees
7
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$1.1B as of Apr 1, 2026
Mar 10, 2014$179M then
HNW client RAUM$1.0B as of Apr 1, 2026
Mar 8, 2018$243M then
State-registered IARs (5.B.3)4 as of Apr 1, 2026
Mar 10, 20143 then
Employees (5.A)7 as of Apr 1, 2026
Mar 10, 20147 then
Private funds: no history
RAUM +17% over the last fiscal year+17% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Apr 1, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $270MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 103derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.6MderivedHNW RAUM over HNW clients
- Average account
- $1.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.8derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +23%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.0B94%
- Individuals$55.3M5.1%
- Corporations and businesses$11.7M1.1%
- Individual clients
- 190reported
- HNW clients
- 220reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,026reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J••• P•••••• K••••••••• | Pittsburgh, Pa | Apr 26, 2013 | 41 y | 2 |
| S••••• J•••••• M••••• | Pittsburgh, Pa | Apr 26, 2013 | 30 y | 3 |
| M••••••• R••• M•••••••Certified Financial Planner | Pittsburgh, Pa | Oct 19, 2021 | 11 y | 0 |
| Z•••••• A••• Z•••••Certified Financial Planner | Pittsburgh, Pa | Nov 10, 2021 | 18 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- S•••• A••• F•••• to B••• F•• A••••••••• I•••Feb 27, 2015 · Other
Joined, latest
- S••••• J•••••• M••••• from B••• F•• A••••••••• I•••Apr 26, 2013 · Other
- J••• P•••••• K••••••••• from B••• F•• A••••••••• I•••Apr 26, 2013 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- K••••••••• J•••• P•••••• · Ceo, Cco, Managing Membercontrolsince 07/2006 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Pittsburgh, Pa · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- low discretionary shareStatic outlier · filing Apr 1, 2026discretionary share of RAUM of 0% against a peer median of 99% (1362 comparable advisers, 0.0th percentile, 33.2 robust deviations)peers: independent wealth managers, $1B to $5B (1,362) · 0.0% percentile
What changed
consecutive filings, newest first
- Accounts · 953 to 1,026Dec 5, 2025 to Mar 17, 2026
- Corporate clients · 3 to 4Dec 5, 2025 to Mar 17, 2026
- HNW clients · 176 to 220Dec 5, 2025 to Mar 17, 2026
- Individual clients · 158 to 190Dec 5, 2025 to Mar 17, 2026
- HNW RAUM · $851M to $1.0BDec 5, 2025 to Mar 17, 2026
- Individual RAUM · $52.0M to $55.3MDec 5, 2025 to Mar 17, 2026
- Non-discretionary RAUM · $921M to $1.1BDec 5, 2025 to Mar 17, 2026
- RAUM · $921M to $1.1BDec 5, 2025 to Mar 17, 2026
- Accounts · 855 to 953Oct 29, 2024 to Mar 7, 2025
- Corporate clients · unset to 3.0Oct 29, 2024 to Mar 7, 2025
- HNW clients · 170 to 176Oct 29, 2024 to Mar 7, 2025
- Individual clients · 126 to 158Oct 29, 2024 to Mar 7, 2025
- Financial planning clients · 251-500 to 251-500Oct 29, 2024 to Mar 7, 2025
- HNW RAUM · $727M to $851MOct 29, 2024 to Mar 7, 2025
- Individual RAUM · $55.0M to $52.0MOct 29, 2024 to Mar 7, 2025
- Non-discretionary RAUM · $799M to $921MOct 29, 2024 to Mar 7, 2025
- RAUM · $799M to $921MOct 29, 2024 to Mar 7, 2025
- Accounts · 743 to 855Mar 20, 2023 to Feb 21, 2024
- HNW clients · 136 to 170Mar 20, 2023 to Feb 21, 2024
- Individual clients · 136 to 126Mar 20, 2023 to Feb 21, 2024
- HNW RAUM · $616M to $727MMar 20, 2023 to Feb 21, 2024
- Individual RAUM · $57.9M to $55.0MMar 20, 2023 to Feb 21, 2024
- Non-discretionary RAUM · $677M to $799MMar 20, 2023 to Feb 21, 2024
- RAUM · $677M to $799MMar 20, 2023 to Feb 21, 2024
- Accounts · 609 to 743Mar 1, 2022 to Mar 10, 2023
- Individual clients · 112 to 136Mar 1, 2022 to Mar 10, 2023
- HNW RAUM · $561M to $616MMar 1, 2022 to Mar 10, 2023
- Individual RAUM · $34.1M to $57.9MMar 1, 2022 to Mar 10, 2023
- Non-discretionary RAUM · $597M to $677MMar 1, 2022 to Mar 10, 2023
- RAUM · $597M to $677MMar 1, 2022 to Mar 10, 2023
- Accounts · 945 to 609Mar 17, 2021 to Mar 1, 2022
- HNW clients · 126 to 136Mar 17, 2021 to Mar 1, 2022
- Individual clients · 99 to 112Mar 17, 2021 to Mar 1, 2022
- State-registered IARs · 2 to 4Mar 17, 2021 to Mar 1, 2022
- HNW RAUM · $495M to $561MMar 17, 2021 to Mar 1, 2022
- Individual RAUM · $29.2M to $34.1MMar 17, 2021 to Mar 1, 2022
- Non-discretionary RAUM · $532M to $597MMar 17, 2021 to Mar 1, 2022
- RAUM · $532M to $597MMar 17, 2021 to Mar 1, 2022
- Accounts · 485 to 945Jun 24, 2020 to Mar 17, 2021
- HNW clients · 147 to 126Jun 24, 2020 to Mar 17, 2021
Signals
2 dated events
- T•••••••• C••••••••• L•• reported RAUM $532.5M, up 44% from $368.9M (2020-06-24 to 2021-03-17)Mar 17, 2021 · RAUM change · derived
- T•••••••• C••••••••• L•• filed its initial SEC registration (Form ADV)Feb 7, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- contact@trebuchetconsulting.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 412-388-0715reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 412-388-0719reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/trebuchet-consulting-llc/aboutreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••://WWW.T••••••••C•••••••••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 412-388-0715reportedpublic record, Form ADV, Apr 1, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $270Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026