SourcingSourcing

TREBUCHET CONSULTING, LLC

B54
CRD 166645·SEC 801-77644·PITTSBURGH, PA
AUM
$1.08B
$1B+
Est. Revenue
$10.8M
@ 1% on AUM
Est. EBITDA
$3.2M
@ 30% margin
Est. Deal Value
$25.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TREBUCHET CONSULTING, LLC
CRD
166645
SEC file #
801-77644
EIN
—
DBA names
—

Economics

AUM
$1.08B
AUM band
$1B+
AUM trajectory
'20'26
$288.9M → $1.08B▲ +274%
Client mix
Individuals High Net Worth220
Individuals Other190
Corporations4

Operations

Employees (total)
7
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
7 advisors → 7 advisors▬ 0%
Primary office
PITTSBURGH PA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
trebuchetconsultingllc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KROLIKOWSKI, JOHN, PATRICK
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
KROLIKOWSKI, JOHN, PATRICK
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TREBUCHETCONSULTINGLLC.COM
Rdap Domain Creation Date
2006-06-27T14:17:02Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2287
Soi Zip Pct 200k Plus
0.0413
Soi Zip Returns 200k Plus
320
Soi Zip Total AGI
562,842
Fdic Zip Total Deposits
12,411,609,000
Fdic Zip Branch Count
158
Fdic Zip Top Banks
PNC Bank, National Association
Dollar Bank, Federal Savings Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Fidelity4
E*trade4
Fdic Zip Branches Raw
Dollar Bank, FSBPittsburgh, PA
PNC Bank, National AssociationPittsburgh, PA
Fdic Zip HHI
1961.96
Fdic Zip Top Bank Share Pct
34.98
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-27T14:17:02Z
Rdap Domain Last Changed
2024-06-28T12:41:34Z
Rdap Nameservers
Ns10.wixdns.netNs11.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI21,591
Returns1,770
Stub 2
AGI68,724
Returns1,840
Stub 3
AGI86,523
Returns1,410
Soi Zip Total Business Income
16,280
Soi Zip Total Cap Gains
10,886
Soi Zip Total Dividends
11,157
Soi Zip Total Returns
7,740
Top Owner CRD
1355485
Trust Company Affiliate
No

People (4)

4
KROLIKOWSKI, JOHN, PATRICK
IAR · Direct Owner · 87.5%
1355485
Zachary Adam Zimmer
IAR
7467450
STEVEN JEFFREY MILLER
IAR
2616349
Mitchell Ryan Mosgrove
IAR
7457054