Fee-only adviser · Pittsburgh, PA
Trebuchet Consulting, LLC
Trebuchet Consulting, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Pittsburgh, Pennsylvania. On its latest Form ADV, filed April 1, 2026, it reports $1.1B in regulatory assets under management, 410 individual clients and 7 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 166645 · SEC file 801-77644 |
| Office | 313 Castle Shannon Blvd. Pittsburgh, PA 15234 |
| Phone | (412) 388-0715 |
| Website | www.trebuchetconsultingllc.com |
| Regulatory assets under management | $1.1B |
| Individual clients | 190 non-high-net-worth, 220 high-net-worth |
| Financial planning clients | 251-500 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 7 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 1, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Pittsburgh
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- Mfa Wealth Advisors, LLC $605M
- Hapanowicz Financial $622M
- Guyasuta Investment Advisors, Incorporated $2.4B
- Ewa, LLC $751M
- DWD Portfolio Solutions, Inc. $248M
See all 38 fee-only advisers in Pittsburgh →
Nearby
- Oakmont 1 firm
- Sewickley 6 firms
- Monroeville 1 firm
- White Oak 1 firm
- Venetia 1 firm
- Wexford 7 firms
- Canonsburg 7 firms
- McMurray 2 firms
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