TREBUCHET CONSULTING, LLC

RIASEC RegisteredEst. 2013

Total AUM

$1.1B

Discretionary

0% of AUM

Avg account

$1.1M

Accounts

1,026

Employees

Advisory reps

Firm details

Headquarters: PITTSBURGH, Pennsylvania
CRD number: 166645
Registered since: February 21, 2013
Website: www.trebuchetconsultingllc.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI93.8%
Individuals5.12%
Corporations / Businesses1.09%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Trebuchet Consulting, LLC is an independent registered investment adviser organized as an LLC and operating since 2013. The firm is owned by an individual and positions itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Core advisory services are financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Fee arrangements include a percentage of assets under management, hourly billing, and fixed fees. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser or pension consultant.