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BILKEYKATZ INVESTMENT CONSULTANTS

PITTSBURGH, PA · CRD 125216 · IAPD ↗ · bilkeykatz.com · 412-803-9900

$0Regulatory AUM
4Advisory reps
8Employees
36Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
January 2026 — BILKEYKATZ INVESTMENT CONSULTANTS (PITTSBURGH, PA) left the SEC roster (was $0 RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.