Trellisent Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Trellisent Investments provides comprehensive wealth management and financial planning primarily for high-net-worth individuals, including their trusts, estates and retirement accounts. Services described in the brochure include investment management, retirement and estate planning, business succession advice, and oversight of complex capital purchases, typically coordinated with clients’ legal, tax and insurance advisers.
The firm manages client portfolios on a discretionary basis using fundamental analysis and, when appropriate, model portfolios that allocate among stocks, bonds, mutual funds, ETFs and alternative investments such as real estate investment trusts, with periodic rebalancing to maintain agreed allocations. The brochure also notes the potential use of higher‑risk strategies (short‑term trading, options, margin) and reliance on custodial platforms that support institutional trading, bunched orders and consolidated reporting.
What is distinctive is the small, concentrated practice: a single-advisor firm managing roughly $16.3 million for about ten clients, which reflects a high-touch, customized engagement model that differs from many independents that serve larger numbers of retail clients. The firm reports no disciplinary history, supplements ongoing advisory work with separate consulting engagements, and emphasizes coordination with external professional advisors as part of its service approach.
Client services
Expertise
Occupation focus
Fee options
$0 - $750,000: 1.30% $750,001 - $3,000,000: 1.10% $3,000,001 - $10,000,000: 1.00% $10,000,001+: 0.90%
Consulting services generally provided at $250/hour; negotiable
Minimum fee: Annual fees generally range between $3,000 and $10,000, billed quarterly in arrears; fees are negotiable Fee-only: Investment management fees charged quarterly in arrears based on average daily balance; consulting services at $250/hour (negotiable)
Main office
227 North Loop 1604 E, Suite 150
San Antonio TX 78232
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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