Trellisent Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$16,302,512
Clients
10
60% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$1,630,251
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
Financial planning
Portfolio management
Expertise
Wealth management
Real estate investing
Occupation focus
Retired
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 location
Trellisent Investments
227 North Loop 1604 E, Suite 150
San Antonio TX 78232, United States
Number of offices
2
Most active in
Trellisent Investments has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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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