# TRELLISENT INVESTMENTS

TRELLISENT INVESTMENTS of SAN ANTONIO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 151473
- Type: SEC-registered investment adviser
- Location: 227 NORTH LOOP 1604 E, SAN ANTONIO, TX, 78232
- Phone: 210-957-1235
- Latest filing: 2026-02-26
- Regulatory AUM: $16.3M
- Discretionary AUM: $16.3M
- Clients: 1
- Accounts: 41

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151473/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151473/similar
- Related entities: https://search.stillhousedata.com/firm/151473/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151473

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.