# Scott Peebles

> Scott Peebles is a fee-only financial advisor at Trellisent Investments in San Antonio, Texas. Trellisent Investments reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/scott-peebles/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Trellisent Investments
- **Based in:** San Antonio, Texas
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $16.3M across 41 accounts
- **CRD:** 2276031 (https://adviserinfo.sec.gov/individual/summary/2276031)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1992), Series 65 (2009)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.trellisent.com

## Frequently asked questions

### Is Scott Peebles a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Trellisent Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Scott charge for financial advice?

Scott's firm, Trellisent Investments, reports charging a percentage of assets on its SEC Form ADV.

### Where is Scott Peebles based?

Scott Peebles is based in San Antonio, Texas.

### Is Scott Peebles registered with the SEC?

Yes. Scott Peebles is registered as an investment adviser representative in TX (CRD 2276031), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Trellisent Investments manage?

Trellisent Investments reports $16.3M across 41 accounts in assets under management.

### How do I contact Scott Peebles?

Through Scott's website, www.trellisent.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2276031): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.