Scott Peebles
Trellisent Investments · San Antonio, Texas
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.
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Facts
| Firm | Trellisent Investments |
|---|---|
| Based in | San Antonio, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $16.3M across 41 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2276031 |
| Exams passed | Series 63 (1992) · Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.trellisent.com |
| Profile |
How Scott's firm compares
- Trellisent Investments's average account is about $398,000, from its Form ADV (assets managed divided by 41 accounts).
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Questions about Scott
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Antonio
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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