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CARRIAGE SERVICES INVESTMENT ADVISORS, INC.
CRD 164325 · SEC 801-76865
3040 POST OAK BLVD., SUITE 300, HOUSTON, TX, 77056, United States
Phone
713-332-8400
Fax
713-332-5399
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$308.2M
Discretionary AUM
$307.7M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (pooled vehicles)PORTFOLIO MANAGEMENT FOR TRUSTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $278.3M |
Official SEC filing: View on IAPD