CARRIAGE SERVICES INVESTMENT ADVISORS, INC.
SEC Form ADV profile.
Total regulatory AUM
$308,215,760
Discretionary
$307,682,015
Non-discretionary
$533,745
Firm details
- CRD number
- 164325
- SEC file number
- 801-76865
- Main office
- HOUSTON, TX, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.