Carriage Services Investment Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 27, 2026, reports $308M in regulatory assets under management, 4 employees, and 124 accounts.
Assets Under Management
$308M
Employees
4
Offices
--
Total Clients
<5
Primary office
HOUSTON, TX
3040 POST OAK BLVD., SUITE 300, HOUSTON, TX, United States
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
1
Categories with <5 clients
TRUSTS<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$308Mas of March 27, 2026
Discretionary99.8%
$308M
100% of total RAUM99.8%
Non-discretionary0.2%
$534K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$308M
Total Accounts124
10Y AUM Change+$117M (+61.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee0:1
10Y Employee Change-1 (-20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.