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CARRIAGE SERVICES INVESTMENT ADVISORS, INC.
CRD 164325File 801-76865
APPROVED
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$308.2M
Below cohort median (national)
Discretionary AUM
$307.7M
Non-discretionary $534K
Clients
1
124 accounts
Employees
4
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 18, 2012
- Principal office
- 3040 POST OAK BLVD., SUITE 300, HOUSTON, TX, 77056
- Phone
- 713-332-8400
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $308.2M
- Discretionary AUM
- $307.7M
- Non-discretionary AUM
- $534K
- Discretionary accounts
- 119
- Non-discretionary accounts
- 5
- Total accounts
- 124
- AUM per client
- $308.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $278.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 5 | 4 | decreased by1 |
| Apr 1, 2026 | AUM | $280,250,826 | $308,215,760 | increased by$27,964,934 |
| Apr 1, 2026 | Accounts | 134 | 124 | decreased by10 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $267,352,583 | $280,250,826 | increased by$12,898,243 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 139 | 134 | decreased by5 |
| Apr 1, 2022 | AUM | $242,039,358 | $267,352,583 | increased by$25,313,225 |
| Apr 1, 2022 | Accounts | 141 | 139 | decreased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CARRIAGE SERVICES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CARRIAGE SERVICES” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.