← Directory
CARRIAGE SERVICES INVESTMENT ADVISORS, INC.
CRD 164325File 801-76865
APPROVED
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.