Carriage Services Investment Advisors, Inc.
Carriage Services Investment Advisors, Inc. is an SEC-registered asset manager in Houston, TX with $308.2M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Carriage Services Investment Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164325, SEC 801-76865, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $308.2M (2026-03-27)
- Firm type
- Asset Manager
- Location
- Houston, TX
- Employees
- 4
- Clients
- 1
- CRD
- 164325
- Ownership
- CARRIAGE SERVICES, INC.; ELLIOTT, MICHAEL; PAYNE, MELVIN, C; BRINK, CARL, BENJAMIN; GRANMAYEH, LANCE, KIAN
How much AUM does Carriage Services Investment Advisors, Inc. have?
Carriage Services Investment Advisors, Inc. reported $308.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Carriage Services Investment Advisors, Inc.?
Disclosed owners and executives of Carriage Services Investment Advisors, Inc. include CARRIAGE SERVICES, INC., ELLIOTT, MICHAEL, PAYNE, MELVIN, C, BRINK, CARL, BENJAMIN, GRANMAYEH, LANCE, KIAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.