Carriage Services Investment Advisors, Inc.

Carriage Services Investment Advisors, Inc. (CRD# 164325) is a financial advisory firm headquartered in Houston, TX. They manage $272,694,075 in 140 accounts and serve the financial needs of clients across 0 states (or territories).

Current Firm Details
3040 Post Oak Blvd., Suite 300, Houston, TX 77056
By the Numbers
  • Total Assets Under Management
    273
    MILLION
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $1,947,815
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

Financial Advisors at Carriage Services Investment Advisors, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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