CARRIAGE SERVICES INVESTMENT ADVISORS, INC.

Overview

Carriage Services Investment Advisors, Inc. is an SEC-registered corporate adviser (registered in 2012) that operates as an institutional-focused manager providing portfolio management for pooled investment vehicles. The firm charges fees as a percentage of assets under management and runs predominantly discretionary mandates. Filings classify the adviser as unclassified and note it is not an active ESG investor, not a multi-state adviser and not a capital allocator. Its reported advisory activity centers on managing a private pooled vehicle rather than delivering a broad set of retail wealth-management services.

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Public Holdings

Investments & Alternatives

Location & Offices