CARRIAGE SERVICES INVESTMENT ADVISORS, INC.

3040 Post Oak Blvd.
Suite 300
Houston, Texas 77056
Tel: 713-332-8400

About CARRIAGE SERVICES INVESTMENT ADVISORS, INC.

CARRIAGE SERVICES INVESTMENT ADVISORS, INC, formally registered with the SEC as CARRIAGE SERVICES INVESTMENT ADVISORS, INC. The firm was established in 07/18/2012. They have over 1 offices throughout the country.

CARRIAGE SERVICES INVESTMENT ADVISORS, INC. is a Houston, Texas based Financial Planning firm with nearly $272,694,075 assets under management, offering retirement planning & investment advisory services to 140 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164325
SEC#	801-76865
Assets Managed by Firm	$272,694,075
No. of Clients	140
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (PORTFOLIO MANAGEMENT FOR TRUSTS)

Firm Client Information

	No. of Clients	AUM
Firm Total	140	$272,694,075

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