← Tributary

CARRIAGE SERVICES INVESTMENT ADVISORS, INC.

HOUSTON, TX · CRD 164325 · IAPD ↗ · 713-332-8400

$308.2MRegulatory AUM
2Advisory reps
4Employees
0Clients
0Planning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — CARRIAGE SERVICES INVESTMENT ADVISORS, INC. shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.