CARRIAGE SERVICES INVESTMENT ADVISORS, INC.
CRD #164325 SEC #801-76865 HOUSTON, TX 713-332-8400
SEC Registered Private Funds
Total AUM
$280.3M
Discretionary
$279.7M
Employees
5
Clients
0
Accounts
134
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $280.3M | $279.7M | $543.8K | 5 | 0 |
| Mar 2025 | $280.3M | $279.7M | $543.8K | 5 | 0 |
| Sep 2024 | $272.7M | $271.7M | $955.6K | 6 | 0 |
| Mar 2024 | $272.7M | $271.7M | $955.6K | 6 | 0 |
| May 2023 | $248.4M | $245M | $3.4M | 5 | 0 |
| Mar 2023 | $248.4M | $245M | $3.4M | 5 | 0 |
| Mar 2022 | $267.4M | $266.7M | $661.5K | 5 | 0 |
| Mar 2021 | $242M | $240.4M | $1.7M | 5 | 0 |
| Apr 2020 | $218.6M | $216M | $2.6M | 6 | 0 |
| Jul 2019 | $176.9M | $173.9M | $3M | 5 | 0 |
| Mar 2019 | $176.9M | $173.9M | $3M | 5 | 0 |
| Mar 2018 | $199.2M | $199.2M | $0 | 5 | 0 |
| Mar 2017 | $190.8M | $190.8M | $0 | 5 | 1 |
| Mar 2016 | $175.3M | $175.3M | $0 | 5 | 1 |
| Jun 2015 | $180.7M | $180.7M | $0 | 5 | 1 |
| Mar 2015 | $180.7M | $180.7M | $0 | 5 | 1 |
| Mar 2014 | $174.9M | $174.9M | $0 | 4 | 11 |
| Apr 2013 | $159.5M | $159.5M | $0 | 5 | 1 |
| Jun 2012 | $113.9M | $113.9M | $0 | -- | 1 |
DateJul 2025
Total AUM$280.3M
Discretionary$279.7M
Non-Disc.$543.8K
Employees5
Clients0
DateMar 2025
Total AUM$280.3M
Discretionary$279.7M
Non-Disc.$543.8K
Employees5
Clients0
DateSep 2024
Total AUM$272.7M
Discretionary$271.7M
Non-Disc.$955.6K
Employees6
Clients0
DateMar 2024
Total AUM$272.7M
Discretionary$271.7M
Non-Disc.$955.6K
Employees6
Clients0
DateMay 2023
Total AUM$248.4M
Discretionary$245M
Non-Disc.$3.4M
Employees5
Clients0
DateMar 2023
Total AUM$248.4M
Discretionary$245M
Non-Disc.$3.4M
Employees5
Clients0
DateMar 2022
Total AUM$267.4M
Discretionary$266.7M
Non-Disc.$661.5K
Employees5
Clients0
DateMar 2021
Total AUM$242M
Discretionary$240.4M
Non-Disc.$1.7M
Employees5
Clients0
DateApr 2020
Total AUM$218.6M
Discretionary$216M
Non-Disc.$2.6M
Employees6
Clients0
DateJul 2019
Total AUM$176.9M
Discretionary$173.9M
Non-Disc.$3M
Employees5
Clients0
DateMar 2019
Total AUM$176.9M
Discretionary$173.9M
Non-Disc.$3M
Employees5
Clients0
DateMar 2018
Total AUM$199.2M
Discretionary$199.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$190.8M
Discretionary$190.8M
Non-Disc.$0
Employees5
Clients1
DateMar 2016
Total AUM$175.3M
Discretionary$175.3M
Non-Disc.$0
Employees5
Clients1
DateJun 2015
Total AUM$180.7M
Discretionary$180.7M
Non-Disc.$0
Employees5
Clients1
DateMar 2015
Total AUM$180.7M
Discretionary$180.7M
Non-Disc.$0
Employees5
Clients1
DateMar 2014
Total AUM$174.9M
Discretionary$174.9M
Non-Disc.$0
Employees4
Clients11
DateApr 2013
Total AUM$159.5M
Discretionary$159.5M
Non-Disc.$0
Employees5
Clients1
DateJun 2012
Total AUM$113.9M
Discretionary$113.9M
Non-Disc.$0
Employees--
Clients1