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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 9, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRINK, CARL, BENJAMIN | I | DIRECTOR, VICE PRESIDENT, TREASURER & SECRETARY | NA | Control |
| BRINK, CARL, BENJAMIN | I | DIRECTOR, VICE PRESIDENT, TREASURER & SECRETARY | NA | Control |
| BRINK, CARL, BENJAMIN | I | DIRECTOR, VICE PRESIDENT, TREASURER & SECRETARY | NA | Control |
| BRINK, CARL, BENJAMIN | I | DIRECTOR, VICE PRESIDENT, TREASURER & SECRETARY | NA | Control |
| BRINK, CARL, BENJAMIN | I | DIRECTOR, VICE PRESIDENT, TREASURER & SECRETARY | NA | Control |
| BRINK, CARL, BENJAMIN | I | DIRECTOR, VICE PRESIDENT, TREASURER & SECRETARY | NA | Control |
| BRINK, CARL, BENJAMIN | I | DIRECTOR, VICE PRESIDENT, TREASURER & SECRETARY | NA | Control |
| BRINK, CARL, BENJAMIN | I | DIRECTOR, VICE PRESIDENT, TREASURER & SECRETARY | NA | Control |
| BRINK, CARL, BENJAMIN | I | DIRECTOR, VICE PRESIDENT, TREASURER & SECRETARY | NA | Control |
| BRINK, CARL, BENJAMIN | I | DIRECTOR, VICE PRESIDENT, TREASURER & SECRETARY | NA | Control |
| BRINK, CARL, BENJAMIN | I | DIRECTOR, VICE PRESIDENT, TREASURER & SECRETARY | NA | Control |
| BRINK, CARL, BENJAMIN | I | TREASURER | NA | Control |
| Burns, Timothy "Pepper" | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Burns, Timothy "Pepper" | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Burns, Timothy "Pepper" | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Burns, Timothy "Pepper" | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Burns, Timothy "Pepper" | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Burns, Timothy "Pepper" | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ELLIOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ELLIOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ELLIOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ELLIOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Enwright, John | I | TREASURER | NA | Control |
| Enwright, John | I | TREASURER | NA | Control |
| FIBICH, WHITNEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FIBICH, WHITNEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRANMAYEH, LANCE, KIAN | I | TREASURER | NA | Control |
| GRANMAYEH, LANCE, KIAN | I | TREASURER | NA | Control |
| GRANMAYEH, LANCE, KIAN | I | TREASURER | NA | Control |
| HEILIGBRODT, L., WILLIAM | I | VICE CHAIRMAN, EVP AND SECRETARY | NA | Control |
| KLUG, GEORGE, J. | I | SVP OF INFORMATION SYSTEMS | NA | Control |
| METZGER, STEVEN, DOUGLAS | I | PRESIDENT | NA | Control |
| METZGER, STEVEN, DOUGLAS | I | PRESIDENT | NA | Control |
| PAYNE, MELVIN, C | I | PRESIDENT, CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER | NA | Control |
| PAYNE, MELVIN, C | I | PRESIDENT, CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER | NA | Control |
| PAYNE, MELVIN, C | I | PRESIDENT, CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER | NA | Control |
| PAYNE, MELVIN, C | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| PAYNE, MELVIN, C | I | PRESIDENT, CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER | NA | Control |
| PAYNE, MELVIN, C | I | PRESIDENT, CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER | NA | Control |
| PAYNE, MELVIN, C | I | PRESIDENT, CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER | NA | Control |
| PAYNE, MELVIN, C | I | PRESIDENT, CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER | NA | Control |
| PAYNE, MELVIN, C | I | PRESIDENT, CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER | NA | Control |
| PAYNE, MELVIN, C | I | PRESIDENT, CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER | NA | Control |
| PAYNE, MELVIN, C | I | PRESIDENT, CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER | NA | Control |
| PAYNE, MELVIN, C | I | PRESIDENT, CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER | NA | Control |
| PAYNE, MELVIN, C | I | PRESIDENT, CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER | NA | Control |
| PAYNE, MELVIN, C | I | PRESIDENT, CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER | NA | Control |
| PAYNE, MELVIN, C | I | PRESIDENT, CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER | NA | Control |
| PRESCOTT, ROBERT, KIRK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESCOTT, ROBERT, KIRK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESCOTT, ROBERT, KIRK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESCOTT, ROBERT, KIRK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Quezada, Carlos | I | TREASURER | NA | Control |
| Quezada, Carlos | I | PRESIDENT | NA | Control |
| Quezada, Carlos | I | PRESIDENT | NA | Control |
| SANFORD, TERRY, E. | I | SENIOR VICE PRESIDENT AND CHIEF ACCOUNTING OFFICER | NA | Control |
| VERMA, NEIL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VERMA, NEIL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VERMA, NEIL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CARRIAGE SERVICES, INC. | DE | SOLE STOCKHOLDER | E | Control |
| CARRIAGE SERVICES, INC. | DE | SOLE STOCKHOLDER | E | Control |
| CARRIAGE SERVICES, INC. | DE | SOLE STOCKHOLDER | E | Control |
| CARRIAGE SERVICES, INC. | DE | SOLE STOCKHOLDER | E | Control |
| CARRIAGE SERVICES, INC. | DE | SOLE STOCKHOLDER | E | Control |
| CARRIAGE SERVICES, INC. | DE | SOLE STOCKHOLDER | E | Control |
| CARRIAGE SERVICES, INC. | DE | SOLE STOCKHOLDER | E | Control |
| CARRIAGE SERVICES, INC. | DE | SOLE STOCKHOLDER | E | Control |
| CARRIAGE SERVICES, INC. | DE | SOLE STOCKHOLDER | E | Control |
| CARRIAGE SERVICES, INC. | DE | SOLE STOCKHOLDER | E | Control |
| CARRIAGE SERVICES, INC. | DE | SOLE STOCKHOLDER | E | Control |
| CARRIAGE SERVICES, INC. | DE | SOLE STOCKHOLDER | E | Control |
| CARRIAGE SERVICES, INC. | DE | SOLE STOCKHOLDER | E | Control |
| CARRIAGE SERVICES, INC. | DE | SOLE STOCKHOLDER | E | Control |
| CARRIAGE SERVICES, INC. | DE | SOLE STOCKHOLDER | E | Control |
| CARRIAGE SERVICES, INC. | DE | SOLE STOCKHOLDER | E | Control |
| CARRIAGE SERVICES, INC. | DE | SOLE STOCKHOLDER | E | Control |
| CARRIAGE SERVICES, INC. | DE | SOLE STOCKHOLDER | E | Control |
| CARRIAGE SERVICES, INC. | DE | SOLE STOCKHOLDER | E | Control |
Registrations
Federal
IA
Jul 9, 2025 REGISTERED
Address
3040 POST OAK BLVD.SUITE 300
HOUSTON, TX 77056
United States
Phone: 713-332-8400