Carriage Services Investment Advisors, Inc
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Overview
Carriage Services Investment Advisors, Inc operates as a financial advisor firm that has its headquarters in Houston, Texas. Carriage Services Investment Advisors, Inc administers $248.4 million in total assets across 132 customer accounts, placing it in the mid-tier of financial advisory firms in the nation by assets under management (AUM). The company has a small team, including 4 financial advisors. Carriage Services Investment Advisors, Inc is not a registered broker-dealer, meaning it is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal investments such as equities, bonds and options.
Carriage Services Investment Advisors, Inc administers 118 of the firm's client assets in a discretionary manner. Discretionary management signifies that buy and sell judgments for the client's account are made by a portfolio manager without requiring the customer's approval. It also administers 14 non-discretionary accounts with a total of $3.4 million in AUM. The company's typical account size is $1.9 million. The average financial advisor at Carriage Services Investment Advisors, Inc manages around 33 client accounts, making it about average in terms of personalization.
Carriage Services Investment Advisors, Inc's headquarters is located at 3040 Post Oak Blvd., Houston, Texas 77056.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Carriage Services Investment Advisors, Inc by the Numbers
$248.4 million
5
132
$1.9 million
Fee Structure
Financial management fees typically depend on which services the firm provides the client. However, fees billed by the company typically consist of the following fee structure: asset-based. The firm does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to pooled investment vehicles. Out of its 132 accounts, Carriage Services Investment Advisors, Inc's biggest client type is pooled investment vehicles. None of the company's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Carriage Services Investment Advisors, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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