Carriage Services Investment Advisors, Inc.
● SEC registered since 2012CRD 164325SEC# 801-76865Houston, TX
Ranks #4,544 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$308.2M
Fund GAV
$278.3M
Private funds
1
Employees
4
Accounts
124
Location
Houston, TX
Carriage Services Investment Advisors, Inc. assets under management
Carriage Services Investment Advisors, Inc. is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 2012. It reports $308.2 million in regulatory assets under management and employs 4 people. Carriage Services Investment Advisors, Inc. manages 1 private fund with combined gross assets of $278.3 million, including Styx Private Fund, LLP. By regulatory assets, it ranks 4,544 of 6,004 private fund managers.
Carriage Services Investment Advisors, Inc. private funds
1 funds · $278.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Styx Private Fund, LLP | Other Private | $278.3M | $1 |
Carriage Services Investment Advisors, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carriage Services, Inc. Control | Sole Stockholder | Over 75% | 2012 |
| John Enwright Control | Treasurer | Under 5% | 2025 |
| Steven Douglas Metzger Control | President | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Carriage Services Investment Advisors, Inc. manage?
Carriage Services Investment Advisors, Inc. reports $308.2 million in regulatory assets under management on its Form ADV.
How many private funds does Carriage Services Investment Advisors, Inc. manage?
Carriage Services Investment Advisors, Inc. manages 1 private funds with combined gross assets of $278.3 million.
How many employees does Carriage Services Investment Advisors, Inc. have?
Carriage Services Investment Advisors, Inc. reports 4 employees.
Where is Carriage Services Investment Advisors, Inc. located?
Carriage Services Investment Advisors, Inc. is based in Houston, TX and has been SEC-registered since 2012.
Does Carriage Services Investment Advisors, Inc. disclose fund performance?
Carriage Services Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3040 Post Oak Blvd., Suite 300, Houston, TX 77056 |
| Phone | 713-332-8400 |
| Fax | 713-332-5399 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$308.2M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
AUM vs fund managersTop 76%
Larger than 24% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$308.2Mregulatory AUM
Discretionary $307.7MNon-discretionary $534K