Carriage Services Investment Advisors, Inc.
- Regulatory AUM
- $308M
- Discretionary
- $308M
- Clients
- 1
- Avg AUM / client
- $308M
- Accounts
- 124
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $278M | 90.3% |
| Other | Fewer than 5 clients | $29.9M | 9.71% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $255M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Styx Private Fund, Llp | Other Private Fund | Florida | $255M | 118 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Burns, Timothy "Pepper" | Chief Compliance Officer | Dec 2022 (4y) | Less than 5% | |
| Granmayeh, Lance, Kian | Treasurer | Apr 2023 (3y) | Less than 5% | |
| Quezada, Carlos | President | Feb 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Carriage Services, Inc. | Sole Stockholder | Apr 2012 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $255M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Styx Private Fund, Llp | Other Private Fund | $255M | $1 | 118 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Reported custodians
- Regions Bank $22.3M (7% of AUM) Mar 2026
- Argent Trust Company $4.7M (2% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗