Chief Compliance Officer · Carriage Services Investment Advisors, Inc.
Timothy "Pepper" Burns
CRD 7703184 · Named on Form ADV at one SEC-registered adviser
At a glance
Carriage Services Investment Advisors, Inc., an SEC-registered private fund adviser based in Houston, TX with $308 million in regulatory assets, lists Timothy "Pepper" Burns on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Carriage Services Investment Advisors, Inc.Chief Compliance OfficerPrivate fund adviser · Houston, TX · $308M in regulatory assets
AtlasMembers
Timothy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Steven D. MetzgerPresident, Carriage Services Investment Advisors, Inc.
- John EnwrightTreasurer, Carriage Services Investment Advisors, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Timothy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.