Carriage Services Investment Advisors, Inc.

Carriage Services Investment Advisors, Inc. is a registered investment adviser established in 2012 and is a subsidiary of Carriage Services, Inc. The firm specializes in providing investment advisory services to a private fund, Styx Private Fund LLP, and deathcare trusts affiliated with Carriage Services, Inc. The firm manages assets on a discretionary basis, following investment guidelines set by Carriage Services, Inc. and the Fund's officer. The investment strategy includes a mix of security types such as equity securities, municipal securities, corporate debt, and mutual funds, among others. Carriage Services Advisors charges a 2.00% annual fee based on assets under management, payable monthly. The firm does not charge performance-based fees and does not receive compensation from the sale of recommended investment products. Clients receive detailed quarterly reports on their investments. Carriage Services Advisors does not have any disciplinary history and is a wholly-owned subsidiary of Carriage Services, Inc., which is a leading provider of deathcare services in the U.S. The firm does not engage in other financial industry activities or have material relationships that could pose conflicts of interest. Clients can request information on how their proxies were voted. Carriage Services Advisors does not serve as a custodian for client assets, and custody is maintained by a third-party custodian, Regions Bank.