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Firm profile

Curbstone Financial Management Corp.

MANCHESTER, NHCRD 13348Latest ADV June 13, 2025

Curbstone Financial Management Corp. is an SEC registered investment adviser organized as a corporation with a primary office location in Manchester, NH. Its latest Form ADV filing, dated June 13, 2025, reports $385M in regulatory assets under management, 10 employees, and 606 accounts.

Assets Under Management
$385M
Employees
10
Offices
--
Total Clients
266
Primary office
MANCHESTER, NH
741 CHESTNUT STREET, MANCHESTER, NH, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOThomas Mott Iv Lewry

Advisory services offered

3 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 48.5% of total clients.
Top client categories% of clientsClients
1
Individuals
48.5%
129
2
HNWI
47.7%
127
3
Charitable
3.0%
8
4
Pension Plans
0.8%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$385Mas of June 13, 2025
Discretionary100.0%
$385M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$385M
Total Accounts606
10Y AUM Change+$124M (+47.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees10
Clients per Employee27:1
10Y Employee Change+2 (+25.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.