This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-15-1983
- Office Locations
- 1
Office Locations
About Curbstone Financial Management Corporation
Curbstone Financial Management Corporation is a Manchester, NH-based registered investment adviser focused on implementing disciplined asset allocation strategies to meet specific client objectives. The firm provides asset management for individuals, trusts, endowments, and retirement plans, using ETFs and mutual funds as core vehicles alongside fixed income and cash where appropriate. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between June 13, 2025 and June 22, 2026, reported AUM increased 6.8%, from $385.4M to $411.7M.
Across 5 reported observations, AUM increased 7.7% between December 12, 2022 and June 22, 2026, from $382.4M to $411.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 277 clients, or 46.2 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 43 years in operation. The source data was last updated on June 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Curbstone Financial Management Corporation's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Curbstone Financial Management Corporation record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
THOMAS MOTT LEWRY IV
Chief Compliance Officer, Financial Operations Principal, President, Principal
- CRD
- #308983
- Ownership
- 75% or more
MELVIN JONATHAN SEVERANCE III
Principal
- CRD
- #1281226
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
PAMELA GAY DIAMANTIS
Principal
- CRD
- #5166938
ROBERT WINSTON MAIN JR
Associate
- CRD
- #601100
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $411,740,153 | $630,536 |
| Non-Discretionary | $0 | -- |
| Total | $411,740,153 | $630,536 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Curbstone Financial Management Corporation has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Curbstone Financial Management Corporation's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.