CRD: 13348
Curbstone Financial Management Corporation
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Custodian
Investment Themes
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Services
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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
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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 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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