← Directory
CURBSTONE FINANCIAL MANAGEMENT CORP.
Legal name: CURBSTONE FINANCIAL MANAGEMENT CORPORATION
CRD 13348File 801-67354
APPROVED
Retail clients
Custody
Filing as of Jun 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$411.7M
Below cohort median (national)
Discretionary AUM
$411.7M
Clients
277
653 accounts
Employees
10
Above cohort median in NH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Dec 4, 2006
- Principal office
- 741 CHESTNUT STREET, MANCHESTER, NH, 03104-3002
- Phone
- 603-624-8462
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $411.7M
- Discretionary AUM
- $411.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 653
- Non-discretionary accounts
- 0
- Total accounts
- 653
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $364K |
| Charitable organizations | 7 | $27.8M |
| High net worth individuals | 149 | $351.7M |
| Pension and profit sharing plans | Fewer than 5 | $284K |
| Individuals (other than high net worth individuals) | 118 | $31.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Clients | 266 | 277 | increased by11 |
| Jul 1, 2026 | AUM | $385,398,261 | $411,740,153 | increased by$26,341,892 |
| Jul 1, 2026 | Accounts | 606 | 653 | increased by47 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 9 | 10 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 265 | 266 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $372,014,245 | $385,398,261 | increased by$13,384,016 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 598 | 606 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 258 | 265 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $382,449,484 | $372,014,245 | decreased by$10,435,239 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 585 | 598 | increased by13 |
| Jul 1, 2022 | Clients | 245 | 258 | increased by13 |
| Jul 1, 2022 | AUM | $364,294,706 | $382,449,484 | increased by$18,154,778 |
| Jul 1, 2022 | Accounts | 556 | 585 | increased by29 |
| Jul 1, 2021 | Employees | 8 | 9 | increased by1 |
| Jul 1, 2021 | Clients | 242 | 245 | increased by3 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CURBSTONE FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CURBSTONE FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.