Curbstone Financial Management Corp.

Overview

Curbstone Financial Management Corp. is an SEC registered investment adviser based in Manchester, NH, registered since 2006. It reports $412M in assets under management across 653 accounts, with 10 employees. It has 6 investment adviser representatives.

Reported AUM

$412M

Discretionary

100%

Accounts

653

Average account

$631K

Employees

10

Advisory reps

6

Registered since

2006

Jurisdictions

9

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Percentage of Assets

Executive officers 3 of 4

• Thomas Mott Lewry IV President, Chief Compliance Officer, Financial Operations Principal CRD 308983
• Melvin Jonathan Severance III Principal CRD 1281226
• Pamela Gay Diamantis Principal

1 more executive officer, with direct contact details

Advisory reps 3 of 6

• Pamela Gay Diamantis Investment Adviser Rep CRD 5166938
• Thomas Mott Lewry IV Investment Adviser Rep CRD 308983
• Robert Winston Main Jr. Investment Adviser Rep CRD 601100

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

741 Chestnut St
Manchester, NH 03104

County

Hillsborough

Metro area

Manchester-Nashua, NH

Region

Northeast

Registrations

• SEC registered
• Registered in 9 jurisdictions
• Website: curbstonefinancial.com

Every state, with registration dates

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