Data / Investment advisers / New Hampshire / Curbstone Financial Management Corp.
Curbstone Financial Management Corp., Manchester, NH: $412 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Curbstone Financial Management Corp. is an SEC registered investment adviser with its main office in Manchester, New Hampshire and reports $412 million in regulatory assets under management in its Form ADV filed June 22, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management.
The request: Watch Curbstone Financial Management Corp. (CRD number 13348): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 13348
- SEC file number
- 801-67354
- SEC status
- Approved, effective December 4, 2006
- Legal name
- Curbstone Financial Management Corporation
- Main office
- 741 Chestnut Street, Manchester, NH 03104
- Phone
- (603) 624-8462
- Website
- curbstonefinancial.com
- Regulatory AUM
- $411,740,153 in the Form ADV filed June 22, 2026
- Discretionary AUM
- $411,740,153
- Accounts
- 653
- Employees
- 10, of which 6 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 149 | $351.7 million |
| Individuals (other than high net worth individuals) | 118 | $31.6 million |
| Charitable organizations | 7 | $27.8 million |
| Corporations or other businesses | 1 | $364,371 |
| Pension and profit sharing plans | 2 | $284,079 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| July 1, 2026 | $411.7 million | June 22, 2026 |
| December 1, 2025 | $385.4 million | June 13, 2025 |
Other advisers in New Hampshire
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Independence Financial Advisors, LLC | Franklin | $463.8 million | Not listed | adviserinfo.sec.gov |
| Arcadia Wealth Management, LLC | Manchester | $445.5 million | Not listed | adviserinfo.sec.gov |
| Lumbard & Kellner, LLC | Hollis | $443.6 million | Not listed | adviserinfo.sec.gov |
| Northeast Planning Associates, Inc. | Bedford | $414 million | Not listed | adviserinfo.sec.gov |
| Grove Street Fiduciary, LLC | Peterborough | $413.2 million | Not listed | adviserinfo.sec.gov |
| Sweeney Financial Advisors | Bedford | $403.2 million | Not listed | adviserinfo.sec.gov |
| Cornerstone Financial Planning, LLC | Portsmouth | $400.7 million | Not listed | adviserinfo.sec.gov |
| Three Bearings Fiduciary Advisors, Inc. | Hampton | $350.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Hampshire
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Curbstone Financial Management Corp. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.