AdvisorCensus / Financial advisors / New Hampshire / Manchester / Curbstone Financial Management Corp.
Curbstone Financial Management Corp.
Filed as CURBSTONE FINANCIAL MANAGEMENT CORP. · Legal name Curbstone Financial Management Corporation
Curbstone Financial Management Corp. is an SEC-registered investment advisory firm in Manchester, NH, registered since 2006, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 22, 2026.
Quick answers
From the filingHow is Curbstone Financial Management Corp. compensated?
On its Form ADV (Item 5.E, October 2026), Curbstone Financial Management Corp. reports these compensation arrangements: a percentage of assets under its management.
What does Curbstone Financial Management Corp.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated June 22, 2026 states: Up to $2,000,000: 1% a year; $2,000,000 to $5,000,000: 0.85% a year; Above $5,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Curbstone Financial Management Corp. located?
Curbstone Financial Management Corp.'s principal office is in Manchester, NH, according to its Form ADV.
Is Curbstone Financial Management Corp. registered with the SEC or a state?
Curbstone Financial Management Corp. is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 13348.
How much does Curbstone Financial Management Corp. manage?
Curbstone Financial Management Corp. reports $411,740,153 in regulatory assets under management in its Form ADV filing dated June 22, 2026 (100% discretionary).
How have Curbstone Financial Management Corp.'s assets and staff changed since 2021?
In the Form ADV data for Curbstone Financial Management Corp.: Regulatory assets under management: $364,294,706 in the October 2021 data and $411,740,153 in the October 2026 data, up 13%. Total employees: 9 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Curbstone Financial Management Corp. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (149); individuals (other than high net worth individuals) (118); charitable organizations (7).
Which custodians does Curbstone Financial Management Corp. use?
Curbstone Financial Management Corp.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Curbstone Financial Management Corp. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/13348
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $2,000,000 | 1% |
| $2,000,000 to $5,000,000 | 0.85% |
| Above $5,000,000 | 0.5% |
The brochure's wording
On the first $2,000,000 1.00% On the next $3,000,000 0.85% Balance over $5,000,000 0.50%
As stated in the firm's Form ADV Part 2A brochure dated June 22, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$411,740,153 as of October 2026, filing dated June 22, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Curbstone Financial Management Corporation
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2006 (19 years)
- Employees
- Total: 10. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
9 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $411,740,153 | 10 | June 22, 2026 |
| October 2025 | $385,398,261 | 10 | June 13, 2025 |
| October 2024 | $372,014,245 | 9 | June 18, 2024 |
| October 2023 | $336,616,014 | 9 | June 28, 2023 |
| October 2022 | $382,449,484 | 9 | June 14, 2022 |
| October 2021 | $364,294,706 | 9 | June 29, 2021 |
Regulatory assets under management: $364,294,706 in the October 2021 data and $411,740,153 in the October 2026 data, up 13%.
Total employees: 9 in October 2021 and 10 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Curbstone Financial Management Corp. (CRD 13348): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/curbstone-financial-management-corp-manchester-nh-13348