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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CURBSTONE FINANCIAL MANAGEMENT CORP.

CURBSTONE FINANCIAL MANAGEMENT CORPORATION, CRD 13348

MANCHESTER, NH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:70c9cd0c-b035-ae33-8173-4397a49db14f

Data as of Jun 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 0
On other graphs: 0
Observed: Mar 22, 2012 to Jun 22, 2026
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $412MItem 5.F on the latest filing (2026-06-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $412M
Private client RAUM: $383MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $68.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 653
Individual clients: 118
High net worth clients: 149
Custody, client assets: $37.4M
SEC number: 801-67354
CIK: 1608057
CRD: 13348
Filings on the tape: 21
First filed: Mar 22, 2012
Latest filed: Jun 22, 2026
Organised: Corporation, NH
Website: curbstonefinancial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MELVIN JONATHAN SEVERANCE	Certified Financial Planner	MANCHESTER, NH	28	42	n/a	no
ROBERT WINSTON MAIN	n/a	MANCHESTER, NH	28	37	n/a	no
THOMAS MOTT LEWRY	n/a	MANCHESTER, NH	24	44	n/a	no
PAMELA GAY DIAMANTIS	n/a	MANCHESTER, NH	20	26	n/a	no
CAROLYN E POMFRET	Chartered Financial Analyst	MANCHESTER, NH	17	30	1	no
Charles P. Mathews	Chartered Financial Analyst	MANCHESTER, NH	1	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LEWRY, THOMAS MOTT IV	PRESIDENT, CHIEF COMPLIANCE OFFICER, FINANCIAL OPERATIONS PRINCIPAL	E	yes	02/1983	Mar 22, 2012	Jun 18, 2024
DIAMANTIS, PAMELA GAY	Principal	Na	no	07/2006	Mar 22, 2012	Jun 18, 2024
SEVERANCE, MELVIN JONATHAN III	Principal	Na	no	09/2005	Mar 22, 2012	Jun 18, 2024
Sparkman, Jon, B	SECRETARY / LEGAL COUNSEL	Na	no	03/2023	Jun 28, 2023	Jun 18, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PAMELA DIAMANTIS	n/a	n/a	n/a	Y	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Jun 18, 2024	$372M	$372M	9	6	0	n/a	n/a
2023	Jun 28, 2023	$337M	$337M	9	6	0	n/a	n/a
2022	Jun 14, 2022	$382M	$382M	9	6	0	n/a	n/a
2021	Jun 29, 2021	$364M	$364M	9	6	0	n/a	n/a
2020	Jun 25, 2020	$284M	$284M	8	6	0	n/a	n/a
2019	Jun 25, 2019	$306M	$306M	8	6	0	n/a	n/a
2018	Jun 28, 2018	$293M	$293M	9	6	0	n/a	n/a
2017	Jun 27, 2017	$273M	$273M	8	6	n/a	n/a	n/a
2016	Jun 21, 2016	$261M	$261M	8	6	n/a	n/a	n/a
2015	Jun 2, 2015	$263M	$263M	8	6	n/a	n/a	n/a
2014	Jun 30, 2014	$228M	$228M	8	6	n/a	n/a	n/a
2013	Jun 13, 2013	$211M	$211M	8	6	n/a	n/a	n/a
2012	Apr 11, 2012	$183M	$183M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$412M	$337M	22.3%	$364M	4.2%	10	9	0	0

Relationships

Registered with (8)

← Charles P. MathewsAdvisorregistration: current employment
May 20, 2025 to presentfactForm ADV
← CAROLYN E POMFRETAdvisorregistration: current employment
Nov 19, 2008 to presentfactForm ADV
← PAMELA GAY DIAMANTISAdvisorregistration: current employment
Aug 30, 2006 to presentfactForm ADV
← THOMAS MOTT LEWRYAdvisorregistration: current employment
Dec 12, 2001 to presentfactForm ADV
← MELVIN JONATHAN SEVERANCEAdvisorregistration: current employment
Dec 19, 1997 to presentfactForm ADV
← ROBERT WINSTON MAINAdvisorregistration: current employment
Dec 19, 1997 to presentfactForm ADV
← ELIZABETH SALAS EVANSAdvisorregistration: previous registration
Mar 1, 2018 to Jun 28, 2019factForm ADV
← KENNETH PAUL GELINASAdvisorregistration: previous registration
Jul 19, 2000 to Oct 28, 2009factForm ADV

Owns (3)

← SEVERANCE, MELVIN JONATHAN IIIOwnerPRINCIPAL, ownership code NA, individual
Mar 22, 2012 to Jun 18, 2024factForm ADV
← Sparkman, Jon, BOwnerSECRETARY / LEGAL COUNSEL, ownership code NA, individual
Jun 28, 2023 to Jun 18, 2024factForm ADV
← DIAMANTIS, PAMELA GAYOwnerPRINCIPAL, ownership code NA, individual
Mar 22, 2012 to Jun 18, 2024factForm ADV

Controls (1)

← LEWRY, THOMAS MOTT IVOwnerPRESIDENT, CHIEF COMPLIANCE OFFICER, FINANCIAL OPERATIONS PRINCIPAL, ownership code E, individual
Mar 22, 2012 to Jun 18, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:70c9cd0c-b035-ae33-8173-4397a49db14f
First observed: Mar 22, 2012
Last observed: Jun 22, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CURBSTONE FINANCIAL MANAGEMENT CORP.

CURBSTONE FINANCIAL MANAGEMENT CORPORATION, CRD 13348

MANCHESTER, NH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:70c9cd0c-b035-ae33-8173-4397a49db14f

Data as of Jun 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:56 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MELVIN JONATHAN SEVERANCE

Certified Financial Planner

MANCHESTER, NH

n/a

ROBERT WINSTON MAIN

n/a

MANCHESTER, NH

n/a

THOMAS MOTT LEWRY

n/a

MANCHESTER, NH

n/a

PAMELA GAY DIAMANTIS

n/a

MANCHESTER, NH

n/a

CAROLYN E POMFRET

Chartered Financial Analyst

MANCHESTER, NH

Charles P. Mathews

Chartered Financial Analyst

MANCHESTER, NH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LEWRY, THOMAS MOTT IV

PRESIDENT, CHIEF COMPLIANCE OFFICER, FINANCIAL OPERATIONS PRINCIPAL

yes

02/1983

Mar 22, 2012

Jun 18, 2024

DIAMANTIS, PAMELA GAY

Principal

07/2006

Mar 22, 2012

Jun 18, 2024

SEVERANCE, MELVIN JONATHAN III

Principal

09/2005

Mar 22, 2012

Jun 18, 2024

Sparkman, Jon, B

SECRETARY / LEGAL COUNSEL

03/2023

Jun 28, 2023

Jun 18, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PAMELA DIAMANTIS

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Jun 18, 2024

$372M

n/a

2023

Jun 28, 2023

$337M

n/a

2022

Jun 14, 2022

$382M

n/a

2021

Jun 29, 2021

$364M

n/a

2020

Jun 25, 2020

$284M

n/a

2019

Jun 25, 2019

$306M

n/a

2018

Jun 28, 2018

$293M

n/a

2017

Jun 27, 2017

$273M

n/a

2016

Jun 21, 2016

$261M

n/a

2015

Jun 2, 2015

$263M

n/a

2014

Jun 30, 2014

$228M

n/a

2013

Jun 13, 2013

$211M

n/a

2012

Apr 11, 2012

$183M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$412M

$337M

22.3%

$364M

4.2%