Curbstone Financial Management Corporation
- Regulatory AUM
- $412M
- Discretionary
- $412M
- Clients
- 277
- Avg AUM / client
- $1.5M
- Accounts
- 653
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 118 | $31.6M | 7.68% |
| High net worth individuals | 149 | $352M | 85.4% |
| Pension and profit sharing plans | 2 | $284K | 0.07% |
| Charitable organizations | 7 | $27.8M | 6.75% |
| Corporations and other businesses | 1 | $364K | 0.09% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas Mott Lewry | President, Chief Compliance Officer, Financial Operations Principal | Feb 1983 (44y) | 75% or more | |
| Melvin Jonathan Severance | Principal | CFP | Dec 1997 (29y) | Less than 5% |
| Sparkman, Jon, B | Secretary / Legal Counsel | Mar 2023 (3y) | Less than 5% | |
| Robert Winston Main | Registered representative | Dec 1997 (29y) | ||
| Pamela Gay Diamantis | Registered representative | Aug 2006 (20y) | ||
| Carolyn E Pomfret | Registered representative | CFA | Nov 2008 (18y) | |
| Charles P. Mathews | Registered representative | CFA | May 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Diamantis, Pamela Gay | Principal | Jul 2006 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/22/2026 | 995 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $412M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 22, 2026.
View current Form ADV (SEC/IAPD) ↗