Curbstone Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,818,415
Clients
4
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
Very LowAverage account size
$954,604
About
The firm provides personalized portfolio management and ongoing investment supervision to individual clients on a fee-only basis, typically charging fees as a percentage of assets under management. It offers tailored asset-allocation strategies and places trades on a discretionary basis while custodians hold client assets independently.
Investment decisions begin with a strategic asset-class allocation and emphasize a cyclical, contrarian approach — buying into market weakness and selling into strength over multi-year phases — with portfolios built largely from low-cost ETFs supplemented by selected individual stocks, laddered fixed-income, and modest allocations to alternatives. The firm maintains liquidity for opportunistic buying (sometimes holding substantial cash allocations during rallies) and uses automated rebalancing tools as part of its implementation process.
Compared with many peers, the firm serves clients through a sponsor relationship with an automated wrap-fee platform, retaining responsibility for model selection and target allocations while that platform executes continuous rebalancing and bundled trading. It also requires clients to use its chosen custodians rather than accepting client-directed brokerage, and it does not accept proxy-voting authority, leaving voting responsibility with clients.
Client services
Portfolio management
Expertise
Passive / index investing
Active portfolio management
Real estate investing
General retirement planning
Fee options
$0 - $2,000,000: 1.00% $2,000,000+: 0.50%
Account minimum: $1,000,000 Fee-only: Curbstone Advisors is a strictly fee-only investment advisory firm; does not accept commissions or other compensation.
Main office location
Curbstone Advisors LLC
19 Engle St.
Tenafly NJ 07670, United States
Number of offices
1
Most active in
Curbstone Advisors LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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