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THREE BEARINGS FIDUCIARY ADVISORS, INC.
CRD 283926File 801-108079
APPROVED
Retail clients
Custody
Filing as of Aug 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$350.7M
Below cohort median (national)
Discretionary AUM
$333.0M
Non-discretionary $17.7M
Clients
199
547 accounts
Employees
5
Above cohort median in NH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 28, 2016
- Principal office
- 380 LAFAYETTE ROAD UNIT D, HAMPTON, NH, 03842
- Phone
- 603-926-1775
- Website
- HTTP://WWW.THREEBEARINGS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $350.7M
- Discretionary AUM
- $333.0M
- Non-discretionary AUM
- $17.7M
- Discretionary accounts
- 511
- Non-discretionary accounts
- 36
- Total accounts
- 547
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $558K |
| High net worth individuals | 73 | $183.2M |
| State or municipal government entities | 40 | $146.1M |
| Individuals (other than high net worth individuals) | 84 | $20.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 12, 2026 | Employees | 4 | 5 | increased by1 |
| Aug 12, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Employees | 5 | 4 | decreased by1 |
| Apr 1, 2026 | Clients | 190 | 199 | increased by9 |
| Apr 1, 2026 | AUM | $307,580,850 | $350,733,305 | increased by$43,152,455 |
| Apr 1, 2026 | Accounts | 504 | 547 | increased by43 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 178 | 190 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $286,328,020 | $307,580,850 | increased by$21,252,830 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 508 | 504 | decreased by4 |
| May 1, 2022 | Clients | 180 | 178 | decreased by2 |
| May 1, 2022 | AUM | $254,273,540 | $286,328,020 | increased by$32,054,480 |
| May 1, 2022 | Accounts | 523 | 508 | decreased by15 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “THREE BEARINGS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“THREE BEARINGS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.