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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.