Wealth Manager
    SEC Registered
    Manages Private Funds

    Three Bearings Fiduciary Advisors, Inc.

    Registered investment advisor · Hampton, New Hampshire · CRD #283926

    Assets Under Management
    $351M
    Client Accounts
    547
    Employees
    4
    CRD Number
    283926
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc, Charles Schwab & Co., Inc., National Advisors Trust Company

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Three Bearings Fiduciary Advisors, Inc.

    Three Bearings Fiduciary Advisors, Inc. is a SEC-registered investment advisory firm headquartered in Hampton, New Hampshire, managing approximately $351M in regulatory assets across 547 client accounts. The firm's full regulatory record is filed with the SEC under CRD #283926.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Three Bearings Fiduciary Advisors, Inc.

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    Frequently Asked Questions

    What is Three Bearings Fiduciary Advisors, Inc.'s AUM?

    Three Bearings Fiduciary Advisors, Inc. reports approximately $351M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Three Bearings Fiduciary Advisors, Inc. headquartered?

    Three Bearings Fiduciary Advisors, Inc. is headquartered in Hampton, New Hampshire.

    What is Three Bearings Fiduciary Advisors, Inc.'s CRD number?

    Three Bearings Fiduciary Advisors, Inc.'s CRD number is 283926. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Three Bearings Fiduciary Advisors, Inc. manage?

    Three Bearings Fiduciary Advisors, Inc. manages approximately 547 client accounts according to its latest SEC filing.

    Is Three Bearings Fiduciary Advisors, Inc. SEC registered?

    Yes, Three Bearings Fiduciary Advisors, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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