Investment adviser · CRD 283926
THREE BEARINGS FIDUCIARY ADVISORS, INC.
Investment adviser filing (IA)
HAMPTON, NH, United States · Form ADV filed Aug 10, 2026
- Regulatory AUM
- $351M Form ADV · Item 5.F
- Client accounts
- 547 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 73 | $183,150,971 | 52.2% |
| Government entities | 40 | $146,092,637 | 41.7% |
| Individuals | 84 | $20,931,957 | 6.0% |
| Charities | Fewer than 5 | $557,740 | 0.2% |
Filing source
Form ADV 2125094 · Aug 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
380 LAFAYETTE ROAD UNIT DHAMPTON, NH, 03842, United States
CRD 283926
Filing source
Form ADV 2125094 · Aug 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.