Three Bearings Fiduciary Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Hampton, NH. Its latest Form ADV filing, dated March 31, 2026, reports $351M in regulatory assets under management, 4 employees, and 547 accounts.
Assets Under Management
$351M
Employees
4
Offices
--
Total Clients
199
Primary office
HAMPTON, NH
380 LAFAYETTE ROAD UNIT D, HAMPTON, NH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 42.2% of total clients.
Top client categories% of clientsClients
1
Individuals
42.2%
84
2
HNWI
36.7%
73
3
Government
20.1%
40
4
Charitable
1.0%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$351Mas of March 31, 2026
Discretionary94.9%
$333M
95% of total RAUM94.9%
Non-discretionary5.1%
$18M
5% of total RAUM5.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$351M
Total Accounts547
10Y AUM Change+$146M (+71.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee50:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.