Three Bearings Fiduciary Advisors, Inc.
Three Bearings Fiduciary Advisors, Inc. is an SEC-registered wealth manager in Hampton, NH with $350.7M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Three Bearings Fiduciary Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283926, SEC 801-108079, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $350.7M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Hampton, NH
- Employees
- 4
- Clients
- 199
- CRD
- 283926
- Ownership
- THE DAVID T. MAYES REVOCABLE LIVING TRUST; MAYES, JENNIFER, MARIE; MAYES, DAVID, THOMAS
How much AUM does Three Bearings Fiduciary Advisors, Inc. have?
Three Bearings Fiduciary Advisors, Inc. reported $350.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Three Bearings Fiduciary Advisors, Inc.?
Disclosed owners and executives of Three Bearings Fiduciary Advisors, Inc. include THE DAVID T. MAYES REVOCABLE LIVING TRUST, MAYES, JENNIFER, MARIE, MAYES, DAVID, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.