Three Bearings Fiduciary Advisors, Inc.
● SEC registered since 2016CRD 283926SEC# 801-108079Hampton, NH
Reg. AUM
$350.7M
Employees
4
Accounts
547
Location
Hampton, NH
Three Bearings Fiduciary Advisors, Inc. assets under management
Three Bearings Fiduciary Advisors, Inc. operates as an SEC-registered investment adviser based in Hampton, NH. The firm has been registered since 2016. It reports $350.7 million in regulatory assets under management and employs 4 people.
Three Bearings Fiduciary Advisors, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Thomas Mayes Control | President/Director/Chief Compliance Officer | Under 5% | 2016 |
| The David T. Mayes Revocable Living Trust Control | Owner | Over 75% | 2016 |
| David Thomas Mayes Control | Trustee | — | 2016 |
Frequently asked questions
How much does Three Bearings Fiduciary Advisors, Inc. manage?
Three Bearings Fiduciary Advisors, Inc. reports $350.7 million in regulatory assets under management on its Form ADV.
How many employees does Three Bearings Fiduciary Advisors, Inc. have?
Three Bearings Fiduciary Advisors, Inc. reports 4 employees.
Where is Three Bearings Fiduciary Advisors, Inc. located?
Three Bearings Fiduciary Advisors, Inc. is based in Hampton, NH and has been SEC-registered since 2016.
Does Three Bearings Fiduciary Advisors, Inc. disclose fund performance?
Three Bearings Fiduciary Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 380 Lafayette Road Unit D, Hampton, NH 03842 |
| Phone | 603-926-1775 |
| Fax | 603-926-1249 |
| Office hours | 9-5 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$350.7M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$350.7Mregulatory AUM
Discretionary $333MNon-discretionary $17.7M