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Three Bearings Fiduciary Advisors, Inc.

● SEC registered since 2016CRD 283926SEC# 801-108079Hampton, NH
Export (members)
Reg. AUM
$307.6M
Employees
5
Accounts
504
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 $307.6 million in regulatory assets under management and employs 5 people.

Three Bearings Fiduciary Advisors, Inc. owners & executives

3 reported
NameTitleOwnershipSince
David Thomas Mayes ControlPresident/Director/Chief Compliance OfficerUnder 5%2016
The David T. Mayes Revocable Living Trust ControlOwnerOver 75%2016
David Thomas Mayes ControlTrustee2016

Frequently asked questions

How much does Three Bearings Fiduciary Advisors, Inc. manage?

Three Bearings Fiduciary Advisors, Inc. reports $307.6 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 5 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

Address380 Lafayette Road Unit D, Hampton, NH 03842
Phone603-926-1775
Fax603-926-1249
Office hours5-Sep
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$290.6M
Non-discretionary$17M
Total (RAUM)$307.6M