THREE BEARINGS FIDUCIARY ADVISORS, INC.
CRD #283926 SEC #801-108079 HAMPTON, NH 603-926-1775
SEC Registered
Total AUM
$307.6M
Discretionary
$290.6M
Employees
5
Clients
101
Accounts
504
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $307.6M | $290.6M | $17M | 5 | 22 |
| Mar 2024 | $286.6M | $270.1M | $16.4M | 5 | 23 |
| Mar 2023 | $256.4M | $237.1M | $19.2M | 4 | 24 |
| Nov 2022 | $286.3M | $263.5M | $22.8M | 4 | 22 |
| May 2022 | $286.3M | $263.5M | $22.8M | 4 | 22 |
| Apr 2022 | $286.3M | $263.5M | $22.8M | 4 | 22 |
| Mar 2021 | $254.3M | $232.8M | $21.5M | 4 | 32 |
| Jun 2020 | $235.2M | $217.7M | $17.6M | 4 | 25 |
| Mar 2020 | $235.2M | $217.7M | $17.6M | 4 | 25 |
| Oct 2019 | $208.6M | $193.3M | $15.3M | 4 | 20 |
| Jun 2019 | $208.6M | $193.3M | $15.3M | 3 | 20 |
| Mar 2019 | $208.6M | $193.3M | $15.3M | 5 | 20 |
| Mar 2018 | $215.2M | $200.1M | $15.1M | 5 | 25 |
| Jun 2017 | $205M | $195.8M | $9.2M | 2 | 200 |
| Mar 2017 | $205M | $195.8M | $9.2M | 3 | 200 |
| Nov 2016 | $189.2M | $179.5M | $9.6M | 3 | 0 |
| Jun 2016 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$307.6M
Discretionary$290.6M
Non-Disc.$17M
Employees5
Clients22
DateMar 2024
Total AUM$286.6M
Discretionary$270.1M
Non-Disc.$16.4M
Employees5
Clients23
DateMar 2023
Total AUM$256.4M
Discretionary$237.1M
Non-Disc.$19.2M
Employees4
Clients24
DateNov 2022
Total AUM$286.3M
Discretionary$263.5M
Non-Disc.$22.8M
Employees4
Clients22
DateMay 2022
Total AUM$286.3M
Discretionary$263.5M
Non-Disc.$22.8M
Employees4
Clients22
DateApr 2022
Total AUM$286.3M
Discretionary$263.5M
Non-Disc.$22.8M
Employees4
Clients22
DateMar 2021
Total AUM$254.3M
Discretionary$232.8M
Non-Disc.$21.5M
Employees4
Clients32
DateJun 2020
Total AUM$235.2M
Discretionary$217.7M
Non-Disc.$17.6M
Employees4
Clients25
DateMar 2020
Total AUM$235.2M
Discretionary$217.7M
Non-Disc.$17.6M
Employees4
Clients25
DateOct 2019
Total AUM$208.6M
Discretionary$193.3M
Non-Disc.$15.3M
Employees4
Clients20
DateJun 2019
Total AUM$208.6M
Discretionary$193.3M
Non-Disc.$15.3M
Employees3
Clients20
DateMar 2019
Total AUM$208.6M
Discretionary$193.3M
Non-Disc.$15.3M
Employees5
Clients20
DateMar 2018
Total AUM$215.2M
Discretionary$200.1M
Non-Disc.$15.1M
Employees5
Clients25
DateJun 2017
Total AUM$205M
Discretionary$195.8M
Non-Disc.$9.2M
Employees2
Clients200
DateMar 2017
Total AUM$205M
Discretionary$195.8M
Non-Disc.$9.2M
Employees3
Clients200
DateNov 2016
Total AUM$189.2M
Discretionary$179.5M
Non-Disc.$9.6M
Employees3
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0