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THREE BEARINGS FIDUCIARY ADVISORS, INC.

HAMPTON, NH · CRD 283926 · IAPD ↗ · 603-926-1775

$350.7MRegulatory AUM
2Advisory reps
5Employees
24Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
September 2026 — THREE BEARINGS FIDUCIARY ADVISORS, INC. now reports custody of client assets ($321.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.