CRD: 283926
Three Bearings Fiduciary Advisors, Inc.
$350.7M Total AUM
$333.0M Disc. AUM
11.0% 3Y CAGR
4 Employees
223 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-28-2016
- Office Locations
- 1
Office Locations
380 Lafayette Road Unit D Hampton NH
About Three Bearings Fiduciary Advisors, Inc.
Three Bearings Fiduciary Advisors is a fee-only, CFP-led RIA in southern New Hampshire providing fiduciary financial planning and investment management. The firm focuses on portfolio construction and asset allocation, using public funds and ETFs alongside fixed income in diversified portfolios. Operates on Tamarac; custody available through Schwab or Fidelity.
Team overview
41 AVG AGE
$175.4M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
8.3 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
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Asset Classes
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Client Personas
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Services
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Technology
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Owner & Executives
D
DAVID THOMAS MAYES
Advisor, Chief Compliance Officer, DIRECTOR, President
- CRD
- #4400889
- Ownership
- Less than 5%
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Zachary Zwick
Advisor
- CRD
- #6998612
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $333,017,007 | $651,697 |
| Non-Discretionary | $17,716,298 | $492,119 |
| Total | $350,733,305 | $641,194 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
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