NOTTINGHAM ADVISORS INC.

RIASEC RegisteredEst. 1982
Total AUM
$1.4B
Discretionary
$1.4B
97% of AUM
Avg account
$1M
Accounts
1,385
Employees
11
Advisory reps
8

Firm details

Headquarters
AMHERST, New York
CRD number
104928
Registered since
September 22, 1982
Custodians
NOTTINGHAM TRUST, U.S. BANK, N.A.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Pension & Profit Sharing Plans55.63%
  • HNWI18.16%
  • Corporations / Businesses10.35%
  • Individuals10.22%
  • Charitable Organizations5.53%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Nottingham Advisors Inc. is an independent registered investment adviser that manages discretionary and non‑discretionary portfolios for high‑net‑worth individuals, families and institutional clients. The firm combines financial planning and portfolio management with pension consulting and work for small businesses and institutions. Fee arrangements are a mix of percentage‑of‑AUM and fixed fees. Investment execution centers on public investment vehicles—mutual funds and ETFs—with an emphasis on scalable, portfolio‑level exposures rather than concentrated single‑stock bets. Nottingham Advisors identifies as an active ESG investor, which suggests environmental, social and governance criteria are integrated into manager selection and fund choices. The firm is not structured as a capital allocator, so its alternative exposure is accessed through third‑party managers rather than direct, in‑house private capital commitments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 49%, US Government Bonds 17%, State & Local Bonds 16%, Investment Grade Corp Bonds 14%, Cash & Cash Equivalents 3%, Exchange Traded Equities 1%, Sovereign Bonds 1%, Non-Investment Grade Corp Bonds 1%, Derivatives 1%, Private Funds 1%, Other 1%49%
  • Public Funds/Mutual Funds49%
  • US Government Bonds17%
  • State & Local Bonds16%
  • Investment Grade Corp Bonds14%
  • Cash & Cash Equivalents3%

Owners & executives

2 of 2
  • Timothy Calkins

    Co-Chief Investment OfficerCRD 7410300

  • MATTHEW KRAJNA

    Co-Chief Investment OfficerCRD 5668674

Contacts

3 of 6
  • Conner Gyllenhammer

    Associate Portfolio ManagerCRD 7265117

  • CHARLES PERRILLO

    SVPCRD 1366775

  • KRISTOPHER HACKER

    IARCRD 5149539

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 105

Active vs passive

$951M in ETFs

Passive

76%

$718M

Active

19%

$233M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE MSCI EAFE ETF (IEFA)BlackRockPassiveForeign Large Blend$77.3M853,9528.13%

Location

Primary office

AMHERST, NY

ERIE

Location

AMHERST, NY

Headquartered in AMHERST, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.

Metro area
Buffalo-Cheektowaga-Olean, NY
Region
Northeast
County
ERIE
Address
500 Corporate Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth