Nottingham Advisors Inc.
Firm details
- Headquarters
- Amherst, New York
- CRD number
- 104928
- Registered since
- September 22, 1982
- Website
- nottinghamadvisors.com
- 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
FINTRXOverview
Nottingham Advisors Inc. is an independent registered investment adviser that has operated since the early 1980s. The firm serves both individuals and families as well as institutional clients, offering financial planning and discretionary portfolio management across individual, small business and institutional relationships. Its fee model combines AUM-based fees with fixed-fee arrangements. Nottingham reports active interest in ESG investing and lists a range of advisory services that include pension consulting and traditional portfolio management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds49%
- US Government Bonds17%
- State & Local Bonds16%
- Investment Grade Corp Bonds14%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Timothy Calkins
Co-Chief Investment OfficerCRD 7410300
Contacts
3 of 6Conner Gyllenhammer
Associate Portfolio ManagerCRD 7265117
Charles Perrillo
SVPCRD 1366775
Kristopher Hacker
IARCRD 5149539
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 111Active vs passive
$1B in ETFs
76%
$776M
18%
$248M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $80.6M | 730,459 | 7.87% |
Location
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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