Nottingham Advisors Inc.

RIASEC Registered

Total AUM

$1.4B

Discretionary

$1.4B

97% of AUM

Avg account

$1M

Accounts

1,385

Employees

Advisory reps

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

FINTRX

Overview

Nottingham Advisors Inc. is an independent registered investment adviser (SEC-registered in 1982) that serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. The firm charges fees based on a percentage of assets under management and on a fixed-fee basis. Nottingham reports being an active ESG investor and maintains relationships across the financial services ecosystem, including broker-dealers, trust companies, banks, insurance companies and other investment advisers. It is not positioned as a capital allocator.