Nottingham Advisors Inc.

RIASEC RegisteredEst. 1982

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 that has been SEC-registered since 1982. The firm serves a mix of individual, family and institutional clients and charges both percentage-of-assets and fixed fees. Its service offering includes financial planning, discretionary portfolio management for individuals, small businesses and institutions, and pension consulting. The adviser identifies as an active ESG investor and does not act as a capital allocator. Nottingham’s reported industry relationships extend beyond pure advisory work; filings list affiliations with broker-dealers, trust companies, banks or thrift institutions, insurance companies and pension consultants. Ownership is noted as a combination of a domestic entity and an individual.