Nottinghill Investment Advisers, Ltd

RIASEC Registered

Total AUM

$57.2M

Discretionary

$57.2M

100% of AUM

Avg account

$763K

Accounts

75

Employees

4

Advisory reps

2

Firm details

Headquarters: Cincinnati, Ohio
CRD number: 106804
Website: www.nottinghilladvisers.com
Custodians: CHARLES SCHWAB & CO., INC., APEX CLEARING CORPORATION
Fee structure: Percentage of AUM, Subscription Fees, Other
Client types: HNWI69.65%
Individuals23.41%
Other3.99%
Pension & Profit Sharing Plans2.95%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Nottinghill Investment Advisers, Ltd is an independent, individually owned RIA that provides portfolio management and financial planning for individuals, families, small businesses and institutional clients. The firm offers discretionary portfolio management and financial planning services and charges clients via a mix of percentage-of-AUM, subscription fees and other fee arrangements. Nottinghill does not identify as an ESG-focused or multi-state adviser and does not operate as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities81%
Public Funds/Mutual Funds7%
Cash & Cash Equivalents7%
US Government Bonds5%

Contacts

2 of 2

Jeffrey Mcpeek
Managing DirectorCRD 5432751
Douglas Mcpeek
Managing DirectorCRD 2189690

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Cincinnati, OH

Hamilton

Location

Cincinnati, OH

Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area: Cincinnati-Wilmington-Maysville, OH-KY-IN
Region: Midwest
County: Hamilton
Address: Sq Jager Ct
Time zone: ET (UTC-5)
Office locations

Similar firms

Schmerge Executive Planning Services, Inc.

Cincinnati, OH

AUM $53.4MTEAM 1REPS 1

Julius Arthur Seibert & Company, LLC

Cincinnati, OH

AUM $65.5MTEAM 3REPS 1

Isaacs & Associates, LLC

Cincinnati, OH

AUM $71.8MTEAM 4REPS 1

Wyoming Wealth Management, LLC

Cincinnati, OH

AUM $41MTEAM 1REPS 1

MOY Investment Management, LLC

Cincinnati, OH

AUM $81.4MTEAM 1REPS 1

Huffman Wealth Management

Cincinnati, OH

AUM $85.6MTEAM 2REPS 2

More RIAs in Cincinnati →All Ohio RIAs →