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. operates as an independent registered investment adviser that has been SEC-registered since 1982. The firm serves both high-net-worth individuals and families as well as institutional clients, charging either a percentage of assets under management or fixed fees for advisory services. Core service lines include financial planning, portfolio management for individuals and for businesses/institutions, and pension consulting. The firm identifies as an active ESG investor and maintains industry ties with broker-dealers, banks or thrift institutions, trust companies, and insurance companies. Nottingham is not structured as a capital allocator; instead it relies on pooled vehicles and third‑party managers where appropriate. Ownership is listed as a combination of a domestic entity and individual owners.