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 manages discretionary and non‑discretionary portfolios for high‑net‑worth individuals, families and institutional clients. The firm combines financial planning and portfolio management with pension consulting and work for small businesses and institutions. Fee arrangements are a mix of percentage‑of‑AUM and fixed fees. Investment execution centers on public investment vehicles—mutual funds and ETFs—with an emphasis on scalable, portfolio‑level exposures rather than concentrated single‑stock bets. Nottingham Advisors identifies as an active ESG investor, which suggests environmental, social and governance criteria are integrated into manager selection and fund choices. The firm is not structured as a capital allocator, so its alternative exposure is accessed through third‑party managers rather than direct, in‑house private capital commitments.
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
2 of 2Timothy Calkins
Co-Chief Investment OfficerCRD 7410300
MATTHEW KRAJNA
Co-Chief Investment OfficerCRD 5668674
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 105Active vs passive
$951M in ETFs
76%
$718M
19%
$233M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $77.3M | 853,952 | 8.13% |
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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