NOTTINGHILL INVESTMENT ADVISERS, LTD
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
FINTRXOverview
Nottinghill Investment Advisers, Ltd. operates as an independent, owner-managed RIA structured as a limited liability company. The firm provides financial planning and portfolio management services to individual and family clients as well as institutional and business clients. Its advisory model is predominantly discretionary: the firm reports managing client assets on an ongoing discretionary basis and charges fees by percentage of assets under management, supplemented by subscription and other fee arrangements. Investment positioning favors public equities. The firm’s ADV shows a clear preference for exchange-traded equities as the principal allocation focus. Nottinghill is not identified as an active ESG investor and is not designated as a multi-state or pension consultant adviser. It does allocate to third-party alternative managers for real estate exposure rather than acting as a direct capital allocator.
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
- Exchange Traded Equities81%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents7%
- US Government Bonds5%
Contacts
2 of 2JEFFREY MCPEEK
Managing DirectorCRD 5432751
DOUGLAS MCPEEK
Managing DirectorCRD 2189690
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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