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
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. 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 81%, Public Funds/Mutual Funds 7%, Cash & Cash Equivalents 7%, US Government Bonds 5%81%
  • 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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth