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Nottingham Advisors Inc.
SEC-regulated
Registered investment advisor
Nottingham Advisors Inc. is an SEC registered investment adviser established in September 1982 and is a wholly-owned subsidiary of Community Bank N.A. The firm specializes in asset management and investment advisory services, managing over $1.3 billion in assets as of December 31, 2022. Nottingham Advisors offers financial planning and investment consulting services, tailoring its strategies to individual client needs. The firm primarily manages investment portfolios on a discretionary basis, allocating assets among various securities and investment vehicles. Nottingham Advisors offers five unique asset allocation strategies using ETFs, six strategies using actively managed mutual funds, and four ESG-focused strategies. The firm's investment philosophy involves a core/satellite framework, utilizing mean-variance optimization for asset allocation. Nottingham Advisors charges fees based on a percentage of assets under management, varying between 0.50% and 1.00% annually. The firm may receive compensation for client referrals and maintains relationships with affiliated entities. Nottingham Advisors exercises investment discretion on behalf of clients and does not accept proxy voting authority. Clients are encouraged to review their account statements and reports provided by the firm regularly. The firm does not disclose any disciplinary information or financial data in the brochure. For more information, clients can contact Nottingham Advisors directly.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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