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Nottingham Advisors, Inc.
Nottingham Advisors, Inc., founded in 1982, is an SEC-registered investment adviser headquartered in Amherst, New York. As a subsidiary of Community Bank N.A., the firm serves a range of clients including individual investors (both high net worth and non-HNW), pension and profit-sharing plans, charitable organizations, corporations, and other investment advisers. With a small team of approximately 9 employees, Nottingham Advisors is noted for personal service, deep client understanding, and contributions to the financial services industry.
Investment Strategy
Nottingham Advisors, Inc. employs a comprehensive investment advisory approach tailored to a diverse client base, primarily in the United States. The firm focuses on discretionary account management, utilizing diversified investment portfolios that may include equities, ETFs, fixed income, and alternative strategies. Their philosophy emphasizes a deep understanding of client needs and the use of evidence-based investment techniques, seeking to deliver consistent, long-term results aligned with individual client objectives. The firm does not operate or sponsor pooled investment vehicles and instead manages portfolios directly for clients, including high net worth individuals, pension plans, and nonprofit organizations.
Latest 13F Filing Activity
Nottingham Advisors, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 110 equity positions with a total 13F market value of $720M. The fund increased holdings in Ishares TR, Ishares TR, Ishares Inc. among other positions. Nottingham Advisors, Inc. reduced exposure to Ishares TR, Paychex Inc., Vanguard BD Index FDS among others.
Top Holdings
Equity Positions (110)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEFA | ISHARES TR | 10.53% | $75.9M | 868,869 | $66.33 | $87.31 | +$8.7M |
M MBB | ISHARES TR | 8.28% | $59.6M | 626,574 | $94.17 | $95.15 | +$6.3M |
S SPYV | SPDR SERIES TRUST | 6.35% | $45.8M | 826,973 | $33.65 | $55.33 | +$3.3M |
S SPYG | SPDR SERIES TRUST | 6.00% | $43.2M | 413,795 | $46.01 | $104.51 | +$1.8M |
J JEPI | J P MORGAN EXCHANGE TRADED F | 5.40% | $38.9M | 680,727 | $55.57 | $57.10 | +$3.6M |
Industry Allocation
Investment Team (5)
| Name | Role | Location | |
|---|---|---|---|
 | co-Chief Investment Officer | Buffalo, NY , United States | |
 | Senior Portfolio Manager | Buffalo, NY , United States | |
 | Senior Portfolio Manager | Buffalo, NY , United States | |
 | Co-Chief Investment Officer | Clarence, NY , United States | |
 | Portfolio Manager | Buffalo, NY , United States |
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