Nottingham Advisors Inc.

Nottingham Advisors serves individuals (including high-net-worth clients), trusts, estates, pension and profit-sharing plans, foundations, endowments, corporations, and other investment advisers. The firm provides discretionary and non‑discretionary portfolio management through separately managed accounts, financial planning and consulting, retirement plan consulting, and also licenses investment models to third‑party advisers and TAMPs.

The firm manages portfolios using a core/satellite framework—broad market beta primarily implemented with ETFs and mutual funds (the Firm’s ETF-based Global strategies and ESG variants and the NASMP active-mutual-fund strategies), with tactical satellite positions selected by an in‑house Investment Policy Committee. Nottingham may use options, structured notes, and private placements for qualifying clients, provides consolidated reporting via the Orion platform, and states compliance with the GIPS performance reporting standard.

Nottingham Advisors is a wholly‑owned subsidiary of Community Bank N.A. and operates alongside affiliated entities (including Nottingham Trust, Nottingham Investment Services/NISI and relationships involving LPL, Hand Benefits & Trust Company, and other affiliated advisers), which the Brochure discloses can create referral and custody conflicts and results in receipt of internal control reporting for custody. The firm’s structure and scale are notable for a team of six advisors managing roughly $1.65 billion and servicing over 1,200 client relationships (about 200+ clients per advisor), operating multiple offices, participating in sub‑advisory and wrap programs, and disclosing the use of solicitors/endorsements and performance/GIPS-related reporting.