|
⚲
|
| Keyboard |
| Nottingham Advisors Inc
✚
|
|
|---|---|
| CRD # | 104928 |
| SEC # | 801-17685 |
| CIK # | 0001093276 |
| AUM | 1,426.1 M (2026-03-30) |
| Employees | 11 (82% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 716-633-3800 |
| Address | 500 Corporate Parkway Amherst, NY 14226 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 15.2 | ||
| iShares Comex Gold Trust | 7.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 584 | 145.8 |
| (b) Individuals (high net worth individuals) | 145 | 259.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 32 | 793.3 |
| (h) Charitable organizations | 20 | 78.9 |
| (i) State or municipal government entities | 0 | 1.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 147.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,385 | 1,426.1 |
| By Discretionary | ||
| Discretionary | 1,382 | 1,377.8 |
| Non-Discretionary | 3 | 48.3 |
| Total | 1,385 | 1,426.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,426.1 | |
| Total | 1,385 | 1,426.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001093276] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Clients | 198 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Oak City Consulting LLC
✚
|
NC | 1,431.6 M |
|
Sanderson Wealth Management LLC
✚
|
NY | 1,431.2 M |
|
1832 Asset Management US Inc
✚
|
1,427.5 M | |
|
Anderson Hoagland & Co
✚
|
MO | 1,427.3 M |
|
True Private Wealth Advisors LLC
✚
|
OR | 1,426.8 M |
|
The Edgar Lomax Company
✚
|
VA | 1,424.0 M |
|
Ironsides Asset Advisors LLC
✚
|
NC | 1,423.9 M |
|
MBL Wealth LLC
✚
|
NC | 1,422.9 M |
|
Revolve Wealth Partners LLC
✚
|
NJ | 1,421.9 M |
|
Fourstar Wealth Advisors LLC
✚
|
IL | 1,420.7 M |