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| Happy Holidays!! thanks for using AUM13F!! |
| Nottingham Advisors Inc
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| CRD # | 104928 |
| SEC # | 801-17685 |
| CIK # | 0001093276 |
| AUM | $1.7 B (2025-04-01) |
| Employees | 9 (56% Investors, 11% Brokers) |
| Phone | 716-633-3800 |
| Address | 100 Corporate Parkway Amherst, NY 14226 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001093276 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 14.0 | ||
| iShares Comex Gold Trust | 7.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,061 | 331.4 |
| (b) Individuals (high net worth individuals) | 144 | 397.8 |
| (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 | 36 | 628.2 |
| (h) Charitable organizations | 32 | 101.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 285 | 51.6 |
| (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 | 20 | 141.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,578 | 1,651.7 |
| By Discretionary | ||
| Discretionary | 1,293 | 1,600.1 |
| Non-Discretionary | 285 | 51.6 |
| Total | 1,578 | 1,651.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,651.7 | |
| Total | 1,578 | 1,651.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001093276] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rockbridge Investment Management LLC
✚
|
NY | 1.7 |
|
Fidelis Capital Partners LLC
✚
|
FL | 1.7 |
|
Wealhouse Capital Limited Partnership
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|
1.7 | |
|
Slatestone Wealth LLC
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|
FL | 1.7 |
|
The Edgar Lomax Company
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|
VA | 1.7 |
|
Hudson Valley Investment Advisors Inc
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|
NY | 1.7 |
|
SLK Private Wealth Management LLC
✚
|
CA | 1.6 |
|
Kanawha Capital Management LLC
✚
|
VA | 1.6 |
|
Cahaba Wealth Management Inc
✚
|
GA | 1.6 |
|
Mosaic Family Wealth Partners LLC
✚
|
MO | 1.6 |