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NOTTINGHAM ADVISORS INC.
CRD 104928File 801-17685
APPROVED
Retail clients
Custody
Filing as of Sep 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.43B
Above cohort median (national)
Discretionary AUM
$1.38B
Non-discretionary $48.3M
Clients
795
1,385 accounts
Employees
9
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 22, 1982
- Principal office
- 500 CORPORATE PARKWAY, SUITE 216, AMHERST, NY, 14226
- Phone
- 716-633-3800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.43B
- Discretionary AUM
- $1.38B
- Non-discretionary AUM
- $48.3M
- Discretionary accounts
- 1,382
- Non-discretionary accounts
- 3
- Total accounts
- 1,385
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 14 | $147.6M |
| Charitable organizations | 20 | $78.9M |
| High net worth individuals | 145 | $259.0M |
| Pension and profit sharing plans | 32 | $793.3M |
| State or municipal government entities | Fewer than 5 | $1.5M |
| Individuals (other than high net worth individuals) | 584 | $145.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 23, 2026 | Employees | 11 | 9 | decreased by2 |
| Apr 1, 2026 | Employees | 9 | 11 | increased by2 |
| Apr 1, 2026 | Clients | 1,578 | 795 | decreased by783 |
| Apr 1, 2026 | AUM | $1,651,666,071 | $1,426,068,477 | decreased by$225,597,594 |
| Apr 1, 2026 | Accounts | 1,578 | 1,385 | decreased by193 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 9 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,584 | 1,578 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,403,883,328 | $1,651,666,071 | increased by$247,782,743 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,223 | 1,578 | decreased by645 |
| Apr 1, 2022 | Clients | 1,667 | 1,584 | decreased by83 |
| Apr 1, 2022 | AUM | $1,399,424,288 | $1,403,883,328 | increased by$4,459,040 |
| Apr 1, 2022 | Accounts | 2,287 | 2,223 | decreased by64 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NOTTINGHAM ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NOTTINGHAM ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.