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- Custodian
- Charles Schwab & Company · LPL Financial · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-22-1982
- Office Locations
- 3
Office Locations
About Nottingham Advisors Inc.
Nottingham Advisors is an SEC-registered, fiduciary investment manager serving private clients, financial advisors (outsourced solutions), and institutional investors. Portfolios are implemented in separately managed accounts using a core-satellite allocation framework, blending long-running ETF/indexing usage (in client accounts since 2001) with active strategies through its Select Managers Program. The firm emphasizes transparent, ongoing market communications and claims GIPS® compliance.
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Owner & Executives
CHARLES J. PERRILLO JR
Chief Executive Officer, President
- CRD
- #1366775
- Ownership
- Less than 5%
KAREN MARIE WASHBON
Chief Compliance Officer
- CRD
- #4672667
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Timothy David Calkins
Co-Chief Investment Officer
- CRD
- #7410300
Ericka N DeMars
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- CRD
- #8310788
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,377,756,909 | $996,930 |
| Non-Discretionary | $48,311,568 | $16,103,856 |
| Total | $1,426,068,477 | $1,029,652 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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