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- Custodian
- US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-22-1982
- Office Locations
- 4
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.
Reported data analysis
What the numbers show
Between December 10, 2025 and August 17, 2026, reported AUM decreased 13.7%, from $1.7B to $1.4B.
Across 5 reported observations, AUM increased 1.6% between March 30, 2022 and August 17, 2026, from $1.4B to $1.4B.
Of the latest reported AUM, 96.6% is discretionary and 3.4% is non-discretionary.
The firm reports 7 advisory representatives and 993 clients, or 141.9 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 4 reported office locations and 43 years in operation. The source data was last updated on September 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Nottingham Advisors Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHARLES J. PERRILLO JR
Chief Executive Officer, Chief Trust Investment Officer, SVP
- CRD
- #1366775
- Ownership
- Less than 5%
KAREN MARIE WASHBON
Chief Compliance Officer
- CRD
- #4672667
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Sean Connor
--
- CRD
- #8333965
Ericka N DeMars
Trust Investment Administrator
- CRD
- #8310788
Showing 2 of 9 contacts
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
SMA allocation detail is available
Nottingham Advisors Inc. has reported separately managed account data across 11 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Nottingham Advisors Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.