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Nottinghill Investment Advisers, LTD

Nottinghill Investment Advisers, LTD. CRD 106804

Nottinghill Investment Advisers, LTD logo

CRD: 106804

Nottinghill Investment Advisers, LTD

$57.2M Total AUM
$57.2M Disc. AUM
-- 3Y CAGR
4 Employees
76 ADV. Clients
26 yrs Firm Age

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Firm Details

Custodian
Apex ยท Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Available
Established Date
01-01-2000
Office Locations
1

Office Locations

Southampton Square 7414 Jager Court Cincinnati OH

About Nottinghill Investment Advisers, LTD

Nottinghill Investment Advisers, Ltd is a Cincinnati-based RIA led by Doug McPeek (CIO/CCO) and Jeff McPeek. The firm provides asset management, investment planning, and portfolio construction for retail and institutional clients, emphasizing active asset allocation and ETF- and index-fund implementation alongside fixed income and real estate exposure. Custody is reported with Charles Schwab & Co.

Team overview

69 AVG AGE
$28.6M AVG AUM / ADVISOR
$752.8K AVG AUM / CLIENT
22.5 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
26yrs Firm Age

Insights

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Asset Classes

Available

Custodian

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Investment Themes

Available

Services

Available

Technology

Available

Owner & Executives

D

DOUGLAS GORDON MCPEEK

Chief Compliance Officer, Chief Investment Officer, Managing Director

CRD
#2189690
Ownership
75% or more
Available
Available
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Contacts

J

JEFFREY EDWARD MCPEEK

Managing Director

CRD
#5432751
Available
Available
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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-09-2011
03-26-2012
Category Assets AVG. Account size
Discretionary $57,214,768 $789,933
Non-Discretionary $0 --
Total $57,214,768 $789,933

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Cash:
Available
Public Funds:
Available
U.S. Government/Agency:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Cash Available Available
Public Funds Available Available
U.S. Government/Agency Available Available
Total Available Available

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