History

40 years of industry experience we are dedicated to proving our worth to our community

The firm was founded in Buffalo, New York in 1981 as an SEC registered investment advisor specializing in separately managed accounts.

Throughout the 1980’s and 1990’s, the firm implemented its strategies using individual large capitalization growth stocks. The turn of the century brought some exciting changes as the firm was acquired in 2000 by Community Bank Systems, a publicly traded company (NYSE: CBU) based in Dewitt, New York. Additionally, in order to broaden the scope of its investment management services, the firm began to incorporate exchange traded funds (ETFs) into portfolios in 2001.

Decades of experience

By 2006, the firm had completed its transition away from individual equity positions and was managing fully diversified, index based portfolios. That year, the firm was also rebranded as Nottingham Advisors and a second satellite office was opened in Palm Beach, Florida.

Building off its position as an early adopter of exchange traded funds, the firm continues to have a large role in the ETF Investment Strategist (EIS) landscape.

1981

Our firm was founded in Buffalo, New York.

2000

Acquired by Community Bank System, Inc.(NYSE: CBU) a regional bank headquartered in Dewitt, New York

2001

Used ETFs in client accounts for the first time, becoming a pioneer of ETF portfolio management

2006

The renamed Nottingham Advisors opens a second satelite office in Palm Beach, FL

2010

Named a “Top 20 Fee-Only Emerging RIA” by InvestmentNews

2014

Nottingham was named a “Top 300 Financial Adviser” by Financial Times and a “2014 ETF All Star” by ETF.com

2016

Nottingham manages and advises on 1,900+ accounts with $1.1 billion in assets under management

2018

Nottingham offers a new suite of environmental, social and governance (ESG)

2021

Nottingham names both Matthew Krajna, CFA and Timothy Calkins, CFA as new Co-Chief Investment Officers

2023

Launched Nottingham’s Outsourced Solutions. We aim to help our advisor partners and their practices.

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