# Nottingham Wealth Partners, Inc.

> Nottingham Wealth Partners, Inc. is an SEC-registered investment advisory firm in Syracuse, NY, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 17, 2026.

- CRD: 306971
- Filed as: NOTTINGHAM WEALTH PARTNERS, INC.
- Also doing business as: NOTTINGHAM FINANCIAL GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Syracuse, NY
- Filing period: October 2026
- Form ADV filing dated: April 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306971
- AdvisorCensus page: https://advisorcensus.com/firm/nottingham-wealth-partners-inc-syracuse-ny-306971

## Quick answers

**How is Nottingham Wealth Partners, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Nottingham Wealth Partners, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Nottingham Wealth Partners, Inc. located?**
Nottingham Wealth Partners, Inc.'s principal office is in Syracuse, NY, according to its Form ADV; the May 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Nottingham Wealth Partners, Inc. registered with the SEC or a state?**
Nottingham Wealth Partners, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 306971.

**How much does Nottingham Wealth Partners, Inc. manage?**
Nottingham Wealth Partners, Inc. reports $80,455,295 in regulatory assets under management in its Form ADV filing dated April 17, 2026 (100% discretionary).

**How have Nottingham Wealth Partners, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Nottingham Wealth Partners, Inc.: Regulatory assets under management: $32,178,040 in the October 2021 data and $80,455,295 in the October 2026 data, up 150%. Total employees: 3 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Nottingham Wealth Partners, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (126); high net worth individuals (16).

**Which custodians does Nottingham Wealth Partners, Inc. use?**
Nottingham Wealth Partners, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Assetmark Brokerage, LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Nottingham Wealth Partners, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/306971

**What changed in Nottingham Wealth Partners, Inc.'s recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $65,615,691 to $80,455,295 (+23%). Changed its office addresses in Latham, NY.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Assetmark Brokerage, LLC
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $80,455,295
- Discretionary: $80,455,295
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 126 | $47,279,752 |
| High net worth individuals | 16 | $33,175,543 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, MN, NH, NY, SD, TX, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Latham, NY
- Syracuse, NY

### Websites listed on Form ADV (Item 1.I)
- nottinghamwealthpartners.com
- LinkedIn @nottingham-financial-group
- LinkedIn @joseph-polsinelli-839a391b

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $32,178,040 | 3 | February 17, 2021 |
| October 2022 | $54,103,482 | 4 | March 22, 2022 |
| October 2023 | $37,204,573 | 8 | September 27, 2023 |
| October 2024 | $92,850,216 | 8 | May 7, 2024 |
| October 2025 | $65,615,691 | 6 | April 21, 2025 |
| October 2026 | $80,455,295 | 7 | April 17, 2026 |

Regulatory assets under management: $32,178,040 in the October 2021 data and $80,455,295 in the October 2026 data, up 150%.
Total employees: 3 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $65,615,691 to $80,455,295 (+23%).
- Changed its office addresses in Latham, NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nottingham Wealth Partners, Inc. (CRD 306971): Form ADV filing data as of October 2026.