Nottingham Wealth Partners, Inc.
- Regulatory AUM
- $80.5M
- Discretionary
- $80.5M
- Clients
- 142
- Avg AUM / client
- $567K
- Accounts
- 299
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Apr 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 126 | $47.3M | 58.8% |
| High net worth individuals | 16 | $33.2M | 41.2% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chasity Maureen Jaynes | Chief Operating Officer | Sep 2022 (4y) | Less than 5% | |
| Paul Anthony Restante | President And Ceo | Chartered Financial Consultant | Oct 2022 (4y) | Less than 5% |
| Anthony Van Ore | Chief Compliance Officer | CFP | Feb 2023 (4y) | Less than 5% |
| Joseph Delio Polsinelli | Registered representative | Sep 2023 (3y) | ||
| Michael Thomas Cerminaro | Registered representative | Aug 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Community Bank N.A. | Owner | Jan 2020 | A | 75% or more |
| Community Bank System, Inc | Owner | Jan 1992 | B | ≈ 56.25% – 100% via Community Bank N.A. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Community Bank System, Inc: 75% – 100% of Community Bank N.A. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/17/2026 | 1.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Assetmark Brokerage, Llc $57.9M (72% of AUM) Apr 2026
- Charles Schwab & Co. $11.7M (15% of AUM) Apr 2026
- LPL Financial $4.7M (13% of AUM) Sep 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 17, 2026.
View current Form ADV (SEC/IAPD) ↗