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FENIMORE ASSET MANAGEMENT, INC.
CRD 110946File 801-10429
APPROVED
Retail clients
Custody
Filing as of Jan 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.41B
Top 25% of cohort (national)
Discretionary AUM
$5.41B
Clients
682
1,192 accounts
Employees
43
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Dec 22, 1974
- Principal office
- 384 NORTH GRAND STREET, COBLESKILL, NY, 12043
- Phone
- 518-234-4393
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.41B
- Discretionary AUM
- $5.41B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,192
- Non-discretionary accounts
- 0
- Total accounts
- 1,192
- AUM per client
- $7.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $122.8M |
| Insurance companies | 1 | $37.7M |
| Investment companies | 3 | $2.96B |
| Charitable organizations | 68 | $283.3M |
| High net worth individuals | 399 | $1.59B |
| Pooled investment vehicles | 1 | $48.0M |
| Pension and profit sharing plans | 20 | $259.4M |
| Individuals (other than high net worth individuals) | 177 | $109.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.