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FENIMORE ASSET MANAGEMENT, INC.
CRD 110946File 801-10429
APPROVED
Retail clients
Custody
Filing as of Jan 2, 2026
Feed vintage Oct 1, 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
- Website
- http://fenimoreasset.com
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 | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 44 | 43 | decreased by1 |
| Feb 1, 2026 | Clients | 660 | 682 | increased by22 |
| Feb 1, 2026 | AUM | $5,425,014,709 | $5,409,761,045 | decreased by$15,253,664 |
| Feb 1, 2026 | Accounts | 1,164 | 1,192 | increased by28 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 37 | 44 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 599 | 660 | increased by61 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,349,671,573 | $5,425,014,709 | increased by$1,075,343,136 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,091 | 1,164 | increased by73 |
| Jan 1, 2022 | Employees | 30 | 37 | increased by7 |
| Jan 1, 2022 | Clients | 579 | 599 | increased by20 |
| Jan 1, 2022 | AUM | $3,374,142,045 | $4,349,671,573 | increased by$975,529,528 |
| Jan 1, 2022 | Accounts | 1,105 | 1,091 | decreased by14 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FENIMORE ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FENIMORE ASSET” may also match similarly-named firms). Confirm identity against each filing.
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.