Fenimore Asset Management, Inc.

RIASEC RegisteredEst. 1974

Total AUM

$5.4B

Discretionary

$5.4B

100% of AUM

Avg account

$4.5M

Accounts

1,192

Employees

Advisory reps

Firm details

Headquarters: Cobleskill, New York
CRD number: 110946
Registered since: December 22, 1974
Website: fenimoreasset.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Investment Companies54.77%
HNWI29.32%
Charitable Organizations5.24%
Pension & Profit Sharing Plans4.8%
Corporations / Businesses2.27%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Fenimore Asset Management, Inc. is a privately owned investment adviser that has been SEC-registered since 1974. The firm serves both individual and institutional clients and charges fees as a percentage of assets under management. Its advisory services include financial planning, portfolio management across individual, pooled and institutional vehicles, pension consulting, and investor education through publications and seminars. Fenimore does not identify as an active ESG investor and is not designated as a multi-state or newly formed adviser. The firm also acts in sponsor and managing roles for pooled vehicles and maintains broker-dealer affiliations according to its filings, indicating it both runs separate account strategies and sponsors or governs closed investment vehicles for outside investors.