Fenimore Asset Management, Inc.

RIASEC Registered

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 corporation registered with the SEC since 1974. The firm serves both individual & family and institutional clients and charges fees as a percentage of assets under management. Its advisory services include financial planning, portfolio management across individuals, businesses, pooled vehicles and investment companies, pension consulting, and the publication of periodicals and educational seminars. Fenimore also acts in sponsor and general partner roles and serves as a managing member of pooled investment vehicles. The firm reports an equity-oriented investment preference and does not identify as an active ESG investor. It is not classified as a capital allocator and is not flagged as a multi-state or newly formed adviser.