COBLESKILL, NYCRD 110946Latest ADV January 2, 2026
Fenimore Asset Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Cobleskill, NY. Its latest Form ADV filing, dated January 2, 2026, reports $5.4B in regulatory assets under management, 43 employees, 1 office, and 1,192 accounts.
Assets Under Management
$5.4B
Employees
43
Offices
1 office
Total Clients
682
Primary office
COBLESKILL, NY
384 NORTH GRAND STREET, COBLESKILL, NY, United States
Top client segmentHNWI represent 58.5% of total clients.
Top client categories% of clientsClients
1
HNWI
58.5%
399
2
Individuals
26.0%
177
3
Charitable
10.0%
68
4
Pension Plans
2.9%
20
5
Corporations
1.9%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.4Bas of January 2, 2026
Discretionary100.0%
$5.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.4B
Total Accounts1,192
10Y AUM Change+$3.0B (+120.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees43
Clients per Employee16:1
10Y Employee Change+12 (+38.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.