AdvisorRanked
95
Clean

FENIMORE ASSET MANAGEMENT, INC.

384 NORTH GRAND STREET, COBLESKILL, NY 12043
Fiduciaryfee-onlySEC Registered
518-234-4393 http://www.linkedin.com/company/fenimore-asset-management CRD #110946
$5.4B
Assets Managed
23
Clients
43
Employees
52
Years Active
since 1974

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46024. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 52 years.

Firm Details

Legal NameFENIMORE ASSET MANAGEMENT, INC.
CRD Number#110946
SEC RegisteredYes
Registration Date1974-12-22
States RegisteredNY
Assets Under Management$5.4B
Number of Clients23
Employees43
Compensation Typefee-only
Last ADV Filing46024

Frequently Asked Questions

Is FENIMORE ASSET MANAGEMENT, INC. a fiduciary?

Yes. FENIMORE ASSET MANAGEMENT, INC. is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does FENIMORE ASSET MANAGEMENT, INC. charge clients?

FENIMORE ASSET MANAGEMENT, INC. uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does FENIMORE ASSET MANAGEMENT, INC. have any complaints?

No. FENIMORE ASSET MANAGEMENT, INC. has zero complaints or disciplinary actions on file with the SEC or FINRA across 52 years of operation.

How does FENIMORE ASSET MANAGEMENT, INC. compare to other advisors in COBLESKILL?

FENIMORE ASSET MANAGEMENT, INC. has a Red Flag Score of 95/100. There are many registered advisory firms in COBLESKILL. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46024. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.