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FENIMORE ASSET MANAGEMENT, INC.

COBLESKILL, NY · CRD 110946 · IAPD ↗ · 518-234-4393

$5.41BRegulatory AUM
23Advisory reps
43Employees
0Clients
51-100Planning clients
1Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
February 2026 — FENIMORE ASSET MANAGEMENT, INC. reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
50
February 2025 — FENIMORE ASSET MANAGEMENT, INC. moved its main office from ALBANY, NY to COBLESKILL, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
65
February 2025 — FENIMORE ASSET MANAGEMENT, INC. reported RAUM up 29% ($4.19B -> $5.43B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
May 2024 — FENIMORE ASSET MANAGEMENT, INC. moved its main office from COBLESKILL, NY to ALBANY, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.