This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

FENIMORE ASSET MANAGEMENT, INC.

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 15, 2003earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Nov 15, 2003

First registration

Mar 10, 2004

Dual registered

yes, broker-dealer

Other names

RICHARD HENRY HEIM|RICHARD HENRY HEIM|RICHARD HENRY JR HEIM|Rick Heim

IAPD individual key

2628014

• Occurred

  Apr 24, 2024
  Advisor changed firm

  Richard Henry Heim left Charles Schwab & Co., Inc. for Fenimore Asset Management, Inc. (registered 2024-05-09)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cec1bd87-7635-5694-e11a-15cbc6cfa377

First observed

Mar 10, 2004

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.