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SAMGSilvercrest Asset Management Group Inc.
$10.81$83M
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SAMG logoSilvercrest Asset Management Group Inc.(SAMG)Earnings, Financials & Key Ratios

SAMG•NASDAQ•Banking & Credit
19.3× P/E·Price updated Jun 19, 2026
SectorFinancial ServicesIndustryAsset ManagementSub-IndustryWealth managers and broker platforms
AboutSilvercrest Asset Management Group Inc., a wealth management firm, provides financial advisory and related family office services in the United States. The company serves ultra-high net worth individuals and families, as well as their trusts; endowments; foundations; and other institutional investors. It also manages funds of funds and other investment funds. The company was founded in 2002 and is headquartered in New York, New York.Show more
  • Net Interest Income$634K-50.8%
  • Total Revenue$125M+1.3%
  • Net Income$5M-48.8%
  • Return on Equity4.78%-39.5%
  • Net Interest Margin0.38%-42.6%
  • Efficiency Ratio25.57%+7.7%
  • ROA2.71%-44.1%
  • Equity / Assets50.95%-17.2%
  • Book Value per Share9.65-23.1%

SAMG Key Insights

Silvercrest Asset Management Group Inc. (SAMG) fundamental analysis — strengths, weaknesses & financial health based on data analysis

✓Strengths

  • ✓Efficient operations: 25.6% efficiency ratio
  • ✓Well capitalized: 50.9% equity/assets
  • ✓Share count reduced 7.8% through buybacks
  • ✓Diversified revenue: 99.4% from non-interest income
  • ✓Trading at only 1.1x book value

✗Weaknesses

  • ✗Profits declining 13.3% over 5 years
  • ✗Weak NIM of 0.4%
  • ✗Weak momentum: RS Rating 18 (bottom 18%)
  • ✗Dividend payout exceeds 100% of earnings
  • ✗Trading more than 30% below 52-week high

* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.

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SAMG Price & Volume

Silvercrest Asset Management Group Inc. (SAMG) stock price & volume — 10-year historical chart

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SAMG Growth Metrics

Silvercrest Asset Management Group Inc. (SAMG) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years5.25%
5 Years3.02%
3 Years0.57%
TTM-

Profit CAGR

10 Years-0.86%
5 Years-13.28%
3 Years-36.22%
TTM-70.54%

EPS CAGR

10 Years-1.92%
5 Years-21.17%
3 Years-33.68%
TTM-68.87%

Return on Capital

10 Years14.26%
5 Years13.57%
3 Years8.87%
Last Year5.25%

SAMG Recent Earnings

Silvercrest Asset Management Group Inc. (SAMG) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 0/12 qtrs (0%)●Beat Revenue 3/12 qtrs (25%)
Q2 2026Latest
May 11, 2026
Metric
Actual
Est
EPS
$0.12-42.9%
$0.21
Rev
$31M-1.4%
$32M
Q2 2026
Mar 16, 2026
Metric
Actual
Est
EPS
$0.18-14.3%
$0.21
Rev
$32M-0.2%
$32M
Q4 2025
Oct 30, 2025
Metric
Actual
Est
EPS
$0.19-34.5%
$0.29
Rev
$31M-2.7%
$32M
Q3 2025
Aug 1, 2025
Metric
Actual
Est
EPS
$0.30+0.0%
$0.30
Rev
$31M-2.8%
$32M
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestMay 11, 2026
$0.12vs $0.21-42.9%
$31Mvs $32M-1.4%
Q2 2026Mar 16, 2026
$0.18vs $0.21-14.3%
$32Mvs $32M-0.2%
Q4 2025Oct 30, 2025
$0.19vs $0.29-34.5%
$31Mvs $32M-2.7%
Q3 2025Aug 1, 2025
$0.30vs $0.30+0.0%
$31Mvs $32M-2.8%
Based on last 12 quarters of dataView full earnings history →

SAMG Peer Comparison

Silvercrest Asset Management Group Inc. (SAMG) competitors in Wealth managers and broker platforms — business model, growth, and fundamentals comparison

Select Columns
Stock Universe
Valuation
Growth
Profitability
Financial Health
Dividends & Buybacks
Price Performance
Technical
Fundamentals ($)
Sector-Specific
Institutional Holdings
CompanyMarket CapStock PriceP/E Ratio (TTM)Revenue Growth 1YNet MarginReturn on Equity (ROE)FCF YieldDebt / Equity
GROW logoGROWU.S. Global Investors, Inc.Direct Competitor39.31M3.10-124-23.05%29.15%6.96%0.00
DHIL logoDHILDiamond Hill Investment Group, Inc.Direct Competitor473.29M174.999.774.48%30.89%27.03%36.26
HNNA logoHNNAHennessy Advisors, Inc.Direct Competitor80.84M10.238.0619.87%25.4%8.53%0.41
AMG logoAMGAffiliated Managers Group, Inc.Product Competitor9.42B352.9015.5219.83%30.92%16.01%0.61
VRTS logoVRTSVirtus Investment Partners, Inc.Product Competitor948.08M141.607.09-8%16.66%13.51%2.74
CNNE logoCNNECannae Holdings, Inc.Product Competitor716.87M13.68-1.51-6.39%-103.77%-38.83%0.33
CSWC logoCSWCCapital Southwest CorporationProduct Competitor1.43B22.9812.0950.13%50.89%11.68%1.12
BLK logoBLKBlackRock, Inc.Supply Chain173.68B1050.0929.6518.67%22.93%9.86%0.24

Compare SAMG vs Peers

Silvercrest Asset Management Group Inc. (SAMG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs GROW

Most directly comparable listed peer for SAMG.

Scale Benchmark

vs MS

Larger-name benchmark to compare SAMG against a more recognizable public peer.

Peer Set

Compare Top 5

vs GROW, DHIL, HNNA, AMG

SAMG Income Statement

Silvercrest Asset Management Group Inc. (SAMG) annual income statement — 10-year revenue, gross profit & net income history

10Y historyFree accessUpdated daily
MetricDec'17Dec'18Dec'19Dec'20Dec'21Dec'22Dec'23Dec'24Dec'25TTM
Net Interest Income
-65K212K-312K-550K-376K-392K525K1.29M634K280K
NII Growth %
61.08%426.15%-247.17%-76.28%31.64%-4.26%233.93%145.33%-50.78%-319.41%
Net Interest Margin %
-0.06%0.16%-0.15%-0.26%-0.16%-0.18%0.26%0.66%0.38%0.21%
Interest Income
47K274K169K13K7K24K946K1.43M775K580K
Interest Expense
112K62K481K563K383K416K421K144K141K300K
Loan Loss Provision
54.03M57.88M59.56M61.82M72.18M71.19M72.2M76.52M83.8M65.89M
Non-Interest Income
91.31M98.4M101.98M107.97M131.6M123.19M116.46M122.22M124.54M124.76M
Non-Interest Income %
99.95%99.72%99.83%99.99%99.99%99.98%99.19%98.84%99.38%99.54%
Total Revenue
91.36M▲ 0%
98.67M▲ 8.0%
102.15M▲ 3.5%
107.98M▲ 5.7%
131.6M▲ 21.9%
123.22M▼ 6.4%
117.41M▼ 4.7%
123.65M▲ 5.3%
125.32M▲ 1.3%
125.34M▲ 0%
Revenue Growth %
13.82%8.01%3.53%5.71%21.87%-6.37%-4.71%5.32%1.35%1.8%
Non-Interest Expense
16.85M19.58M23.24M23.32M28.52M13.04M25.97M29.36M32.05M53.47M
Efficiency Ratio
18.44%19.85%22.75%21.6%21.67%10.59%22.12%23.75%25.57%42.66%
Operating Income
20.37M▲ 0%
21.15M▲ 3.8%
18.87M▼ 10.8%
22.28M▲ 18.1%
30.52M▲ 37.0%
38.56M▲ 26.3%
18.82M▼ 51.2%
17.63M▼ 6.3%
9.32M▼ 47.1%
5.67M▲ 0%
Operating Margin %
22.3%21.44%18.48%20.63%23.19%31.3%16.03%14.26%7.44%4.52%
Operating Income Growth %
39.17%3.84%-10.77%18.06%36.98%26.35%-51.2%-6.33%-47.1%-
Pretax Income
26.27M▲ 0%
22.83M▼ 13.1%
20.59M▼ 9.8%
22.87M▲ 11.1%
31.87M▲ 39.3%
38.4M▲ 20.5%
19.49M▼ 49.2%
20.27M▲ 4.0%
11.05M▼ 45.5%
7M▲ 0%
Pretax Margin %
28.75%23.13%20.16%21.18%24.22%31.16%16.6%16.39%8.82%5.58%
Income Tax
13.73M5.46M5.18M5.39M6.92M7.61M4.31M4.56M2.99M2.33M
Effective Tax Rate %
52.29%23.91%25.15%23.58%21.72%19.81%22.11%22.51%27.05%33.32%
Net Income
5.34M▲ 0%
9.63M▲ 80.4%
8.65M▼ 10.2%
9.96M▲ 15.2%
14.69M▲ 47.5%
18.83M▲ 28.1%
9.09M▼ 51.7%
9.54M▲ 4.8%
4.88M▼ 48.8%
2.65M▲ 0%
Net Margin %
5.84%9.76%8.46%9.22%11.16%15.28%7.75%7.71%3.9%2.12%
Net Income Growth %
6.42%80.44%-10.22%15.2%47.52%28.14%-51.7%4.85%-48.77%-70.54%
Net Income (Continuing)
12.53M17.37M15.41M17.48M24.95M30.79M15.18M15.71M8.06M4.66M
EPS (Diluted)
0.66▲ 0%
1.16▲ 75.8%
1.75▲ 50.9%
1.84▲ 5.1%
1.52▼ 17.4%
1.92▲ 26.3%
0.96▼ 50.0%
1.00▲ 4.2%
0.56▼ 44.0%
0.34▲ 0%
EPS Growth %
6.45%75.76%50.86%5.14%-17.39%26.32%-50%4.17%-44%-68.87%
EPS (Basic)
0.661.161.751.841.521.920.961.000.56-
Diluted Shares Outstanding
8.12M8.3M8.8M9.51M9.69M9.82M9.46M9.53M8.79M7.73M

SAMG Balance Sheet

Silvercrest Asset Management Group Inc. (SAMG) balance sheet — assets, liabilities & shareholders' equity

MetricDec'17Dec'18Dec'19Dec'20Dec'21Dec'22Dec'23Dec'24Dec'25TTM
Cash & Short Term Investments
53.82M69.28M52.83M62.5M85.74M77.43M70.3M68.61M44.07M121.88M
Cash & Due from Banks
53.82M69.28M52.83M62.5M85.74M77.43M70.3M68.61M44.07M11.64M
Short Term Investments
0000000000
Total Investments
626K1.49M1.78M914K1.59M146K219K1.35M1.03M2.85M
Investments Growth %
86.87%138.5%19.29%-48.68%73.74%-90.81%50%518.26%-23.93%103.84%
Long-Term Investments
626K1.49M1.78M914K1.59M146K219K1.35M1.03M4.2M
Accounts Receivables
5.08M2.74M4.36M9.36M9.28M9.69M9.89M12.92M11.79M9.82M
Goodwill & Intangibles
36.75M35.06M92.96M90.23M87.6M85.02M82.61M80.32M78.13M77.67M
Goodwill
25.17M25.17M63.67M63.67M63.67M63.67M63.67M63.67M63.67M63.67M
Intangible Assets
11.58M9.89M29.29M26.55M23.92M21.35M18.93M16.64M14.45M13.99M
PP&E (Net)
2.45M3.44M39.7M35.84M31.63M29.02M27.36M23.67M37.32M34.72M
Other Assets
1.34M2.63M3.13M11.4M10.8M6.92M5.03M3.08M-7.55M482K
Total Current Assets
64.35M78.54M63.49M75.42M97.7M91.57M84.35M81.78M56.18M15.87M
Total Non-Current Assets
53.01M54.83M150.76M138.38M131.62M121.1M115.22M112.65M110.42M117.11M
Total Assets
117.36M▲ 0%
133.36M▲ 13.6%
214.25M▲ 60.7%
213.8M▼ 0.2%
229.32M▲ 7.3%
212.68M▼ 7.3%
199.57M▼ 6.2%
194.43M▼ 2.6%
166.61M▼ 14.3%
132.98M▲ 0%
Asset Growth %
4.52%13.64%60.65%-0.21%7.26%-7.26%-6.16%-2.58%-14.31%-59.62%
Return on Assets (ROA)
4.65%7.68%4.97%4.65%6.63%8.52%4.41%4.84%2.71%1.74%
Accounts Payable
3.51M2.95M18.53M1.64M1.86M1.54M1.9M1.95M00
Total Debt
740K188K72.44M48.99M41.65M36.23M29.33M22.53M23.98M28.59M
Net Debt
-53.08M-69.09M19.61M-13.51M-44.09M-41.2M-40.97M-46.08M-20.09M16.95M
Long-Term Debt
740K016.2M12.6M9.03M6.34M2.72M0010.01M
Short-Term Debt
740K016.2M000004.02M5.49M
Other Liabilities
2.73M7.22M16.05M9.53M9.33M9.17M9.07M39.87M57.74M23.76M
Total Current Liabilities
3.51M2.95M34.73M51.89M61.53M41.44M39.36M1.95M4.02M5.49M
Total Non-Current Liabilities
41.73M48.02M81.72M58.52M50.98M45.41M38.4M72.79M77.7M46.86M
Total Liabilities
45.24M50.96M116.44M110.41M112.51M86.84M77.76M74.74M81.72M52.35M
Total Equity
72.12M▲ 0%
82.4M▲ 14.3%
97.81M▲ 18.7%
103.4M▲ 5.7%
116.81M▲ 13.0%
125.83M▲ 7.7%
121.81M▼ 3.2%
119.69M▼ 1.7%
84.88M▼ 29.1%
80.63M▲ 0%
Equity Growth %
9.13%14.25%18.7%5.72%12.97%7.73%-3.2%-1.74%-29.08%-102.96%
Equity / Assets (Capital Ratio)
61.45%61.79%45.65%48.36%50.94%59.17%61.04%61.56%50.95%60.63%
Return on Equity (ROE)
7.72%12.46%9.6%9.9%13.34%15.52%7.34%7.9%4.78%2.96%
Book Value per Share
8.889.9211.1110.8712.0512.8112.8712.569.6510.43
Tangible BV per Share
4.365.700.551.383.014.154.144.130.770.38
Common Stock
130K133K142K142K144K145K146K146K148K148K
Additional Paid-in Capital
41.61M43.58M49.25M51.04M52.94M53.98M55.81M56.37M58.88M58.83M
Retained Earnings
7.36M12.33M15.65M19.5M27.78M39.76M41.85M43.95M41.74M40.35M
Accumulated OCI
-8.66M-8.3M0000-12K-43K-67K-99K
Treasury Stock
0000-512K-9.29M-15.06M-19.73M-50.43M-52.32M
Preferred Stock
7.36M12.33M00000000

SAMG Cash Flow Statement

Silvercrest Asset Management Group Inc. (SAMG) cash flow — operating, investing & free cash flow history

MetricDec'17Dec'18Dec'19Dec'20Dec'21Dec'22Dec'23Dec'24Dec'25TTM
Cash from Operations
29.59M28.86M18.77M26.85M44.28M23.38M20.98M21.59M18.61M12.6M
Operating CF Growth %
64.57%-2.46%-34.94%42.99%64.93%-47.19%-10.3%2.93%-13.82%-37.16%
Net Income
12.53M17.37M15.41M17.48M24.95M30.79M9.09M15.71M8.06M2.65M
Depreciation & Amortization
2.8M2.43M3.19M3.97M3.92M3.88M4.01M4.15M2.42M2.47M
Deferred Taxes
3.35M600K1.38M2.04M787K3.77M2.19M1.94M1.85M1.71M
Other Non-Cash Items
2.71M2.9M-301K4.28M3.26M3.92M10.05M2.44M2.17M1.91M
Working Capital Changes
4.95M2.29M-3.17M-1.58M9.94M-20.12M-6M-4.56M2.28M-40K
Cash from Investing
-804K-1.76M-39.38M-626K-908K-956K-3.88M-1.7M-3.63M-5.71M
Purchase of Investments
000000000-1.9M
Sale/Maturity of Investments
0000000000
Net Investment Activity
000000000-1.9M
Acquisitions
00-35.57M0000000
Other Investing
0000000000
Cash from Financing
-12.48M-11.64M4.15M-16.55M-20.12M-30.74M-24.22M-21.55M-39.49M-31.45M
Dividends Paid
-3.9M-4.66M-5.33M-6.11M-6.4M-6.83M-7M-7.4M-7.07M-6.78M
Share Repurchases
0000-512K-8.78M-5.71M-4.63M-30.5M-28.5M
Stock Issued
0000000050K50K
Net Stock Activity
0000-512K-8.78M-5.71M-4.63M-30.45M-28.45M
Debt Issuance (Net)
-1000K-880K1000K-1000K-1000K-1000K-1000K-1000K1000K900K
Other Financing
-6.59M-6.1M-7.83M-6.74M-9.5M-12.31M-7.8M-6.7M-5.84M-2.08M
Net Change in Cash
16.3M▲ 0%
15.46M▼ 5.2%
-16.45M▼ 206.4%
9.67M▲ 158.8%
23.25M▲ 140.5%
-8.31M▼ 135.8%
-7.13M▲ 14.2%
-1.69M▲ 76.3%
-24.54M▼ 1352.2%
-24.61M▲ 0%
Exchange Rate Effect
000000-12K-31K-24K-50K
Cash at Beginning
37.52M53.82M69.28M52.83M62.5M85.74M77.43M70.3M68.61M44.07M
Cash at End
53.82M69.28M52.83M62.5M85.74M77.43M70.3M68.61M44.07M11.64M
Interest Paid
115K39K439K523K315K345K332K62K07K
Income Taxes Paid
1.71M5.95M4.27M3.13M4.85M5.2M1.6M1.74M0998K
Free Cash Flow
28.78M▲ 0%
27.1M▼ 5.8%
14.96M▼ 44.8%
26.22M▲ 75.2%
43.37M▲ 65.4%
22.43M▼ 48.3%
17.1M▼ 23.8%
19.89M▲ 16.3%
14.97M▼ 24.7%
8.78M▲ 0%
FCF Growth %
66.8%-5.84%-44.79%75.23%65.41%-48.29%-23.77%16.34%-24.71%-57.78%

SAMG Banking Ratios

Silvercrest Asset Management Group Inc. (SAMG) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios

Metric201720182019202020212022202320242025TTM
Return on Equity (ROE)
7.72%12.46%9.6%9.9%13.34%15.52%7.34%7.9%4.78%2.96%
Return on Assets (ROA)
4.65%7.68%4.97%4.65%6.63%8.52%4.41%4.84%2.71%1.74%
Net Interest Margin
-0.06%0.16%-0.15%-0.26%-0.16%-0.18%0.26%0.66%0.38%0.21%
Efficiency Ratio
18.44%19.85%22.75%21.6%21.67%10.59%22.12%23.75%25.57%42.66%
Equity / Assets
61.45%61.79%45.65%48.36%50.94%59.17%61.04%61.56%50.95%60.63%
Book Value / Share
8.889.9211.1110.8712.0512.8112.8712.569.6510.43
NII Growth
61.08%426.15%-247.17%-76.28%31.64%-4.26%233.93%145.33%-50.78%-77.6%
Dividend Payout
72.98%48.38%61.62%61.3%43.54%36.27%76.93%77.64%144.79%132.15%
Related:SAMG Dividend History·SAMG Revenue History·SAMG Price History·SAMG P/E History·SAMG Financial Ratios·SAMG Institutional Holders

SAMG SEC Filings & Documents

Silvercrest Asset Management Group Inc. (SAMG) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

May 11, 2026·SEC

Material company update

May 5, 2026·SEC

Material company update

Mar 16, 2026·SEC

10-K Annual Reports

3
FY 2026

Mar 16, 2026·SEC

FY 2025

Mar 6, 2025·SEC

FY 2024

Mar 7, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

May 11, 2026·SEC

FY 2025

Oct 31, 2025·SEC

FY 2025

Jul 31, 2025·SEC

SAMG Frequently Asked Questions

Silvercrest Asset Management Group Inc. (SAMG) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials

Silvercrest Asset Management Group Inc. (SAMG) grew revenue by 1.3% over the past year. Growth has been modest.

Yes, Silvercrest Asset Management Group Inc. (SAMG) is profitable, generating $2.7M in net income for fiscal year 2025 (3.9% net margin).

Dividend & Returns

Yes, Silvercrest Asset Management Group Inc. (SAMG) pays a dividend with a yield of 7.44%. This makes it attractive for income-focused investors.

Silvercrest Asset Management Group Inc. (SAMG) has a return on equity (ROE) of 4.8%. This is below average, suggesting room for improvement.

Industry Metrics

Silvercrest Asset Management Group Inc. (SAMG) has a net interest margin (NIM) of 0.4%. NIM has been under pressure due to interest rate environment.

Silvercrest Asset Management Group Inc. (SAMG) has an efficiency ratio of 25.6%. This is excellent, indicating strong cost control.

What if you invested $1,000 in SAMG back in 2011?

Total return calculator · dividends reinvested · 15+ years of data

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How much would $100/month in SAMG be worth today?

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