Silvercrest Asset Management Group Inc. (SAMG)

From the record

Silvercrest Asset Management Group Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Silvercrest Asset Management Group Inc.'s 10 filed years say what it did: revenue went from $80 million in fiscal 2016 to $125 million in fiscal 2025, up 5.1% a year; it rose in 7 of 9 years; the deepest fall was 11% from fiscal 2021 to fiscal 2023; net income was positive in 10 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Silvercrest Asset Management Group Inc.'s diluted share count shrank about 3.6% a year, and dividends and buybacks returned about 100% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 0 sales and 3 purchases of their own stock on the open market in the year to 2026-10-29, buying about $299 thousand (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Silvercrest Asset Management Group Inc. earned about 10 cents of profit for every dollar of shareholders' money. Leverage: it owed about 70 cents per dollar of assets, and net share issuance: its share count shrank 7.8% over the year (the filed statements).

From the record

Silvercrest Asset Management Group Inc.'s standing among 43 graded names in its industry family: revenue of $125 million in fiscal 2025 ranks in the bottom 21% by size; a net margin of 3.9% ranks in the bottom 17%; revenue growth of 0.6% a year over the last 3 filed years ranks in the bottom 23% (its annual reports).

From the record

Silvercrest Asset Management Group Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Hough, Richard R III (Chairman and CEO, as filed), filing under that title since 2014-03-21, 12.6 years (top 24% of its family); the 6 officers and directors filing in the last fifteen months have been on the record a median of 8.3 years (top 41%); 1 officer or director change was reported on Form 8-K since 2023-11-13, against the 6 people in charge now (top 20%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Silvercrest Asset Management Group Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $44 million against no long-term debt tagged leaves 26.5% of its assets as net cash, top 19% of its family; cash from operations less capital spending is 11.9% of revenue (bottom 36%) (its annual report).

From the record

Silvercrest Asset Management Group Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 0.6% a year over the last three filed years against 5.1% over all 10, slowing (bottom 35% of its family); the newest year grew 1.3% (bottom 23%); capital spending grew 56% a year (top 19%) (its annual reports). Silvercrest Asset Management Group Inc. reported 2 product lines in fiscal 2025: Investment Advisory Management and Administrative Service at $121 million (96%), Family Office Services at $5 million (4%); 2 of 2 grew against the year before (its annual report).

From the record

Silvercrest Asset Management Group Inc.'s newest year against its own record: revenue of $125 million in fiscal 2025 came in 1.2% above the $124 million its prior three years' pace pointed to (top 42% of its family); net income of $5 million against a prior three-year average of $12 million (bottom 6%); a net margin of 3.9% against 10.2% before (bottom 11%) (its annual reports).