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Upturn AI SWOT - About
SAMG 
Silvercrest Asset Management Group Inc (SAMG)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
09/16/2025: SAMG (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
2 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $23
1 Year Target Price $23
| 2 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 3.03% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 135.39M USD | Price to earnings Ratio 18.44 | 1Y Target Price 23 |
Price to earnings Ratio 18.44 | 1Y Target Price 23 | ||
Volume (30-day avg) 2 | Beta 0.83 | 52 Weeks Range 13.19 - 18.48 | Updated Date 09/16/2025 |
52 Weeks Range 13.19 - 18.48 | Updated Date 09/16/2025 | ||
Dividends yield (FY) 5.04% | Basic EPS (TTM) 0.87 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 6.64% | Operating Margin (TTM) 13.17% |
Management Effectiveness
Return on Assets (TTM) 5.8% | Return on Equity (TTM) 12.07% |
Valuation
Trailing PE 18.44 | Forward PE 11.12 | Enterprise Value 126782618 | Price to Sales(TTM) 1.09 |
Enterprise Value 126782618 | Price to Sales(TTM) 1.09 | ||
Enterprise Value to Revenue 1.02 | Enterprise Value to EBITDA 5.74 | Shares Outstanding 8440570 | Shares Floating 8143044 |
Shares Outstanding 8440570 | Shares Floating 8143044 | ||
Percent Insiders 18.28 | Percent Institutions 69.91 |
Upturn AI SWOT
Silvercrest Asset Management Group Inc
Company Overview
History and Background
Silvercrest Asset Management Group Inc. was founded in 2003. It began as a team of investment professionals leaving larger firms to create an independent, client-focused wealth management firm. Over time, it has grown through organic expansion and strategic acquisitions.
Core Business Areas
- Wealth Management: Offers personalized investment advice and wealth management services to high-net-worth individuals and families. Services include financial planning, asset allocation, and portfolio management.
- Institutional Asset Management: Provides investment management services to institutions such as endowments, foundations, and pension funds.
Leadership and Structure
The leadership team includes experienced professionals in investment management and wealth advisory. The organizational structure is designed to support client service and investment expertise, with specialized teams for different asset classes and client segments.
Top Products and Market Share
Key Offerings
- Discretionary Portfolio Management: The core service involves managing investment portfolios on a discretionary basis for clients. Market share data is not publicly available. Competitors include large wealth management firms like Goldman Sachs Personal Financial Management and independent RIAs such as Mariner Wealth Advisors.
- Financial Planning: Provides comprehensive financial planning services, including retirement planning, estate planning, and tax planning. Market share data is not publicly available. Competitors include Northwestern Mutual and independent financial advisors.
Market Dynamics
Industry Overview
The wealth management industry is experiencing growth driven by an aging population, increasing wealth concentration, and the demand for personalized financial advice. The industry is also seeing increased competition from robo-advisors and consolidation through mergers and acquisitions.
Positioning
Silvercrest is positioned as a boutique wealth management firm focused on providing high-quality, personalized service to high-net-worth clients. Its competitive advantages include experienced investment professionals, a client-centric approach, and a strong reputation.
Total Addressable Market (TAM)
The total addressable market for wealth management is estimated in the trillions of dollars. Silvercrest is positioned to capture a portion of this market through its focus on high-net-worth clients and its expertise in discretionary portfolio management.
Upturn SWOT Analysis
Strengths
- Experienced investment professionals
- Strong client relationships
- Independent ownership
- Customized investment solutions
Weaknesses
- Smaller scale compared to larger competitors
- Limited brand recognition
- Reliance on key personnel
Opportunities
- Expanding into new geographic markets
- Acquiring smaller wealth management firms
- Developing new investment products
- Increasing demand for financial planning services
Threats
- Increased competition from larger firms
- Economic downturns impacting asset values
- Changes in regulations
- Rising interest rates
Competitors and Market Share
Key Competitors
- AMG
- BNNY
- FOCUS
Competitive Landscape
Silvercrest benefits from its independence and client focus, but faces competition from larger firms with greater resources and brand recognition. Focus Financial Partners and AssetMark are competitors with broader service offerings. AMG is a partner, so not really a direct competitor
Growth Trajectory and Initiatives
Historical Growth: This data is not available to this AI model. Please see the financial statements.
Future Projections: Future projections are not available for this AI model to get. Refer to research analyst reports for estimates.
Recent Initiatives: Recent initiatives are not available for this AI model.
Summary
Silvercrest Asset Management Group Inc. is a boutique wealth management firm with experienced professionals and strong client relationships. Its smaller scale and limited brand recognition present challenges. Growth opportunities include expanding into new markets and acquiring smaller firms. Overall, they seem to have a good footing, but are small in the bigger picture, and have significant competition.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Analyst Reports (where available)
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is estimated and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Silvercrest Asset Management Group Inc
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2013-06-27 | CEO, President & Chairman Mr. Richard R. Hough III | ||
Sector Financial Services | Industry Asset Management | Full time employees 160 | Website https://www.silvercrestgroup.com |
Full time employees 160 | Website https://www.silvercrestgroup.com | ||
Silvercrest 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.
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