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Upturn AI Summary - About
Silvercrest Asset Management Group Inc(SAMG)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SAMG
09/25/2026: SAMG (1-star) is currently NOT-A-BUY. Pass it for now.
Silvercrest Asset Management Group is a boutique financial services firm providing personalized wealth management and family office services to ultra-high-net-worth individuals and institutions. Its primary strength lies in its high-touch client service model, which fosters strong retention and a stable fee-based revenue stream. The company’s growth story centers on strategic acquisitions and expanding its specialized investment capabilities. However, investors face risks from industry-wide fee pressure, market volatility, and dependency on key talent. The stock is best suited for income-focused or value-oriented investors who prioritize stability and are monitoring the company's ability to maintain AUM growth through market cycles.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The company offers stable, moderate growth rather than the high-growth trajectory typically sought by growth investors. |
| Momentum investor | Weak fit | The stock typically exhibits low trading volume and limited price momentum compared to growth-oriented stocks. |
| Value investor | Strong fit | The stock often trades at valuation multiples that may be attractive to value-oriented investors seeking established financial services firms. |
| Dividend investor | Strong fit | The company's consistent dividend policy makes it a viable candidate for income-focused portfolios. |
| Low-risk investor | Mixed fit | While the business model is stable, the stock's sensitivity to market performance introduces moderate investment risk. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock price is subject to fluctuations based on the overall performance of equity markets. |
| Valuation risk | Low | The company generally trades in line with sector norms, limiting excessive valuation risk. |
| Competition risk | Medium / high | The wealth management sector is highly competitive with constant pressure from both large banks and independent boutiques. |
| Business quality | Strong | The firm has a proven business model focusing on high-net-worth clients, which typically ensures high client retention. |
| Dividend income | Low | The dividend is generally stable, though it can be influenced by earnings volatility during market downturns. |
| Execution risk | Medium | Success depends on the retention of key portfolio managers and the ability to integrate acquisitions successfully. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -12.58% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/25/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 79.12M USD | Price to earnings Ratio 73.57 | 1Y Target Price 18 |
Price to earnings Ratio 73.57 | 1Y Target Price 18 | ||
Volume (30-day avg) 92.8K shares | Beta 0.67 | 52 Weeks Range 9.09 - 15.29 | Updated Date 09/25/2026 |
52 Weeks Range 9.09 - 15.29 | Updated Date 09/25/2026 | ||
Dividends yield (FY) 4.15% | Basic EPS (TTM) 0.14 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Investment Management Fees | Fees charged as a percentage of assets under management (AUM) for equity, fixed income, and alternative portfolios. | The company earns money primarily by charging a fee on the total value of the assets it manages for clients. |
| Family Office Services | Fixed or asset-based fees for administrative, tax, and financial planning services provided to ultra-high-net-worth families. | This provides a steady, fee-based revenue stream that is less sensitive to market volatility than pure investment management. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 73.57 | Forward PE 11.12 | Enterprise Value 83.68M | Price to Sales(TTM) 0.63 |
Enterprise Value 83.68M | Price to Sales(TTM) 0.63 | ||
Enterprise Value to Revenue 0.67 | Enterprise Value to EBITDA 12.26 | Shares Outstanding 7.68M | Shares Floating 7.48M |
Shares Outstanding 7.68M | Shares Floating 7.48M | ||
Percent Insiders 18.75 | Percent Institutions 68.14 |
Upturn AI Summary
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.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Silvercrest Asset Management Group Inc
Exchange NASDAQ | Headquarters 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 171 | Website https://www.silvercrestgroup.com |
Full time employees 171 | 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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