Silvercrest Asset Management Group NASDAQ: SAMG reported flat first-quarter revenue and sharply lower earnings as the firm continued what management described as the most significant investment program in its history, aimed at expanding its global distribution, investment capabilities and succession planning.
Silvercrest Asset Management Group Inc. (SAMG) Q1 2026 Earnings Call Transcript
Silvercrest (SAMG) came out with quarterly earnings of $0.12 per share, missing the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.27 per share a year ago.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 501 | $7,835.31 | $5,185.35 | -$2,649.96 | -33.82% |
Jeff Ameen Spire Wealth Management | 211 | $3,809.12 | $2,183.85 | -$1,625.27 | -42.67% |
Joseph Castro Nuveen LLC | 15,690 | $256,688.77 | $163,014.39 | -$93,674.38 | -36.49% |
| DH Dinan Hu R Squared Ltd | 16,244 | $254,014.53 | $169,429.79 | -$84,584.74 | -33.3% |
Kevin Kroskey True Wealth Design LLC | 2 | $27 | $20.3 | -$6.7 | -24.81% |
| Capital Markets Industry | Financials Sector | Richard R. Hough CEO | NASDAQ (NMS) Exchange | 828359109 CUSIP |
| US Country | 174 Employees | 12 Jun 2026 Last Dividend | - Last Split | 27 Jun 2013 IPO Date |
Silvercrest Asset Management Group Inc. is a distinguished wealth management firm offering comprehensive financial advisory and related family office services across the United States. With a foundational year in 2002, the firm has established its headquarters in New York, New York, positioning itself as a prominent player in the financial advisory sector. Silvercrest is dedicated to catering to the nuanced needs of ultra-high net worth individuals and families, providing tailored financial strategies that encompass the management of trusts, endowments, foundations, and various institutional investments. The clientele’s trust in Silvercrest stems from its expertise, innovative approaches, and dedication to delivering exceptional financial solutions.
Offering personalized financial advisory services, Silvercrest specializes in constructing bespoke financial plans that align with the individual goals and requirements of ultra-high net worth clients. These services are designed to navigate complex financial landscapes, offering guidance in wealth accumulation, preservation, and transfer strategies.
Understanding the unique challenges faced by affluent families, Silvercrest provides comprehensive family office services. These services are meticulously designed to manage and maintain the financial well-being of families, addressing aspects such as estate planning, philanthropic endeavors, and intergenerational wealth transfer, ensuring a legacy that endures.
With a dedicated approach to serving the sophisticated needs of trusts, endowments, and foundations, Silvercrest offers strategic asset management services. These services are focused on safeguarding and growing the financial assets of these entities, aiding them in achieving their long-term objectives and philanthropic missions.
Silvercrest extends its wealth management expertise to institutional investors, providing them with tailored investment solutions. Through a deep understanding of the specific needs and risk tolerances of institutions, Silvercrest crafts investment strategies that aim to optimize returns while managing risks.
The firm also actively manages funds of funds and a variety of other investment funds. By leveraging its investment acumen and market insights, Silvercrest aims to offer diversified investment opportunities that adhere to its stringent criteria for risk management and return potential, serving the varied investment interests of its clients.