Silvercrest Asset Management Group Inc. (SAMG)
Financial Services
- Fundamental
- 3
- Sentiment
- 2
- Technical
- 2
Do Nothing: qualitativeScore is 2 (below required floor of 3), and SAMG also fails the strategy liquidity rules with avgDollarVolume20 530933.22 and recent 3-session regular-session dollar volume 494351.44.
Company overview
Silvercrest Asset Management Group Inc. is a financial services firm specializing in wealth management. It offers financial advisory services and family office solutions to ultra-high-net-worth individuals and institutional investors across the U.S. The company also manages multi-manager investment funds and other investment vehicles.
Fundamental
fairStable AUM but weakened profitability and cash flow result in a mixed fundamental outlook.
Fundamental score: 3/5 (Mixed). Recent SEC filings show AUM holding around ~$37B and no going-concern/covenant breach disclosures, but profitability has weakened materially (1H26 net income down sharply vs 1H25) and trailing net margin is ~0.72%. Valuation is split: low EV/Sales (~0.69x) but very high P/E (~88x) and negative trailing free-cash-flow yield (~-28%), implying the market is pricing a rebound. Balance sheet remains reasonable (net debt/EBITDA ~1.64, current ratio ~6.54, Altman Z ~2.31) and the dividend yield is ~8.08% (based on $0.84 annual dividend and $10.39 price).
Sentiment
weakMildly bearish sentiment post-earnings with no clear catalysts in the near term.
The only actionable near-term driver is the 2026-07-30 Q2 results release (announced), which recent coverage framed mildly bearish (client outflows/margin pressure) and is still being digested. Baseline coverage is sparse so the sentiment delta is indeterminate; no regulator-confirmed investigation surfaced (though court-case search was CAPTCHA-limited).
Technical
weakThe stock is stabilizing but remains in a broader downtrend with insufficient liquidity for swing strategies.
TechnicalScore 2/5: SAMG is stabilizing around the 20-day average and the MACD histogram has turned slightly positive, but MACD remains below zero, RSI is neutral, and price is still beneath the 50-day and 200-day trend lines with very thin participation.
You’re looking at 2026-08-07 — about 2 trading days ago.
Subscribers saw this then, and see today’s score, verdict and trade plan now.
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Not financial advice. For informational and educational purposes only.