SAMG at a glance
Silvercrest Asset Management Group Inc. (SAMG, SEC CIK 1549966) filed its latest 10-K annual report on March 16, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on July 30, 2026 and Form 4 insider filings as recently as May 8, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Silvercrest Asset Management Group Inc. (SAMG) reported revenue of $125.3 million (up 1.3% from FY2024) and net income of $4.9 million. Diluted EPS was $0.56.
- The most recent insider open-market purchase reported on Form 4 was by Gray John Allen on December 1, 2025 of 1,285 shares at $13.85 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $125.3M
- +1.3% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- Latest 8-K
- Jul 30, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No material changes to previously disclosed risk factors from the December 31, 2025 Form 10-K
- Credit agreement amendment dated June 18, 2026, indicating updated financing arrangements
- No defaults upon senior securities reported during the quarter
- No director or officer Rule 10b5-1 trading arrangements adopted, modified, or terminated
AI summary of the SAMG 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Silvercrest reported consolidated financial and operating results for Q2 and first half 2026, ended June 30
- Press release issued July 30, 2026, with detailed results in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 revenue $30.8M, up 0.4% YoY, while expenses rose 12.0% to $29.8M, sharply compressing profitability
- GAAP net income fell to $0.5M from $3.1M; Adjusted EBITDA declined to $3.4M with margin at 11.2% versus 18.7%
Item 8.01: Other Events
- Earnings call scheduled for July 31, 2026 at 8:30 a.m. Eastern Time
- Discussion covers second-quarter financial results for period ended June 30, 2026
Item EX-99.1: Item EX-99.1
- Q2 2026 results scheduled for July 31, covering quarter ended June 30, 2026
- Results release before U.S. market open, followed by management conference call and analyst Q&A
Item 1.01: Entry into a Material Definitive Agreement
- Term loan maturity extended to June 18, 2029, with two one-year extension options
- $5.0 million term loan commitment provides acquisition or operating liquidity through June 18, 2028
AI summaries of SAMG 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SAMG
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Romfo Darla | A | May 6, 2026 | 4,322 | - |
| Dunn Brian D | A | May 6, 2026 | 10,432 | - |
| Burns Richard Jonathan | A | May 6, 2026 | 4,322 | - |
| HOUGH RICHARD R III | A | Dec 10, 2025 | 509,481 | - |
| HOUGH RICHARD R III | A | Dec 10, 2025 | 477,638 | - |
| GERARD SCOTT A | A | Dec 3, 2025 | 10,922 | - |
| GERARD SCOTT A | A | Dec 3, 2025 | 10,922 | - |
| Gray John Allen | Buy | Dec 1, 2025 | 1,285 | $13.85 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $123.7M | $125.3M |
| Operating Income | - | $17.6M | $9.3M |
| Net Income | $9.1M | $9.5M | $4.9M |
| Op. Margin | - | 14.3% | 7.4% |
| Net Margin | - | 7.7% | 3.9% |
| Balance Sheet | |||
| Total Assets | $199.6M | $194.4M | $166.6M |
| Equity | - | $80.7M | $50.3M |
| ROE | - | 11.8% | 9.7% |
| Per Share | |||
| EPS | $0.96 | $1.00 | $0.56 |
| Cash Flow | |||
| Operating CF | - | $21.6M | $18.6M |
| CapEx | $3.9M | $1.7M | $3.6M |
Source: XBRL data in Silvercrest Asset Management Group Inc. (SAMG)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
SAMG filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 10-Q | Jul 30, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 27, 2026 | - | Analysis | - |
| 8-K | Jun 18, 2026 | - | Analysis | - |
| 8-K | Jun 3, 2026 | - | Analysis | |
| 10-Q | May 11, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 11, 2026 | - | Analysis | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 8-K | May 5, 2026 | - | Analysis | - |
| 8-K | Mar 16, 2026 | - | Analysis | - |
| 10-K | Mar 16, 2026 | Dec 31, 2025 | - | |
| 8-K | Mar 16, 2026 | - | Analysis | - |
| 8-K | Feb 5, 2026 | - | - | |
| 4 | Dec 19, 2025 | - | - | |
| 4 | Dec 12, 2025 | - | - | |
| 4 | Dec 5, 2025 | - | - | |
| 4 | Dec 1, 2025 | - | - | |
| 10-Q | Oct 31, 2025 | Sep 30, 2025 | Analysis | |
| SC 13G | Oct 17, 2025 | - | - | |
| 10-Q | Jul 31, 2025 | Jun 30, 2025 | - | |
| 10-Q | May 8, 2025 | Mar 31, 2025 | - | |
| 10-K | Mar 6, 2025 | Dec 31, 2024 | - | |
| 10-Q | Oct 31, 2024 | Sep 30, 2024 | - |
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SAMG SEC filings: frequently asked questions
What was SAMG's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Silvercrest Asset Management Group Inc. (SAMG) reported revenue of $125.3 million (up 1.3% from FY2024) and net income of $4.9 million. Diluted EPS was $0.56. The figures come from the XBRL data in the 10-K.
What did SAMG report in its latest 8-K?
Silvercrest Asset Management Group Inc. (SAMG) filed an 8-K on July 30, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Silvercrest reported consolidated financial and operating results for Q2 and first half 2026, ended June 30.
What are the latest SAMG SEC filings?
Silvercrest Asset Management Group Inc. (SAMG) filed its latest 10-K annual report on March 16, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on July 30, 2026 and a Form 4 insider filing on May 8, 2026.
What is SAMG's SEC CIK number?
Silvercrest Asset Management Group Inc. (SAMG)'s SEC Central Index Key (CIK) is 1549966. EDGAR lists every SAMG filing under that number.
Ask anything about SAMG
The research agent reads SAMG's filings, financials, insider trades and 13F holders, then answers with sources.