Mission Statement, Vision, & Core Values of Silvercrest Asset Management Group Inc. (SAMG)

A firm's Mission Statement, Vision, and Core Values are not just words on a wall; they are the engine driving financial performance, and for Silvercrest Asset Management Group Inc., those principles have translated into a record $37.6 billion in total Assets Under Management (AUM) as of Q3 2025. But what does a commitment to personalized service and a research-driven process really mean when the firm's Q3 2025 GAAP consolidated net income was $1.1 million? You're looking for the competitive edge-the why behind their strategic focus as a premier independent wealth management firm-so how do their core tenets influence client retention and the pursuit of new organic flows?

Silvercrest Asset Management Group Inc. (SAMG) Overview

You're looking for a clear picture of Silvercrest Asset Management Group Inc. (SAMG), a firm that has quietly built a significant presence in the wealth management space. The direct takeaway is that Silvercrest Asset Management Group Inc. is a premier, independent, employee-owned registered investment adviser that specializes in serving ultra-high net-worth families and select institutions, with total assets under management (AUM) hitting a new high of $37.6 billion as of September 30, 2025.

The firm was founded in April 2002, establishing itself as an independent, employee-owned entity right from the start. This independent partnership culture, with well over 50 partners out of approximately 160 employees, is defintely a key differentiator in a crowded industry. Silvercrest Asset Management Group Inc. offers a full suite of services, from traditional and alternative investment advisory to comprehensive family office services, all tailored for clients with significant financial assets.

Their product mix includes proprietary long-only equity management capabilities, covering small through large cap value and growth equity, plus international value strategies. They also provide outsourced chief investment officer (OCIO) solutions for foundations and endowments. This diversified approach to revenue streams helps them navigate market shifts. For the nine months ended September 30, 2025, the company reported total revenue of $93.4 million, showing a slight increase from the prior year.

2025 Fiscal Year Financial Performance: AUM Hits Record Highs

When you look at the financials, the story for 2025 is one of market-driven asset growth, even as net income faced pressure from strategic investments. The latest reporting period, the third quarter of 2025 (Q3 2025), showed total Assets Under Management (AUM) reaching a new record high of $37.6 billion as of September 30, 2025. This figure is a 7.1% increase from the same period in the prior year, primarily fueled by market appreciation of $2.3 billion.

Here's the quick math on Q3 2025: Revenue for the quarter stood at $31.3 million. However, U.S. Generally Accepted Accounting Principles (GAAP) consolidated net income was $1.1 million, a noticeable drop from the prior year, which reflects planned strategic investments in talent and growth initiatives. The discretionary AUM-the assets where Silvercrest Asset Management Group Inc. has full investment authority, which drives the highest revenue-also grew to $24.3 billion. That's a 7.5% increase year-over-year, which is a strong signal for future revenue stability.

• Total AUM (Sep 30, 2025): $37.6 billion.
• Q3 2025 Revenue: $31.3 million.
• Q3 2025 GAAP Net Income: $1.1 million.

The company is committed to returning capital, too, having completed a stock repurchase program and declaring a quarterly dividend of $0.21 per share for Q3 2025. This shows a robust balance sheet that supports capital return initiatives, even while management invests for future growth. You can dive deeper into the firm's financial health here: Breaking Down Silvercrest Asset Management Group Inc. (SAMG) Financial Health: Key Insights for Investors

A Leader in Bespoke Wealth Management

Silvercrest Asset Management Group Inc. is established as one of the leading companies in the specialized field of wealth management and advisory services. They don't just manage money; they offer a level of personalized service and open communication that is often lost at much larger organizations. Their target market is intentionally focused on the complex needs of wealthy families and select institutional investors, a niche that demands deep expertise in areas like diversifying concentrated stock holdings, estate planning, and family foundation management.

Their success isn't built on a single, mass-market product, but on proprietary investment capabilities and a full-service approach. The record AUM of $37.6 billion speaks for itself, placing them firmly among the significant players who cater to this sophisticated client base. They've consistently demonstrated an ability to attract and retain talented professionals, which is crucial in a service-driven industry. This focus on talent and an anti-bureaucratic culture is what drives their long-term strategy. If you're a decision-maker looking for a firm with a clear, consistent strategy and a proven track record of asset growth, you need to understand the mechanics behind their success.

Silvercrest Asset Management Group Inc. (SAMG) Mission Statement

You need a clear sense of what drives an asset manager, especially one like Silvercrest Asset Management Group Inc. (SAMG), which focuses on ultra-high-net-worth clients and institutions. The direct takeaway is that Silvercrest Asset Management Group Inc. guides its strategy not with a single, catchy mission statement, but with a core purpose: to deliver best-in-class institutional-quality investment solutions to all clients while upholding a culture of integrity and personalized service.

This commitment is the bedrock for their long-term goals, particularly in a volatile market where trust is the ultimate currency. Their focus on client-centric service and customized solutions is what allows them to attract significant capital, evidenced by their total Assets Under Management (AUM) reaching a new high of $37.6 billion as of September 30, 2025. This growth, even with market headwinds, shows the value of their foundational principles.

For a deeper dive into the firm's structure and history, you can read Silvercrest Asset Management Group Inc. (SAMG): History, Ownership, Mission, How It Works & Makes Money.

Core Component 1: Placing the Client's Financial Interests First

The most crucial principle for any fiduciary is putting the client first, and Silvercrest Asset Management Group Inc. formalizes this by stating they will 'always place our clients' financial interests ahead of our own.' This isn't just a compliance formality; it's the operating model that defines their relationship with ultra-wealthy families and endowments. Honestly, if your advisor isn't a fiduciary (a legal and ethical standard requiring them to act in your best interest), you're already starting on the back foot.

This principle translates into comprehensive, bespoke service that goes far beyond simple portfolio management (discretionary AUM was $24.3 billion in Q3 2025). For instance, they offer a full suite of family office services, which is a significant value-add for complex wealth structures. This includes:

• Estate and wealth planning.
• Tax planning and preparation.
• Personal accounting and bill paying.

The firm is structured to provide institutional-caliber investment management alongside the superior service wealthy individuals expect, ensuring every client receives their best thinking. The strong net client organic inflows of $0.4 billion in Q1 2025, following a strong Q4 2024, defintely underscore that clients are voting with their capital for this high-touch, client-first model.

Core Component 2: Encouraging Innovation and Fresh Thinking

In a world of commoditized investment products, Silvercrest Asset Management Group Inc. commits to 'create, build and maintain an environment that encourages innovation and original thought.' This is how they differentiate themselves from larger, more bureaucratic competitors. It means they're constantly challenging conventional wisdom to find an edge for your portfolio.

A concrete example of this is their 'modern approach to portfolio construction.' They don't just stick to the old 60/40 rule. Instead, their analysts publish research on critical, nuanced topics like 'Beyond Asset Allocation: The Importance of Asset Location,' which is all about optimizing tax efficiency and liquidity needs by choosing where assets are held, not just what assets are owned. Plus, their focus on 'Values-Based Investing' shows they are innovating to align portfolios with a client's specific social or environmental values, not just their risk tolerance.

Core Component 3: Retaining Unusually Talented Professionals

An asset manager is only as good as its people, and Silvercrest Asset Management Group Inc.'s third core principle is to 'attract, motivate and retain unusually talented and ambitious professionals.' This is a direct acknowledgment that intellectual capital drives their revenue of $31.3 million in Q3 2025. The strategy here is simple: hire the best, give them focus, and remove corporate friction.

They actively recruit seasoned securities analysts and charge them with focusing 100% of their professional time on security selection and research. This specialization is key to delivering strong investment results. The firm also nurtures an 'entrepreneurial, collegial and action-oriented business culture' that actively resists corporate bureaucracy and office politics. This is a smart move, as a low-friction environment keeps top talent engaged and focused on client outcomes. The firm's ongoing investment in talent, aimed at transitioning the business toward the next generation, is a clear strategic action to secure future revenue expansion.

Silvercrest Asset Management Group Inc. (SAMG) Vision Statement

You're looking for the bedrock of Silvercrest Asset Management Group Inc.'s strategy, and honestly, it boils down to delivering institutional-grade advice with a deeply personal touch. That dual focus is the core strategic pillar. They aim to be the premier, independent wealth manager, which is a powerful statement when you look at their recent financial performance: total Assets Under Management (AUM) hit a new high of $37.6 billion as of September 30, 2025, demonstrating client trust even with market volatility.

The Mission: Best-in-Class Institutional Solutions

The firm's mission is to provide best-in-class institutional-quality investment solutions to all clients. This isn't just marketing fluff; it's a commitment to applying the rigorous research and portfolio construction typically reserved for large endowments and foundations to every client, whether they are an ultra-high net worth individual or a select institutional investor. This focus on quality and scale is defintely what drives their revenue base.

Here's the quick math on that scale: in the third quarter of 2025, Silvercrest Asset Management Group Inc. reported revenue of $31.3 million. That revenue is generated by managing a diverse set of strategies, from U.S. Large Cap Value and Growth Equity to Global and Emerging Markets portfolios. The mission translates directly into a comprehensive service model, covering everything from traditional asset management to complex family office services.

The Vision: The Premier Independent, Employee-Owned Advisor

Silvercrest Asset Management Group Inc. envisions itself as the premier, independent, employee-owned registered investment advisor for wealthy families and select institutions. The independence piece is crucial here, especially for financially-literate decision-makers like you. Being employee-owned means the interests of the principals are directly aligned with yours-they eat their own cooking, so to speak. This structure is a competitive advantage against larger, publicly-traded banks where analyst turnover and corporate mandates can interfere with personalized advice.

This vision is supported by their commitment to returning capital, which is a clear signal of financial health and confidence. They declared a quarterly dividend of $0.21 per share payable in December 2025, and repurchased about $16 million of a $25 million buyback plan as of Q3 2025. That's a firm putting its money where its mouth is, which is a vital sign when assessing long-term strategic stability. You can dive deeper into their numbers here: Breaking Down Silvercrest Asset Management Group Inc. (SAMG) Financial Health: Key Insights for Investors

Core Values: Excellence, Personalization, and Open Communication

The firm's core values are the operational guidelines that make their mission and vision achievable. They center on a commitment to excellence, personalization, and open communication. This is how they differentiate themselves from the mega-firms.

What this means for you is a focus on:

• Providing an unparalleled level of quality advice.
• Offering personalized service not found at larger organizations.
• Ensuring clients feel comfortable and secure through open communication.
• Successfully dealing with complex issues like diversifying concentrated stock holdings.

To be fair, this high-touch service model comes with a cost, which is reflected in their Q3 2025 GAAP consolidated net income of $1.1 million, which was lower than the prior year due to planned strategic investments in talent and increased operating expenses. Still, a focus on talent and growth initiatives, even if it pressures near-term net income, bodes well for securing more significant organic flows over the course of 2025.

Silvercrest Asset Management Group Inc. (SAMG) Core Values

You're looking for a clear map of what drives Silvercrest Asset Management Group Inc. (SAMG) beyond the quarterly earnings report, and that's smart. The firm's long-term value is locked in its culture and principles, not just the latest Assets Under Management (AUM) number. The direct takeaway is that Silvercrest operates on four clear Guiding Principles that translate to a single mission: delivering institutional-quality, highly customized wealth management with a fiduciary-level of integrity.

While Silvercrest doesn't publish a single, one-line mission statement, its core purpose is clear: to provide customized investment solutions and exceptional client service to wealthy families and select institutions. This focus is what drives their remarkable 98% client retention rate. Their vision is to be the leading independent investment advisory firm known for this client-first, high-integrity approach, a vision they are supporting with total AUM hitting a record $37.6 billion as of September 30, 2025.

Client-First Ethics: Always Placing Client Financial Interests First

This is the bedrock, the non-negotiable principle. It means operating as a true fiduciary (someone legally and ethically required to act in your best interest), which is exactly why the firm was founded-to offer independent, objective advice away from the conflicts of larger institutions. You need a partner whose interests are defintely aligned with yours.

The commitment is codified in their Code of Business Conduct and Ethics, which mandates that all Associated Persons (employees) must avoid any actual or apparent conflicts of interest. Practically, this means their service model is built around bespoke portfolios and comprehensive Family Office Services, rejecting a one-size-fits-all approach. They offer a full suite of services-from philanthropic advisory to estate planning-to provide holistic oversight, cementing their role as a trusted advisor, not just a money manager.

Talent & Professionalism: Attracting and Retaining Unusually Talented Professionals

The quality of advice you get is directly tied to the quality of the people giving it. Silvercrest understands this, which is why they explicitly invest heavily in intellectual capital and headcount to drive new growth and transition the business to the next generation of professionals. Here's the quick math: this strategic investment in talent is why their Q3 2025 GAAP consolidated net income was $1.1 million and their Adjusted EBITDA was $4.5 million, which management notes is lower than a steady-state business because expenses are elevated to support these long-term strategic priorities.

They are willing to take a near-term hit on margins for long-term growth. This commitment is tangible:

• They are adjusting their compensation ratio to match these investments in U.S.-based personnel and global marketing.
• The firm is planning to begin rewarding shares from their equity incentive plan to further motivate their professionals.
• They staff their client-facing teams robustly, with portfolio managers and family office staff accounting for 65% of total employees.

You want a firm that views its people as a growth engine, not just a cost center.

Innovation & Fresh Thinking: Encouraging Original Thought and Modern Approaches

In a market that changes every day, a static investment approach is a recipe for underperformance. Silvercrest's value is in their 'fresh thinking,' which they apply to client needs and the firm itself. This isn't just a buzzword; it's a structural mandate.

A key example is their Values-Based Investing capability, which moves beyond simple Socially Responsible Investing (SRI) to fully align portfolios with a client's personal values, utilizing sophisticated tools like negative screening and selecting best-in-class external managers. They also recruit seasoned securities analysts and encourage them to focus 100% of their professional time on security selection, ensuring your portfolio benefits from deep, un-distracted research. This dedication to modern, tailored portfolio construction is a clear differentiator. For a deeper dive into the numbers supporting this strategy, you should read Breaking Down Silvercrest Asset Management Group Inc. (SAMG) Financial Health: Key Insights for Investors.

Entrepreneurial & Collegial Culture: Action-Oriented and Consensual Business

The firm encourages an entrepreneurial, action-oriented culture where decisions are generally consensual. This is a direct echo of its founding as a spinout from a larger bank in 2002, a move that prioritized independence and control over its destiny. This DNA is what allows them to move quickly and decisively for clients.

The result of this growth-focused, entrepreneurial spirit is visible in their key metric: discretionary AUM. This is the asset base that primarily drives revenue, and it increased to $24.3 billion at September 30, 2025, an 8% increase year-over-year. This growth is fueled by organic new client accounts, which added $564 million year-to-date through Q3 2025. That is a culture that gets things done.