Richmond, VA Office

Team
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Silvercrest Asset Management Group LLC logo

Silvercrest Asset Management Group LLC

Multi-team

Firm-wide stats for Silvercrest Asset Management Group LLC

Total advisors

35

Across 9 offices

Clients per advisor

31 Very Low

Avg AUM per client

$17,515,235 Very High

HNW client ratio

100% Very High

About

Silvercrest provides investment management, family office and institutional advisory services primarily to high‑net‑worth families and select institutions, managing $28.3 billion as of December 31, 2025 with discretionary authority over $23.8 billion and delivering reporting, tax and family office services for an additional $8.6 billion. Services include separately managed portfolio management, outsourced chief investment officer (OCIO) and risk and due‑diligence advisory work for institutions, as well as advisory and sub‑advisory roles to private funds and registered funds.

The firm’s investment teams emphasize bottom‑up, value‑oriented equity strategies and active fixed‑income management, employing proprietary valuation tools (including an earnings‑discount model) and generally low portfolio turnover; strategies range from concentrated U.S. and global value and growth mandates to municipal and environmental muni portfolios. Silvercrest also allocates client assets to third‑party managers and funds‑of‑funds, and integrates quantitative risk analytics (VaR, stress testing, Monte Carlo) and bespoke portfolio construction when acting as OCIO.

Noteworthy distinctions include its role advising pooled vehicles that trade futures and other commodity interests (the firm discloses reliance on CFTC Rule 4.7 reporting for certain fund activity), and the operational practices used for illiquid “Designated Investments” — including separate DI accounts and fee reserves to address valuation and withdrawal timing. The firm’s focus on high‑net‑worth families and institutions (rather than mass‑market individual clients), its combination of family office services with fund advisory/sub‑advisory activity, and its public corporate parent (Silvercrest L.P. is a subsidiary of publicly traded SAMG) are additional features that distinguish it from many peers.

Based on Silvercrest Asset Management Group LLC

Expertise

Active portfolio management Concentrated stock management Real estate investing Tax-loss harvesting

Based on Silvercrest Asset Management Group LLC

Occupation focus

Founder/Business Owner Retired Executive

Based on Silvercrest Asset Management Group LLC

Location

9030 Stony Point Pkwy Ste 570

Richmond VA 23235

Advisors at this office

5

Advisors at this office

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Carter W

Series 65, Series 66

Richmond, VA

Silvercrest Asset Management Group LLC

Carter Whisnand is an advisor at Silvercrest Asset Management Group LLC with 23 years of experience at the firm. He holds Series 65 and Series 66 licenses. Silvercrest provides investment management, family office, and institutional advisory services primarily to high-net-worth families and select institutions. The firm emphasizes bottom-up, value-oriented equity strategies and active fixed-income management, combining proprietary valuation tools with quantitative risk analytics in its portfolio construction and advisory roles.

Active portfolio management Concentrated stock management Real estate investing Tax-loss harvesting Founder/Business Owner Retired Executive
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Palmer G

Series 63, Series 65, Series 66

Richmond, VA

Silvercrest Asset Management Group LLC

Palmer Garson is a financial advisor at Silvercrest Asset Management Group LLC with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Silvercrest since 2014. Outside of his advisory role, Garson serves on several investment committees and boards, including the Tom Haiggai Foundation and the Virginia Foundation of Independent Colleges, where he holds governance and oversight responsibilities. Silvercrest Asset Management Group provides investment management and family-office services to families and select institutional investors such as endowments and foundations. The firm employs a combination of proprietary equity and fixed-income strategies alongside outsourced CIO and quantitative risk analytics, tailoring portfolios to individual client objectives.

Active portfolio management Concentrated stock management Real estate investing Tax-loss harvesting Founder/Business Owner Retired Executive
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Tara C

CFP®

Richmond, VA

Silvercrest Asset Management Group LLC

Tara Collins is a CFP® professional with 18 years of experience at Silvercrest Asset Management Group LLC in Richmond, VA. She has been with Silvercrest since 2008. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies combined with outsourced CIO, due diligence, and quantitative risk analytics, tailoring investment solutions to individual client portfolios.

Active portfolio management Concentrated stock management Real estate investing Tax-loss harvesting Founder/Business Owner Retired Executive
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Alfred A

Richmond, VA

Silvercrest Asset Management Group LLC

Alfred Acuff, Jr. is a financial advisor at Silvercrest Asset Management Group LLC with 19 years of industry experience. He has been with Silvercrest since 2014 and also serves as a trustee for the Virginia Retirement System, which oversees several public sector employee benefit plans. Acuff is additionally involved with AMA Investment Counsel, LLC, a personal investment consulting firm. Silvercrest provides investment management, family office, and institutional advisory services primarily to high-net-worth families and select institutions. The firm employs bottom-up, value-oriented equity strategies and active fixed-income management, combining proprietary valuation tools with quantitative risk analytics in its portfolio construction and oversight.

Active portfolio management Concentrated stock management Real estate investing Tax-loss harvesting Founder/Business Owner Retired Executive
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Thomas M

CFA®

Richmond, VA

Silvercrest Asset Management Group LLC

Thomas Moore is a CFA® charterholder with nine years of industry experience. He has been with Silvercrest Asset Management Group LLC since 2017 and previously worked at Alliance Bernstein from 2015 to 2017. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, offering both discretionary and non-discretionary portfolio management alongside services such as bill paying, tax planning, and consolidated reporting. The firm manages a broad range of proprietary equity and fixed-income strategies and utilizes a combination of bottom-up security selection and manager allocation tailored to individual client portfolios.

Active portfolio management Concentrated stock management Real estate investing Tax-loss harvesting Founder/Business Owner Retired Executive
View complete list of advisors at this office
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