SourcingSourcing

SILVER GROVE FINANCIAL GROUP, INC.

C27
CRD 287512·SEC 801-110045·ORCHARD PARK, NY
AUM
$453.6M
$100M-$500M
Est. Revenue
$4.5M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$10.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SILVER GROVE FINANCIAL GROUP, INC.
CRD
287512
SEC file #
801-110045
EIN
462226373
DBA names
Silver Grove Advisory Services

Economics

AUM
$453.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$101.7M → $453.6M▲ +346%
Client mix
Individuals Other2,083
Individuals High Net Worth63
Corporations4

Operations

Employees (total)
16
Advisory staff (per ADV)
16
Advisory staff (5-yr trend)
'20'26
14 advisors → 16 advisors▲ +14%
Primary office
ORCHARD PARK NY
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
silvergrovegroup.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SEUFERT, RYAN, DANIEL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SEUFERT, RYAN, DANIEL
WEBER, JASON, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SILVERGROVEGROUP.COM
Rdap Domain Creation Date
2012-12-03T01:45:04Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002111172
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2026-02-13
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
3
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0002111172-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
10
Bc Firm Active IA Count
17
Bc Firm IAR Count
17
Custodian Candidates
Full
Charles Schwab6
Lpl Financial4
E*trade4
Edgar Addresses
Mailing
400 STERLING DRORCHARD PARK, NY 14127
Business
400 STERLING DRORCHARD PARK, NY 14127
Edgar EIN
462226373
Edgar Recent Filings
13F-HR2026-05-15 · 0002111172-26-000003
13F-HR2026-02-17 · 0002111172-26-000002
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-03T01:45:04Z
Rdap Domain Last Changed
2025-12-03T16:58:40Z
Rdap Nameservers
Ns69.domaincontrol.comNs70.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5551651
Trust Company Affiliate
No

People (17)

17
WEBER, JASON, JOSEPH
IAR · Direct Owner · 62.5%
5522878
SEUFERT, RYAN, DANIEL
IAR · Direct Owner · 62.5%
5551651
RICHARD CERMINARA
IAR
1743304
MARK PHILIP PROCKNAL
IAR
1738518
ANNETTE J OLDAY
IAR
4682616
MARTIN CHARLES LOUGEN
IAR
2890353
JOHN JOSEPH MCCAULEY
IAR
6092880
ANDREW JAMES SWARTWOUT
IAR
2478664
KATIE WEIBEL
IAR
5034755
RYAN FICORILLI
IAR
4830222
JASON BERNARD MYERS
IAR
6107493
Nathan R Severson
IAR
8102240
JAKUB KUBRAK
IAR
5572288
MICHAEL RICHARD BECHT
IAR
2906349
JULIANNE INCARDONA
IAR
4205675
KYLE LEIKAM
IAR
5865848
MARK A KIRCHMYER
IAR
1356348