Binah Capital Group, Inc.
Binah Capital Group (Nasdaq: BCG) provides a platform for retail wealth management businesses through broker-dealers, registered investment advisors and insurance entities. Its services support financial advisors and their clients with securities execution, insurance, mutual funds, alternative investments, annuities,… From the company’s description.
Over the twelve months to Jun 30, 2026, Binah Capital Group, Inc. reported revenue of $191.93M, up 8.3% from a year earlier, and net income of $4.17M. Its pre-tax margin was 2.5%. In fiscal 2025, it reported revenue of $187.14M, up 10.8% from fiscal 2024, and net income of $2.31M.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Binah Capital Group, Inc. does
In the company’s own words
Binah Capital Group (Nasdaq: BCG) provides a platform for retail wealth management businesses through broker-dealers, registered investment advisors and insurance entities. Its services support financial advisors and their clients with securities execution, insurance, mutual funds, alternative investments, annuities, advisory accounts, portfolio management options, research, compliance and operational support. The company accommodates hybrid, independent-contractor and employee-based W-2 advisor models, with choices of custody and clearing firms. Its Purshe Kaplan Sterling entities operate the hybrid and W-2 models, while Cabot Lodge Securities and World Equity Group primarily serve independent advisors. Binah’s network includes four broker-dealers, three registered investment advisors and three insurance entities, and more than 1,600 registered individuals as of 2025. Its platform also includes the Purshe Kaplan Sterling, Cabot Lodge and World Equity Group businesses. Binah’s operating business traces to Wentworth Management Services, founded in 2016; it became a public company through a business combination completed in March 2024. Its website is www.binahcap.com.
Company details
- Sector
- Financials
- Industry (SIC)
- Finance Services
- Headquarters
- NEW YORK, NY
- Fiscal year end
- December
- CIK
- 1953984
- SIC
- 6199
Financial performance, year by year
Fiscal 2024–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Binah Capital Group, Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · Binah Capital Group, Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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