Binah Capital Group, Inc.
Binah Capital Group, Inc. (Nasdaq: BNHC) operates as a leading platform provider for retail wealth management businesses through its subsidiary Binah Management Services. The company's website is www.binahcap.com. Founded in March 2016 and consummated through a business combination in March 2024, Binah owns and… From the company’s description.
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, Inc. (Nasdaq: BNHC) operates as a leading platform provider for retail wealth management businesses through its subsidiary Binah Management Services. The company's website is www.binahcap.com. Founded in March 2016 and consummated through a business combination in March 2024, Binah owns and operates ten financial services entities, including four broker-dealers, three registered investment advisors, and three insurance entities with over 1,600 registered individuals working across the financial services industry.
The company serves financial advisors through three distinct business models designed to accommodate different operating preferences. The hybrid business model, operated through the Purshe Kaplan Sterling entities, allows independent registered representatives to maintain dual registration with the broker-dealer for commission-based products while operating their own registered investment advisor for fee-based asset management services. The independent business model, operated through Cabot Lodge Securities and World Equity Group, enables independent broker-dealers to affiliate as independent contractors offering both commission-based and fee-based services. The W2 business model allows broker-dealers to affiliate as employees with company-provided support and expense coverage.
Binah's platform provides comprehensive support services including stock, bond, exchange-traded fund, and options execution; insurance products; mutual funds; alternative investments such as non-traded real estate investment trusts; and research, compliance, supervision, and accounting services. The company maintains relationships with major clearing and custodial firms, offering advisors flexibility in custody and clearing arrangements.
The company employs approximately 150 employees as of December 31, 2025, with operations spanning multiple states. Binah competes in the highly competitive wealth management industry against traditional wirehouses, investment advisers, brokerage firms, and financial institutions, many with substantially greater resources. The company differentiates itself through its flexible operating models, technology-enabled capabilities, open architecture offering diverse product solutions, and highly attractive financial model emphasizing organic growth, recurring revenues, and expanding margins. Growth strategy focuses on expanding the existing advisor network, pipeline acquisitions, and consolidating firms onto the existing platform while leveraging management relationships and brand recognition.
Company details
- Sector
- Financials
- Industry
- 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.
Compare this company with peers, find it in your funds and follow its financial history with your connected AI:
- “How do Binah Capital Group, Inc. and its peers compare on margins and cash generation over ten years?”
- “Where did five years of Binah Capital Group, Inc.'s earnings go — cash, debt, buybacks, reinvestment?”
- “What changed in Binah Capital Group, Inc.'s last four quarterly filings that the numbers alone won't show?”