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MARKETS / NASDAQ / BCG
NASDAQ · FINANCE SERVICES · SMALL CAP

Binah Capital Group, Inc. BCG

3 fiscal years on record · USD · FY2025 reported · SEC filings only
$182.0M
▲ 10.7% YoY
$2.3M
$5.1M
In brief

What this company does

The company owns and operates ten entities in retail wealth management, four of which are broker-dealers, three of which are registered investment advisors, and three of which are insurance entities, with over 1,600 registered individuals working within the financial services industries. PKS Holdings, LLC, operating under the Hybrid Business Model, is headquartered in Albany, New York, with branch offices throughout the United States and more than 1,300 registered individuals working within the financial services industries. Cabot Lodge Securities LLC maintains offices and branch offices throughout the United States, with more than 100 registered advisors. In addition to the Hybrid Business Model, the PKSH Entities operate under a W2 Business Model, which allows independent broker-dealers to affiliate with the company's brokerage firms as employees to offer commission-based products as well as fee-based asset management services through its registered investment advisors. As of December 31, 2025, the company's workforce was comprised of approximately 150 employees, substantially all of whom are salaried. BMS was founded in March 2016 as a limited liability company under the Delaware Limited Liability Company Act and, through four wholly-owned registered broker-dealer subsidiaries and their affiliated entities, provides investment management services to clients via three advisor business models.

Written from the business description in Binah Capital Group, Inc.'s annual report to the U.S. Securities and Exchange Commission, filed 31 March 2026. Every sentence was checked against that document before publication.

Growth
USD 182.0M
Revenue, FY2025 · full 3-year series below
Revenue $M Net income $M
FY2025 · Revenue 182.0 · Net income 2.3
80M160M202320242025
Compound annual growth
3 yrs
5 yrs
10 yrs
15 yrs

Compound annual rates per period — left blank where that exact year isn't on file, the series crosses a loss, or (per-share rows) a split falls inside the window.

Profitability
1 cents
of every revenue dollar became profit
Operating margin Net margin
FY2025 · Operating 1.4% · Net 1.3%
0.5%1.0%-1.0%-2.0%202320242025
ROE

Not available in our data for this period.

Cash & shareholders
returned in FY2025 · dividends + net buybacks
Free cash flow $M
FY2025 · FCF 5.1
2.00M4.00M-0.25M-0.50M202320242025

Total assetsUSD 70.2M
CashUSD 10.7M
Gross debtUSD 17.7M
Net debtUSD 7.0M

Not available: we don't have the shareholders' equity figure for this period.

The 3-year record
3 fiscal years
Every figure from documents filed with the SEC · USD
row low → row highnegative
Metric 202520242023
Revenue $B0.20.20.2
Operating income $B0.0−0.00.0
EBITDA $B0.0−0.00.0
Income tax $B·0.0−0.0
Net income $B0.0−0.00.0
Free cash flow $B0.0−0.00.0
EPS, diluted $0.04−0.39·
Dividend / sh $···
Payout %···
ROE %···
Shares out B0.020.02·

Slide the table for earlier years · "·" marks a figure not available in our data for that year.

Provenance
Company facts, as filed
How we verify · 0 failures in 8 reconciliationsAUDITED

Reconciled in 3 of 19 fiscal years. 49 checks could not be computed.

EPS recomputationBalance-sheet identityGross profitBalance-sheet liquiditymoeda_consistente0 failures
ActivityFinance Services
Listed onNASDAQ
Incorporated innot stated in the filings
Fiscal year endsDecember 31
SEC categorysmaller reporting company
Data on record since2023

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