STOCK TITAN

Binah Capital Group, Inc. SEC Filings

BCG NASDAQ

Welcome to our dedicated page for Binah Capital Group SEC filings (Ticker: BCG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Binah Capital Group's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Binah Capital Group's regulatory disclosures and financial reporting.

Rhea-AI Summary

Binah Capital Group, Inc. reported stronger results for the quarter ended June 30, 2026. Assets under management rose 13.4% year-over-year to $31.6 billion. Total revenue increased to $46.5 million from $41.5 million, driven by higher commissions and advisory fees. The company generated net income of $0.3 million, a turnaround from a net loss of $0.7 million in the prior-year quarter, and EBITDA improved to $1.0 million from $0.1 million. Adjusted EBITDA reached $1.2 million versus $0.9 million.

For the first six months of 2026, total revenues were $95.2 million compared with $90.4 million a year earlier, and net income was $2.2 million versus $0.4 million. As of June 30, 2026, Binah held $10.9 million in cash, cash equivalents and restricted cash, total assets of $71.2 million, total liabilities of $50.4 million and redeemable Series A convertible preferred stock of $16.0 million. Common shares outstanding were 17,060,131, and long-term notes payable (net) were $16.7 million.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
current report
-
Rhea-AI Summary

Binah Capital Group, Inc. reported improved results for the quarter ended June 30, 2026. Total revenues were $46.5 million, up 12.1% from $41.5 million a year earlier, driven by higher commission revenue of $38.1 million and advisory fees of $7.4 million. Net income was $0.3 million, compared with a net loss of $0.7 million in the prior-year quarter.

For the first six months of 2026, total revenues were $95.2 million versus $90.4 million, and net income rose to $2.2 million from $0.4 million. Gross profit, a non-GAAP metric, increased to $9.8 million for the quarter and $20.0 million year‑to‑date. Advisory and brokerage assets reached $31.6 billion, though total net new assets were negative $2.2 billion for the quarter, reflecting outflows offset by positive market performance.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
quarterly report
-
Rhea-AI Summary

Binah Capital Group, Inc. received an amended Schedule 13G from Wentworth Funding LLC reporting its beneficial ownership of common stock. Wentworth Funding LLC reports beneficial ownership of 894,977 shares of common stock, including 233,818 shares underlying currently exercisable warrants with an exercise price of $11.50 per share.

This position represents 5.3% of the class, based on 16,810,131 shares of common stock outstanding as of May 15, 2026, plus the 233,818 warrant shares assumed exercised. Wentworth Funding LLC reports sole voting and dispositive power over all 894,977 shares and no shared voting or dispositive power.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
ownership
Rhea-AI Summary

Binah Capital Group, Inc. held its Annual Meeting of Stockholders, with 12,744,834 shares of common stock represented, about 76.76% of the 16,602,460 shares outstanding as of April 24, 2026, establishing a strong quorum.

Stockholders elected Daniel Hynes as a Class II director to serve until the 2029 annual meeting, approved executive compensation on an advisory basis, and chose an annual frequency for future say‑on‑pay votes. They also ratified FGMK, LLC as independent auditor for 2026 and approved an amendment to the 2024 Equity Incentive Plan, increasing the shares available for issuance to 2,650,000.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
current report
-
Rhea-AI Summary

Binah Capital Group, Inc. Chief Executive Officer Craig Gould reported an open-market purchase of company stock. On 2026-05-19, he bought 3,000 shares of Common Stock at $1.68 per share. Following this transaction, his direct ownership increased to 1,019,906 shares of Binah Capital Group Common Stock.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
-
Rhea-AI Summary

Binah Capital Group, Inc. director and Chief Financial Officer Shane David M. reported an open-market purchase of company stock. On 2026-05-19, he bought 3,000 shares of common stock at $1.6599 per share. Following this transaction, his direct holdings total 3,000 common shares.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
Rhea-AI Summary

Binah Capital Group reported solid first-quarter 2026 results with stronger profitability on largely stable revenue. Assets under management rose 12.9% year-over-year to $29.0 billion, reflecting continued growth of its advisor-focused platform.

Total revenue was $48.7 million, similar to $48.9 million a year earlier, but net income increased to $1.9 million from $1.0 million, driving diluted EPS of $0.09. EBITDA grew to $3.3 million from $2.2 million, and Adjusted EBITDA reached $3.7 million. As of March 31, 2026, the company held $10.5 million in cash and cash equivalents against $17.7 million of long-term debt.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
current report
-
Rhea-AI Summary

Binah Capital Group, Inc. reported relatively flat total revenue of $48.7 million for the quarter ended March 31, 2026, compared with $48.9 million a year earlier, but net income rose to $1.9 million from $1.0 million as expenses declined.

Commissions fell modestly while advisory fees and interest and other income increased, helped by a realized gain contingency of about $0.7 million. Gross profit grew to $10.2 million and EBITDA to $3.3 million, with Adjusted EBITDA at $3.7 million reflecting share-based compensation.

Total advisory and brokerage assets reached $29.0 billion, up from $25.7 billion, driven by $0.5 billion in net new assets. The company carried a term loan balance of about $17.2 million and used an interest rate swap designated as a cash flow hedge to manage borrowing costs.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
quarterly report
-
Filing
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
annual report
Rhea-AI Summary

Binah Capital Group, Inc. is asking stockholders to vote at its virtual 2026 annual meeting on June 12, 2026. Holders of Common Stock as of April 24, 2026, when 16,602,460 shares were outstanding, may participate and vote online.

Items include electing one Class II director, advisory votes on named executive officer pay and the frequency of future pay votes, and ratifying FGMK, LLC as auditor for 2026. Stockholders are also asked to approve an amendment to the 2024 Equity Incentive Plan increasing the shares available for awards by 2,650,000, bringing the plan total to 4,729,671 shares of Common Stock.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
proxy

FAQ

How many Binah Capital Group (BCG) SEC filings are available on StockTitan?

StockTitan tracks 17 SEC filings for Binah Capital Group (BCG), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Binah Capital Group (BCG)?

The most recent SEC filing for Binah Capital Group (BCG) was filed on August 13, 2026.