Binah Capital Group, Inc. filings document the governance, operating results and capital structure of a Nasdaq-listed financial-services enterprise serving independent advisors through affiliated broker-dealers. Current reports on Form 8-K furnish quarterly and annual financial results and describe material events affecting the company’s securities.
Proxy materials cover annual meeting procedures, shareholder voting matters and the annual report with audited financial statements. The filing record also includes disclosures for common stock, warrants and Series B Junior Convertible Preferred Stock, including preferred-stock terms, private-placement context and modifications to security-holder rights.
Binah Capital Group, Inc. (BCG) Chief Executive Officer and director Craig Gould purchased 3,000 shares of common stock on September 4, 2026 at $1.30 per share in an open-market or private transaction. Following this purchase, he directly holds a total of 1,022,906 common shares; no Rule 10b5-1 plan is reported.
Binah Capital Group, Inc. (BCG) furnished an August 2026 investor presentation being used beginning August 19, 2026 at the Sidoti Virtual Micro Cap Conference. The materials outline Binah’s hybrid independent-advisor platform, multi-broker-dealer structure, and dual growth strategy combining advisor recruiting and acquisitions.
The presentation highlights six years of assets under management growth to $31.6 billion as of June 30, 2026 and a network of over 1,600 financial advisors. For the quarter ended June 30, 2026, total revenues were $46.5 million, up 12.09% year over year, with first-half 2026 revenues of $95.2 million, up 5.29%. Net income for the first half of 2026 increased to $2.24 million from $0.38 million a year earlier, and Q2 2026 net income was $0.34 million versus a $0.65 million loss in Q2 2025.
EBITDA, a non-GAAP metric, rose from $0.34 million in Q2 2025 to $1.07 million in Q2 2026, with first-half EBITDA increasing from $2.4 million to $4.3 million and margin widening to 4.5% from 2.7%. The presentation also details gross profit, payout ratios, and the use of non-GAAP measures such as EBITDA, Adjusted EBITDA, and gross profit, together with standard forward-looking and industry-data disclaimers.
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.
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.
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.
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.
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.
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.
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.
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.