Welcome to our dedicated page for Binah Capital SEC filings (Ticker: BCGWW), 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.
Binah Capital Group, Inc. (NASDAQ: BCG; BCGWW) files a range of documents with the U.S. Securities and Exchange Commission that provide detailed insight into its operations as a financial services enterprise and broker-dealer aggregator. The SEC filings page on Stock Titan centralizes access to these regulatory reports and pairs them with AI-powered summaries to help readers interpret complex disclosures.
As a public company and emerging growth company, Binah Capital Group submits annual reports on Form 10-K and quarterly reports on Form 10-Q, which include financial statements, management’s discussion and analysis, and information on its network of firms supporting independent financial advisors and RIAs. These filings describe revenue from commissions and advisory fees, expense categories, balance sheet items such as goodwill and notes payable, and non-GAAP measures like EBITDA, along with reconciliations to GAAP metrics.
The company also files current reports on Form 8-K to disclose material events. Recent examples include information about equity incentive grants to senior executives under the company’s 2024 Equity Incentive Plan and the results of stockholder votes at its annual meeting, covering director elections and the ratification of its independent registered public accounting firm. Such filings provide transparency into corporate governance, executive compensation structures, and capital markets activity related to its common stock and warrants.
On Stock Titan, users can review these filings as they are updated from the SEC’s EDGAR system and use AI-generated explanations to understand key points in lengthy documents. The page also offers convenient access to ownership and insider-related disclosures filed on forms such as Form 4, where applicable, enabling investors and observers to track transactions and governance developments connected to Binah Capital Group’s role in the wealth management and asset management sector.
Binah Capital Group (BCG/BCGWW) reported consolidated assets of $67.8 million and ended June 30, 2025 with $8.17 million in cash and restricted cash. For the three months ended June 30, 2025, total revenues were $41.497 million driven by commissions of $33.998 million and advisory fees of $6.627 million, while total expenses were $42.058 million producing a quarterly net loss of $0.654 million.
The six-month results show improvement with consolidated total revenues of $90.431 million and net income of $0.378 million through June 30, 2025, compared with a six-month net loss of $2.319 million in 2024. Balance sheet highlights include $18.62 million net term loan outstanding, $5.31 million promissory notes to affiliates, $15.3 million mezzanine redeemable Series A preferred stock from a $14.4 million PIPE, and stock-based awards including 872,500 options and 500,000 RSUs outstanding. The company recorded a $0.15 million fair value liability for an interest rate swap and recognized $0.152 million other comprehensive loss related to that swap.
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