BCG

Binah Capital Group, Inc. Common Stock

BCG.US binahcap.com + Research + Basket
CIK 0001953984
Employees 150
Phone 212 404 7002
Fiscal year end September
IPO Mar 27, 2024
Address 80 State Street, Albany, NY, United States, 12207
1.16
+0.10 (+9.43%)
USD · NASDAQ
52-week range
0.95
3.44
Trading at 8% of the 52-week range
Market Cap
18.08M
P/E Ratio
7.57
Forward P/E
0.00
Book Value
0.19
Div. Yield
N/A
% Institutions
1.76%
% Insiders
80.03%

1 Year

-21.6%

3 Year

-87.8%

10 Year

-87.8%
Description

Binah Capital Group, Inc., together with its subsidiaries, operates in the wealth management industry. The company offers access to stocks, bonds, exchange-traded funds, and options execution services; and research, compliance, supervision, and accounting and related services for financial advisors. It also provides mutual funds and insurance products, as well as alternative investments, such as non-traded real estate investment trusts, unit trusts, and fixed and variable annuities. The company was founded in 2016 and is headquartered in Albany, New York. Binah Capital Group, Inc. operates as a subsidiary of MHC Securities, LLC.

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People

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Directors & Officers

Name Title Year Born
Mr. Craig Michael Gould CEO & Chairman of the Board 1970
Mr. David Michael Shane CFO & Director 1966
Ms. Kathrine Flouton President & CEO of Purshe Kaplan Sterling Investments, Inc. NA
Mr. Roger Farrell Leibowitz Chief Financial Officer of Cabot Lodge Securities, LLC 1959
Mr. Ryan Marcus Chief Business Development & Engagement Officer NA

Shareholders

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Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Capital Management, LLC 123.96K Jun 30, 2026 0.73% $0.00 0.00%
Geode Capital Management, LLC 39.43K Jun 30, 2026 0.23% $0.00 9.04%
Grimes & Company, Inc. 33.48K Jun 30, 2026 0.20% $0.00 0.00%
Citadel Advisors Llc 32.40K Jun 30, 2026 0.19% $0.00 0.00%
State Street Corp 25.10K Jun 30, 2026 0.15% $0.00 0.00%
Vanguard Fiduciary Trust Co 22.00K Jun 30, 2026 0.13% $0.00 0.00%
Keystone Wealth Services, LLC 21.20K Jun 30, 2026 0.12% $0.01 0.00%
BlackRock Inc 13.29K Jun 30, 2026 0.08% $0.00 11.83%
UBS Group AG 11.76K Jun 30, 2026 0.07% $0.00 -23.82%
Citigroup Inc 6.70K Jun 30, 2026 0.04% $0.00 0.00%
Tower Research Capital LLC 4.27K Jun 30, 2026 0.03% $0.00 229.30%
Caitong International Asset Management Co., Limited. 1.00 Jun 30, 2026 0.00% $0.00 0.00%
Two Sigma Investments LLC 0.00 Jun 30, 2026 0.00% $0.00 -100.00%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard MStar Total Stk Mkt Idx Invest 95.20K 0.56% ▲ 0.00% Sep 30, 2026
2 Fidelity Extended Market Index 17.82K 0.10% ▼ 0.54% Aug 31, 2026
3 iShares Micro-Cap ETF 11.42K 0.07% ▲ 0.00% Oct 29, 2026
4 Fidelity Nasdaq Composite Index 10.16K 0.06% ▲ 0.00% Aug 31, 2026
5 Fidelity Series Total Market Index 5.34K 0.03% ▲ 0.00% Aug 31, 2026
6 Fidelity Total Market Index 3.62K 0.02% ▲ 0.00% Aug 31, 2026
7 1290 VT Micro Cap K 717.00 0.00% ▲ 0.00% Aug 31, 2026

Financial Highlights

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Market Cap: $18.08M
P/E Ratio: $7.57
Book Value: $0.19
Earnings/Share: $0.14
Profit Margin: 2.19%
Operating Margin: 0.92%
ROA (TTM): 6.00%
ROE (TTM): 22.43%
Revenue (TTM): $189.88M
Revenue/Share (TTM): $11.34
Earnings Growth (YOY): 128.10%
Revenue Growth (YOY): 12.30%

Valuation Metrics

Enterprise Value: $35.16M
Trailing P/E: 7.57
Forward P/E: 0.00

Shares Statistics

Shares Outstanding: 17.06M
Shares Float: 3.18M
% Insiders: 80.03%
% Institutions: 1.76%
Shares Short: 5.61K
Shares Short (Prior Month): 2.41K
Short Ratio: 0.32
Short % Float: 0.08%

Stock Price History

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1 Year Price History

3 Years Price History

10 Years Price History

Max Price History

Financial Charts

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Open balance sheet Open capital intensity Download Financials (Excel)

Revenue, Net Income & Operating Cash Flow (Yearly)

Change % vs Prior Year

Revenue, Net Income & Operating Cash Flow (Quarterly)

Change % vs Prior Quarter

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

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Open full waterfall Open balance sheet
Line Item
Step Type
Value
Revenue
adjust
$182.04M
Cost of Goods Sold
adjust
$-168.16M
Gross Profit
subtotal
$13.88M
SG&A
adjust
$-3.41M
Other Operating Expense
adjust
$-3.66M
Operating Income
subtotal
$6.81M
Other / Non-Operating Items
adjust
$-4.51M
Net Income
subtotal
$2.31M

Earnings Per Share (EPS) History

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Financial Ratios

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📦 Raw API Data (JSON Explorer)

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