Binah Capital Group, Inc. (BCG)

In Q1 2025, BCG reported an 18% year-over-year revenue growth and a net income recovery, contributing to an upward movement in the stock. PKS Investments received awards recognition in June 2025, highlighting the company's strategic positioning. Q3 2025 earnings were strong, with a 10% year-over-year revenue increase for the first nine months and an 11% increase in assets under management, leading to a significant stock surge. In November 2025, the CEO purchased 5,000 shares, signaling confidence. The company participated in the NobleCon21 conference in December 2025 to increase investor visibility. Over the last 12 months, the stock's price has increased by 8.69%, with a year-to-date return of 1.67%, and in the past month, the stock has increased by 67.92%.

Specific demand seasonality for Binah Capital Group, Inc.'s products and services was not found. The wealth management industry is influenced by broader economic cycles and market performance, but no specific seasonal patterns for Binah Capital Group's offerings were identified.

Binah Capital Group, Inc. (BCG) operates in the wealth management industry within the Financials sector, focusing on Asset Management, Investment Banking & Investment Services, and Finance: Consumer Services. Founded in 2016 and headquartered in Albany, New York, it is a subsidiary of MHC Securities, LLC. BCG specializes in consolidating independent broker-dealers, emphasizing long-term relationships with its advisor base. Its services include access to stock, bond, ETF, and options execution, along with research, compliance, and accounting services. The company also provides mutual funds, insurance products, and alternative investments through its subsidiary, Wentworth Management Services LLC.

Binah Capital Group, Inc. is headquartered in Albany, New York, and has a national footprint across the United States, with over 1900 registered individuals and more than 500 offices in all 50 states.

PKS Investments was recognized as a finalist in two categories for the 2025 Wealth Management Industry Awards, highlighting leadership and operational excellence. David Shane, the CFO, was recognized among the Top 5 Wealth Management CFOs by Wealth Solutions Report. Binah Capital Group was recognized in Financial Planning's 'Top IBD Moves and M&A Deals of 2024' for its involvement in major financial transactions. PKS Investments was also recognized as one of Albany's Best Places to Work for the second year in a row. No negative events affecting the company's reputation were found.

Binah Capital Group, Inc. is owned by a mix of institutional shareholders (1.84%), insiders (59.83%), and retail investors (38.33%). Major institutional owners include Vanguard Group Inc, UBS Group AG, Grimes & Company, Inc., Geode Capital Management, Llc, State Street Corp, Beacon Pointe Advisors, LLC, Keystone Wealth Services, LLC and Blackrock, Inc. The largest individual shareholder is MHC Securities LLC, owning 54.28% of the company, while CEO Craig Gould directly owns 922,078 shares.