Binah Capital Group, Inc. (BCG)
Albany, NY, US
Binah Capital Group, Inc. (BCG), along with its associated companies, is active in the wealth management sector. The firm furnishes financial advisors with comprehensive execution capabilities for a broad spectrum of investments, including equities, fixed-income securities, exchange-traded funds (ETFs), and options. Furthermore, it supplies essential support services to these advisors, encompassing research, regulatory compliance, supervisory guidance, and accounting. BCG's product portfolio also features mutual funds and various insurance solutions, in addition to specialized alternative investments like non-traded real estate investment trusts (REITs), unit trusts, and both fixed and variable annuities. Established in 2016, Binah Capital Group maintains its corporate headquarters in Albany, New York, and operates as a subsidiary of MHC Securities, LLC.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -4.66% | -15.60% | -6.12% | -11.96% | +25.17% | -36.11% | -26.10% | -80.63% | -80.63% | -80.63% | -80.63% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
-
Revenue growth Asset Management: +17.4%+10.7% Q1'26: +1.3% (vs Q1'25)
-
EPS growth Asset Management: +22.7%+112.5% ★ Q1'26: +44.7% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%+2.5% Q1'26: +1.1% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%+2.6% Q1'26: +0.0% (vs Q1'25)
-
ROIC Asset Management: +6.5%+21.9% ★ Q1'26: +0.0% (vs Q1'25)
-
Share dilution Asset Management: +0.0%+2.3% Q1'26: +2.0% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×4.83× Q1'26: 0.00× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-14 | B | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-13 | B | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-12 | B | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-11 | B | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | B | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-07 | B | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | B | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | B | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | B | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-17 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-16 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
Owner Earnings
Ownership Overview
Ownership breakdown not available.
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Wentworth Funding LLC | 1.59M | 9.40% | 1.59M | — | 1.59M | — | OO | Delaware | 2024-06-18 | ↗ |
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Dimensional - International Small Cap Value ETF DISV | 0.05% | 2.38M | 0.42% |
| 2 | Dimensional - International Small Cap ETF DFIS | 0.02% | 1.02M | 0.39% |
| 3 | Dimensional International Sustainability Core 1 ETF DFSI | 0.01% | 89.1K | 0.24% |
| 4 | State Street SPDR Portfolio Europe ETF SPEU | 0.01% | 52.2K | 0.07% |
| 5 | Dimensional - International Vector Equity ETF DXIV | 0.01% | 10.9K | 0.53% |
| 6 | Dimensional - International Core Equity 2 ETF DFIC | 0.01% | 729.8K | 0.22% |
| 7 | Dimensional World ex U.S. Core Equity 2 ETF DFAX | 0.00% | 529.2K | 0.28% |
| 8 | iShares Micro-Cap ETF IWC | 0.00% | 18.9K | 0.60% |
| 9 | Vanguard Extended Market ETF VXF | 0.00% | 44.7K | 0.05% |
| 10 | Vanguard U.S. Total Market Shares Index ETF VTS.AX | 0.00% | 320.67 | 0.03% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-25 | Gould Craig | Director / Officer | A-Award | A | Common Stock | 94,828 | 0.00 | — | 1,016,906 | D | ↗ |
| 2025-11-17 | Gould Craig | Director / Officer | P-Purchase | A | Common Stock | 5,000 | 1.55 | 7.7K | 922,078 | D | ↗ |
| 2025-06-30 | Shane David M. | Director / Officer | A-Award | D | Stock Option (Right to Buy) | 250,000 | 2.04 | 510.0K | 250,000 | D | ↗ |
| 2025-06-30 | MARKS JOEL E | Director | A-Award | D | Stock Option (Right to Buy) | 7,500 | 2.04 | 15.3K | 7,500 | D | ↗ |
| 2025-06-30 | Hynes Daniel | Director | A-Award | D | Stock Option (Right to Buy) | 7,500 | 2.04 | 15.3K | 7,500 | D | ↗ |
| 2025-06-30 | Gould Craig | Director / Officer | A-Award | A | Common Stock | 107,843 | 2.04 | 220.0K | 917,078 | D | ↗ |
| 2025-06-30 | Crane David F. II | Director | A-Award | D | Stock Option (Right to Buy) | 7,500 | 2.04 | 15.3K | 7,500 | D | ↗ |
| 2024-03-15 | Crane David F. II | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2014-05-05 | KENNY GREGORY B | Director / Officer | I-Discretionary | A | Common Stock | 10,944 | 23.76 | 260.0K | 543,935 | — | ↗ |
| 2014-02-13 | KENNY GREGORY B | Director / Officer | A-Award | A | Common Stock | 64,310 | 0.00 | — | 209,316 | — | ↗ |
| 2014-02-11 | KENNY GREGORY B | Director / Officer | F-InKind | D | Common Stock | 10,154 | 27.40 | 278.2K | 145,006 | — | ↗ |
| 2014-01-07 | KENNY GREGORY B | Director / Officer | P-Purchase | A | Common Stock | 342 | 28.58 | 9.8K | 420,525 | — | ↗ |
| 2013-11-29 | KENNY GREGORY B | Director / Officer | P-Purchase | A | Common Stock | 331 | 29.35 | 9.7K | 420,622 | — | ↗ |
| 2013-09-06 | KENNY GREGORY B | Director / Officer | P-Purchase | A | Common Stock | 315 | 30.67 | 9.7K | 420,146 | — | ↗ |
| 2013-06-28 | KENNY GREGORY B | Director / Officer | P-Purchase | A | Common Stock | 313 | 30.70 | 9.6K | 155,473 | — | ↗ |
| 2010-02-12 | KENNY GREGORY B | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 108,000 | 24.44 | 2.64M | 108,000 | — | ↗ |
| 2010-02-07 | KENNY GREGORY B | Director / Officer | F-InKind | D | Common Stock | 3,077 | 28.03 | 86.2K | 73,107 | — | ↗ |
| 2009-06-02 | KENNY GREGORY B | Director / Officer | S-Sale | D | Common Stock | 7,101 | 40.32 | 286.3K | 76,184 | — | ↗ |
| 2009-06-01 | KENNY GREGORY B | Director / Officer | M-Exempt | A | Common Stock | 48,000 | 4.00 | 192.0K | 131,285 | — | ↗ |
| 2009-02-11 | KENNY GREGORY B | Director / Officer | A-Award | A | Common Stock | 33,000 | 0.00 | — | 83,285 | — | ↗ |
| 2008-11-25 | KENNY GREGORY B | Director / Officer | P-Purchase | A | Common Stock- Deferred | 8,967 | 0.00 | — | 402,321 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2024 | Craig Gould, Chief Executive Officer | 412.5K | 350.0K | — | — | — | 28.2K | 790.7K | 0.00% | ↗ |
| 2 | 2024 | David Shane, Chief Financial Officer | 77.1K | 350.0K | — | — | — | — | 427.1K | 0.00% | ↗ |
| 3 | 2024 | Katherine Flouton, President | 400.0K | — | — | — | — | 12.0K | 412.0K | 0.00% | ↗ |
| 4 | 2023 | Katherine Flouton, President | 400.0K | 50.0K | — | — | — | — | 450.0K | 0.00% | ↗ |
| 5 | 2023 | Craig Gould, Chief Executive Officer | 300.0K | — | — | — | — | 64.6K | 364.6K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Craig Michael Gould | Chief Executive Officer & Chairman of the Board | 1M | male |
| David Shane | Chief Financial Officer & Director | 764.5K | male |
| Kathrine Flouton | President & Chief Executive Officer of Purshe Kaplan Sterling Investments, Inc. | 461.7K | female |
| Roger Farrell Leibowitz | Chief Financial Officer of Cabot Lodge Securities, LLC | 259.0K | male |
| Ryan Marcus | Chief Business Development & Engagement Officer | — | male |
No Senate trading activity found for this company.
No House trading activity found for this company.
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for BCG
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
