BCG
Binah Capital Group
About: Binah Capital Group Inc formerly Wentworth Management Services LLC is a holding company that acquires and manages businesses in the wealth management industry. The company specializes in consolidating independent broker-dealers to capture economies of scale needed to service financial advisors in today's technology-enabled regulatory environment. Wentworth's core philosophy focuses on building long-term, productive relationships with its advisor base.
Employees: 150
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
9% more funds holding
Funds holding: 11 [Q4 2024] → 12 (+1) [Q1 2025]
4% more capital invested
Capital invested by funds: $566K [Q4 2024] → $586K (+$20.1K) [Q1 2025]
0.67% more ownership
Funds ownership: 1.16% [Q4 2024] → 1.83% (+0.67%) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for BCG.
Financial journalist opinion
Neutral
GlobeNewsWire
1 week ago
CORRECTION - Binah Capital Group Announces PKS Investments as Finalist in Two Categories for the 2025 Wealth Management Industry Awards
- Dual Recognition Underscores Binah's Unmatched Commitment to Leadership and Operational Excellence - - Dual Recognition Underscores Binah's Unmatched Commitment to Leadership and Operational Excellence -
Neutral
GlobeNewsWire
1 week ago
Binah Capital Group Announces PKS Investments as Finalist in Two Categories for the 2025 Wealth Management Industry Awards
- Dual Recognition Underscores Binah's Unmatched Commitment to Leadership and Operational Excellence - - Dual Recognition Underscores Binah's Unmatched Commitment to Leadership and Operational Excellence -
Neutral
GlobeNewsWire
1 month ago
Binah Capital Group Reports First Quarter 2025 Results
- Grew Total Revenue 18% Year-over-Year to $49 Million - - Assets Under Management (“AuM”) Increased 3% Year-over-Year to $26 Billion - - Net Income of $1 Million - - Increased EBITDA 1 to $2.2 Million from $(0.0) Million in the Prior Year - NEW YORK, May 15, 2025 (GLOBE NEWSWIRE) -- Binah Capital Group, Inc. (“Binah”, “Binah Capital” or the “Company”) (NASDAQ: BCG; BCGWW), a leading financial services enterprise that owns and operates a network of industry-leading firms empowering independent financial advisors, today announced results for the quarter ended March 31, 2025. "We once again delivered strong results, which is a continued testament to our differentiated RIA platform,” stated Craig Gould, Chief Executive Officer of Binah Capital Group.
Neutral
GlobeNewsWire
1 month ago
Binah Capital Group Expands Executive Team with Appointment of Industry Veteran Ryan Marcus as Chief Business Development and Engagement Officer
- Will Contribute to Development and Implementation of Long-Term Business Strategy - - Will Contribute to Development and Implementation of Long-Term Business Strategy -
Neutral
GlobeNewsWire
2 months ago
Binah Capital Group's David Shane Recognized Among Top 5 Wealth Management CFOs by Wealth Solutions Report
NEW YORK, April 09, 2025 (GLOBE NEWSWIRE) -- Binah Capital Group, Inc. ("Binah" or “the Company”) (NASDAQ: BCG; BCGWW), a leading financial services enterprise that owns and operates a network of industry-leading firms empowering independent financial advisors, proudly announces that its Chief Financial Officer (“CFO”), David Shane, has been named one of the Top 5 Wealth Management CFOs by Wealth Solutions Report in their annual "CFO 5" list. This prestigious recognition highlights CFOs who have demonstrated exceptional leadership and strategic vision in the financial services industry.
Neutral
GlobeNewsWire
2 months ago
Binah Capital Group Reports Fourth Quarter and Full Year 2024 Results
- Grew Total Revenue 8% Year-over-Year to $45 Million in the Fourth Quarter 2024 - - Assets Under Management (“AuM”) Increased 13% Year-over-Year to $27 Billion - - GAAP Net Loss of $1.1 Million in the Fourth Quarter - - Grew Adjusted EBITDA * 43% Year-Over-Year to $2.0 Million in the Fourth Quarter - NEW YORK, March 31, 2025 (GLOBE NEWSWIRE) -- Binah Capital Group, Inc. (“Binah”, “Binah Capital” or the “Company”) (NASDAQ: BCG; BCGWW), a leading financial services enterprise that owns and operates a network of industry-leading firms empowering independent financial advisors, today announced results for the quarter and year ended December 31, 2024. "As we celebrate the one-year anniversary of our successful public listing, we're pleased to deliver our 2024 fourth quarter results,” stated Craig Gould, Chief Executive Officer of Binah Capital Group.
Neutral
GlobeNewsWire
5 months ago
Binah Capital Recognized Among Industry Leaders in the Financial Planning's Top Deal Makers List “Top IBD Moves and M&A Deals of 2024”
Recognition Underscores Binah's Transformative Impact on the Financial Services Industry Recognition Underscores Binah's Transformative Impact on the Financial Services Industry
Neutral
GlobeNewsWire
5 months ago
Binah Capital Group Chief Executive Officer Recognized by the Prestigious InvestmentNews Hot List
Craig Gould, CEO of Binah Capital Group (NASDAQ: BCG), has been named to the InvestmentNews Hot List, recognizing his leadership and contributions to the f
Neutral
GlobeNewsWire
7 months ago
PKS Investments, a Subsidiary of Binah Capital Group, Recognized as One of Albany's Best Places to Work
ALBANY, N.Y., Oct. 16, 2024 (GLOBE NEWSWIRE) -- Binah Capital Group (NASDAQ: BCG) (“Binah” or the “Company”) is proud to announce that its subsidiary, PKS Investments (“PKS”), has been recognized as one of Albany's Best Places to Work for by the Albany Business Review. This prestigious award places PKS Investments among the top large companies (100+ employees) in the Albany area for employee satisfaction and workplace culture.
Neutral
PRNewsWire
1 year ago
Binah Capital Group, Inc. Announces Receipt of Nasdaq Non-Compliance Notice
NEW YORK , May 24, 2024 /PRNewswire/ -- Binah Capital Group, Inc. (the "Company") today announced that it received a notice (the "Notice") from the Listing Qualifications Department of The Nasdaq Stock Market LLC ("Nasdaq") notifying the Company that due to the Company's failure to timely file its Quarterly Report on Form 10-Q for the fiscal quarter ended March 31, 2024 (the "Form 10-Q"), with the Securities and Exchange Commission (the "SEC"), the Company is not in compliance with Nasdaq's continued listing requirements under Nasdaq Listing Rule 5250(c)(1) (the "Rule"), which requires the timely filing of all required periodic reports with the SEC. The Notice states that the Company has until July 21, 2024, to submit to Nasdaq a plan to regain compliance with the Nasdaq Listing Rules.
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