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Binah Capital Group Inc
17 Battery Place, Room 625
Phone: (212) 404-7002p:212 404-7002 NEW YORK, NY  10004  United States Ticker: BCGBCG
Business Summary
Binah Capital Group, Inc. is a financial services enterprise. The Company operates through its subsidiary, Wentworth Management Services LLC. The Company is a consolidator of retail wealth management businesses that owns and operates 10 entities, four of which are broker-dealers, three of which are registered investment advisors, and three of which are insurance entities. Its portfolio companies help advisors run, manage, and execute commission-based business while providing resources to support their advisory practice. The Company, through four wholly owned broker-dealer subsidiaries and their affiliated entities, provides investment management services to clients via three advisor business models. The Company focuses on three critical areas, comprising the hybrid, independent and W2 business models. Through Wentworth Management Services LLC, it operates multiple businesses, including PKS Holdings, LLC, Cabot Lodge Securities LLC, Michigan Securities, Inc., and others.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
Yes--Yes---

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
3/31/202512/31/2024YesYes---

Industries
SIC Code Description
6199 Finance services
6282 Investment advice
6770 Blank checks
6211 Security brokers, dealers, and flotation companies

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Executive Chairman, Director GaryWilder 61 7/1/2020 7/1/2020
Chief Executive Officer, Director MichaelNessim 56 7/1/2020 7/1/2020
Lead Independent Director R. LawrenceRoth 65 7/1/2020 7/1/2020
4 additional Officers and Directors records available in full report.

Business Names
Business Name
BCG
Binah Capital Group, Inc.
Kingswood Merger Sub, Inc.
Wentworth Merger Sub, LLC

General Information
Number of Employees: 150 (As of 12/31/2024)
Outstanding Shares: 16,602,460 (As of 5/15/2025)
Shareholders: 29
Stock Exchange: NASD
Federal Tax Id: 852432410
Fax Number: (302) 655-5049


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Monday, June 2, 2025