Dominari Holdings Inc. is classed by the SEC under Security Brokers, Dealers & Flotation Companies (industry code 6211), based in New York, NY. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $123 million and a loss of $22 million (its filed statements).
Brokerage businessSecurity Brokers, Dealers & Flotation CompaniesNew York, NYfilings since 19958 of 9 filed, 1 estimated
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a brokerage business: prior from its industry code (SEC 6211, Security Brokers, Dealers & Flotation Companies); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 4.2 out of ten, 8 of 9 metrics filed and 1 estimated: past 1.9 out of ten, present 3.7 out of ten, future 6.8 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
Surviving crises (past): 1.0 out of ten. 12 warning events since 2017; the latest 2026-06-26. 10th percentile among 30 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Track record (past): 3.3 out of ten. +101.8% a year over 10 filed years; profitable in 1 of 10. 33rd percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Shareholder treatment (past): 1.6 out of ten. CrossAssetData estimate 1.6/10, confidence 35 of 100 (one part). 16th percentile among 28 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
Financial health (present): 3.4 out of ten. ROE -32%: lost 32¢ per shareholder dollar. Leverage 39%: owes 39¢ per asset dollar. 34th percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Industry position (present): 4.0 out of ten. bottom 40% of 29 in its family; net margin -18.2%. 40th percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Leadership (present): 3.4 out of ten. bottom 34% of 18 in its family for leadership; chief executive since 2017. 34th percentile among 18 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
Room to expand (future): 6.9 out of ten. top 31% of 29 in its family for room to expand. 69th percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Growth drivers (future): 7.5 out of ten. top 25% of 29 in its family for growth drivers. 75th percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Expectations vs reality (future): 6.2 out of ten. top 38% of 25 in its family for expectations against reality. 62nd percentile among 25 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-03-31 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-11 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-03-31 (on EDGAR). Newest filing: Form SCHEDULE 13G/A, 2026-10-02. Filings on record since 1995. Read from EDGAR 2026-10-12.
Who runs it
Hayes, Anthony (CEO); Wool, Kyle Michael (President); Ledwick, Tim S (Chief Financial Officer); Devall, Christopher Franklin (COO); Blattner, Gregory James (director); Haug, Kyle (director); Parsley, Brian Keith (director); Lieberman, Ronald Craig (director). 8 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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