Reliance Global Group, Inc. is classed by the SEC under Insurance Agents, Brokers & Service (industry code 6411), based in Lakewood, NJ. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $12 million and a loss of $7 million (its filed statements).
Brokerage businessInsurance Agents, Brokers & ServiceLakewood, NJfilings since 20207 of 9 filed, 2 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 6411, Insurance Agents, Brokers & Service); 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 1.6 out of ten, 7 of 9 metrics filed and 2 estimated: past 1.4 out of ten, present 2.0 out of ten, future 1.1 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): 0.2 out of ten. 11 warning events since 2020; the latest 2025-12-18. 2nd 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): 3.6 out of ten. +18.7% a year over 7 filed years; profitable in 1 of 7. 36th 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): 0.7 out of ten. CrossAssetData estimate 0.7/10, confidence 35 of 100 (one part). 7th percentile among 29 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): 3.3 out of ten. ROE -109%: lost 109¢ per shareholder dollar. Leverage 53%: owes 53¢ per asset dollar. 33rd percentile among 30 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Industry position (present): 0.8 out of ten. bottom 8% of 30 in its family; net margin -56.2%. 8th percentile among 30 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Leadership (present): 2.7 out of ten. bottom 27% of 21 in its family for leadership; chief executive since 2021. 27th percentile among 21 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
Room to expand (future): 0.5 out of ten. CrossAssetData estimate 0.5/10, confidence 35 of 100 (one part). 5th percentile among 30 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.
Growth drivers (future): 1.1 out of ten. bottom 11% of 29 in its family for growth drivers. 11th 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): 1.7 out of ten. bottom 17% of 25 in its family for expectations against reality. 17th 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 2026-03-10 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-07-30 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-04 for the period ended 2026-07-30 (on EDGAR). Newest filing: Form 8-K, 2026-10-05. Filings on record since 2020. Read from EDGAR 2026-10-12.
Who runs it
Beyman, Ezra (Chairman and CEO); Beyman, Mordechai Menachem (Vice President); Blumenfrucht, Alex (CFO); Markovits, Joel (Chief Financial Officer); Korman, Judah (Chief Operating Officer); Wilder, Zackary Andrew (Chief Technology Officer); Beyman, Yaakov (Exec VP, Insurance Division); Brickman, Sheldon (director); Fruchtzweig, Ben (director); Korman, Scott (director). 10 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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