BRC Group Holdings, Inc.
BRC Group Holdings, Inc. is classed by the SEC under Investment Advice (industry code 6282), based in Los Angeles, CA. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $789 million and a profit of $299 million (its filed statements).
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a asset management business: prior from its industry code (SEC 6282, Investment Advice); 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 5.0 out of ten, 9 of 9 metrics filed: past 4.2 out of ten, present 4.9 out of ten, future 6.1 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): 0.3 out of ten. 25 warning events since 2017; the latest 2026-03-17. 3rd percentile among 48 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 4.8 out of ten. +24% a year over 10 filed years; profitable in 7 of 10. 48th percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 5.8 out of ten. Share count grew 2.7% a year. 100% of cash flow returned. Insiders: 3 sales, 0 purchases. 58th percentile among 36 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Financial health (present): 5.0 out of ten. Leverage 110%: owes 110¢ per asset dollar. 50th percentile among 44 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 5.0 out of ten. top 50% of 42 in its family; net margin 31.8%. 50th percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 4.6 out of ten. bottom 46% of 34 in its family for leadership; chief executive since 2019. 46th percentile among 34 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
- Room to expand (future): 2.7 out of ten. bottom 27% of 41 in its family for room to expand. 27th percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Growth drivers (future): 6.3 out of ten. top 38% of 41 in its family for growth drivers. 62nd percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 9.5 out of ten. top 5% of 40 in its family for expectations against reality. 95th percentile among 40 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 2026-08-06 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-06 (on EDGAR). Newest filing: Form 8-K, 2026-10-01. Filings on record since 2009. Read from EDGAR 2026-10-12.
Where the revenue comes from
Product and service lines in fiscal 2025: Service and Fee Revenues 66%, Sale of Goods 20%, Trading Gains Losses On Investments 13%, Interest Income Loans 1%, Interest Income Securities Lending 1%. By geography: North America 91%, Europe, Middle East, and Africa 5%, Asia 2%, Australia 1%, Latin America 1%. As tagged in its annual report (Form 10-K/A, filed 2026-04-01).
Who runs it
Kelleher, Thomas J /adv (Co-CEO); Riley, Bryant R (Chairman and Co-CEO); Weitzman, Howard (SVP, Chief Accounting Officer); Forman, Alan N (EVP, General Counsel, Sec); Knopf, Fred Nachum (EVP, General Counsel, Sec); Antin, Robert L (director); Brandt, Tamara Sue (director); D, Agostino Robert P (director); Labran, Renee E (director); Paulson, Randall E (director); and 1 more. 11 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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