Capstone Financial Group Inc
How we got $1.8M
Based on its 5 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
Estimated value over time
▲ 4% since 2020Today's estimate scaled by the headcount reported each year and that year's prices. A trend, not a record of past sale values.
Employees over time
▼ 20% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | PPP loan | 5 | $1.7M |
| 2020 | Form 5500 | 4 | $1.3M |
| 2021 | Form 5500 | 4 | $1.3M |
Participants are employees in the company's retirement plan at year end, from its Form 5500 filing with the Department of Labor. They usually run a little under total headcount (part-timers and new hires may not be eligible). Revenue and EBITDA apply this industry's revenue per employee and margin to each year's count.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| CAPSTONE FINANCIAL GROUP INC this business | $1.6M | — |
| CROWN CAPITAL PARTNERS Oklahoma City · 32 employees | $38.3M | 0.1 mi |
| CAPSTONE RETIREMENT SERVICES LLC Oklahoma City · 1 employees | $516K | 0.1 mi |
| ALIGN WEALTH MANAGEMENT, LLC Oklahoma City · 5 employees | $3.2M | 0.3 mi |
| ATLAS PEAK INVESTMENTS, LLC Oklahoma City · 2 employees | $994K | 0.3 mi |
| HOLDEN HOLDINGS, INC. Oklahoma City · 2 employees | $871K | 0.3 mi |
| CAPSTONE TRITON FINANCIAL GROUP LLC Oklahoma City | $2.4M | 0.5 mi |
The full calculation
| Employees reported to the SBA | 5 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $1.9M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $1.1M |
| Estimate: the two combined (geometric mean) | $1.6M |
| EBITDA margin (industry, adjusted for size) | 39% |
| EBITDA = revenue × margin | $639K |
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $1.8M |
| Multiple for this size and industry | 2.8× |
| Value range | $941K – $2.4M |
| Revenue range | $1.1M – $1.9M |
| EBITDA range | $420K – $728K |
| Industry (NAICS) | Other financial investment activities (523930) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. PPP loans were sized on 2019–2020 payroll, so figures reflect that period. These are statistical estimates, not reported financials. Full methodology
People & advisors
Advisors
- BankingFirst-Citizens Bank & Trust CompanyPPP / SBA lender
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
Banking relationships
| First-Citizens Bank & Trust Company PPP 2020 | All 78 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/30/2020 | first | $45K | 5 |
About Capstone Financial Group Inc
Capstone Financial Group Inc is a financial advisors company in Oklahoma City, Oklahoma. Its estimated annual revenue is about $1.6M, with roughly $639K of EBITDA. It has about 4 employees. Its estimated business value is $1.8M (likely range $941K–$2.4M).
Common questions
- Who owns Capstone Financial Group Inc?
- The owner of Capstone Financial Group Inc isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
- How much revenue does Capstone Financial Group Inc make?
- SeeBITDA estimates Capstone Financial Group Inc's annual revenue at about $1.6M (likely between $1.1M and $1.9M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Capstone Financial Group Inc worth?
- About $1.8M, roughly 2.8× its estimated EBITDA of $639K, typical for a financial advisors company its size. Likely range: $941K–$2.4M.
- How many employees does Capstone Financial Group Inc have?
- About 4, from its 2021 retirement-plan filing.