Capstone Retirement Services LLC
How we got $441K
Based on its 1 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
▲ 100% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | PPP loan | 1 | $333K |
| 2024 | Form 5500 | 2 | $667K |
| 2025 | Form 5500 | 2 | $667K |
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 RETIREMENT SERVICES LLC this business | $516K | — |
| CAPSTONE FINANCIAL GROUP INC Oklahoma City · 5 employees | $1.6M | 0.1 mi |
| CROWN CAPITAL PARTNERS Oklahoma City · 32 employees | $38.3M | 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 |
| TRITON WEALTH ADVISORS LLC Oklahoma City · 3 employees | $1.2M | 0.5 mi |
The full calculation
| Employees reported to the SBA | 1 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $412K |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $496K |
| Estimate: the two combined (geometric mean) | $516K |
| EBITDA margin (industry, adjusted for size) | 45% |
| EBITDA = revenue × margin | $232K |
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 | $441K |
| Multiple for this size and industry | 1.9× |
| Value range | $232K – $603K |
| Revenue range | $339K – $588K |
| EBITDA range | $153K – $265K |
| 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 |
|---|---|---|---|
| 4/28/2020 | first | $15K | 1 |
About Capstone Retirement Services LLC
Capstone Retirement Services LLC is a financial advisors company in Oklahoma City, Oklahoma. Its estimated annual revenue is about $516K, with roughly $232K of EBITDA. It has about 2 employees. Its estimated business value is $441K (likely range $232K–$603K).
Common questions
- Who owns Capstone Retirement Services LLC?
- The owner of Capstone Retirement Services LLC 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 Retirement Services LLC make?
- SeeBITDA estimates Capstone Retirement Services LLC's annual revenue at about $516K (likely between $339K and $588K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Capstone Retirement Services LLC worth?
- About $441K, roughly 1.9× its estimated EBITDA of $232K, typical for a financial advisors company its size. Likely range: $232K–$603K.
- How many employees does Capstone Retirement Services LLC have?
- About 2, from its 2025 retirement-plan filing.