Chartmark Investments, Inc.
How we got $2.0M
Based on its 4 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
Signs of a sale Some signs of a sale
- In business 25 years (since 2001)
From public records and the company's website, not a statement that it's for sale.
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
▲ 0% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | PPP loan | 4 | $1.3M |
| 2020 | Form 5500 | 3 | $1.0M |
| 2021 | Form 5500 | 4 | $1.3M |
| 2022 | Form 5500 | 4 | $1.3M |
| 2023 | Form 5500 | 4 | $1.3M |
| 2024 | 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 |
|---|---|---|
| CHARTMARK INVESTMENTS, INC. this business | $2.0M | — |
| UNLIMITED PARTNERSHIP, INC Tulsa · 1 employees | $524K | 0.3 mi |
| THE LEGACY FINANCIAL GROUP INC. Tulsa · 6 employees | $3.4M | 0.6 mi |
| BEASLEY & COMPANY Tulsa · 13 employees | $7.0M | 0.7 mi |
| BUTTERWORTH FINANCIAL GROUP LLC Tulsa · 2 employees | $872K | 0.8 mi |
| MILDREN ADVISORY, LLC Tulsa · 1 employees | $612K | 0.8 mi |
| PHI PHI LAND LLC Tulsa · 1 employees | $544K | 1.0 mi |
The full calculation
| Employees reported to the SBA | 4 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $1.6M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $1.8M |
| Estimate: the two combined (geometric mean) | $2.0M |
| EBITDA margin (industry, adjusted for size) | 35% |
| EBITDA = revenue × margin | $699K |
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 | $2.0M |
| Multiple for this size and industry | 2.8× |
| Value range | $1.0M – $2.7M |
| Revenue range | $1.3M – $2.2M |
| EBITDA range | $460K – $797K |
| 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
- BankingBlue Sky BankPPP / 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
| Blue Sky Bank PPP 2020 | All 430 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/4/2020 | first | $55K | 4 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Chartmark Investments, Inc.
Chartmark Investments, Inc. is a financial advisors company in Tulsa, Oklahoma, in business since 2001. Its estimated annual revenue is about $2.0M, with roughly $699K of EBITDA. It has about 4 employees. Its estimated business value is $2.0M (likely range $1.0M–$2.7M).
Common questions
- Who owns Chartmark Investments, Inc.?
- The owner of Chartmark Investments, 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 Chartmark Investments, Inc. make?
- SeeBITDA estimates Chartmark Investments, Inc.'s annual revenue at about $2.0M (likely between $1.3M and $2.2M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Chartmark Investments, Inc. worth?
- About $2.0M, roughly 2.8× its estimated EBITDA of $699K, typical for a financial advisors company its size. Likely range: $1.0M–$2.7M.
- How many employees does Chartmark Investments, Inc. have?
- About 4, from its 2024 retirement-plan filing.
- When was Chartmark Investments, Inc. founded?
- Chartmark Investments, Inc. has been in business since 2001.