Eagleton Brown Investment Group, LLC
How we got $5.8M
Based on its 7 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
Signs of a sale Unlikely to sell soon
- In business 15 years (since 2011)
From public records and the company's website, not a statement that it's for sale.
What they do
Eagleton Brown Investment Group is a Tulsa, OK firm that offers goals-based investment planning and customizes its services for each client. It is a Wells Fargo Advisors affiliated practice, per the disclosures on its pages.
From the company's website. Industry: Financial advisors.
Customers & suppliers
Suppliers & brands
- Wells Fargo Advisors · brand it sells or installs
Estimated value over time
▲ 0% 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
▲ 29% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | PPP loan | 7 | $3.0M |
| 2020 | Form 5500 | 7 | $3.0M |
| 2021 | Form 5500 | 7 | $3.0M |
| 2022 | Form 5500 | 7 | $3.0M |
| 2023 | Form 5500 | 7 | $3.0M |
| 2024 | Form 5500 | 8 | $3.4M |
| 2025 | Form 5500 | 9 | $3.8M |
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 |
|---|---|---|
| EAGLETON BROWN INVESTMENT GROUP, LLC this business | $5.2M | — |
| INVESTMENT DESIGNERS OF TULSA, INC Tulsa · 4 employees | $1.7M | 0.5 mi |
| INSURANCE SOLUTIONS, INC. Tulsa · 1 employees | $331K | 3.2 mi |
| UTICA BENEFITS RESOURCE GROUP LLC Tulsa · 8 employees | $3.3M | 3.6 mi |
| BROADMOOR HEALTH CARE, LLC Tulsa · 14 employees | $17.3M | 3.9 mi |
| WARBURTON CAPITAL MANAGEMENT LLC Tulsa · 5 employees | $2.5M | 5.3 mi |
| JDR FINANCIAL SERVICES LLC Tulsa · 3 employees | $1.4M | 5.3 mi |
The full calculation
| Employees reported to the SBA | 7 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $7.3M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $2.9M |
| Estimate: the two combined (geometric mean) | $5.2M |
| EBITDA margin (industry, adjusted for size) | 32% |
| EBITDA = revenue × margin | $1.7M |
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 | $5.8M |
| Multiple for this size and industry | 3.4× |
| Value range | $3.0M – $7.9M |
| Revenue range | $3.4M – $6.0M |
| EBITDA range | $1.1M – $1.9M |
| Industry (NAICS) | Securities and commodity contracts intermediation and brokerage (523110) |
Low confidence: the employee-based and payroll-based estimates differ by more than 2×.
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
Leadership
- JEJim EagletonSenior Financial Advisor · Company website · source
- TPT. Paul EagletonSenior Financial Advisor · Company website · source
- KBKent BrownSenior Financial Advisor · Company website · source
- MBMindy BrownSenior Registered Associate · Company website · source
- MHMarti HarrisSenior Client Associate · Company website · source
- TETrey EagletonChartered Retirement Plans Specialist · Company website · source
- JHJennifer HallClient Associate · Company website · source
- EYElizabeth YarberClient Associate · Company website · source
- CZClare ZieglerClient Associate · Company website · source
Advisors
- BankingFirst Oklahoma 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
| First Oklahoma Bank PPP 2020 | All 695 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/16/2020 | first | $148K | 7 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Eagleton Brown Investment Group, LLC
Eagleton Brown Investment Group, LLC is a financial advisors company in Tulsa, Oklahoma, in business since 2011. Its estimated annual revenue is about $5.2M, with roughly $1.7M of EBITDA. It has about 9 employees. Its estimated business value is $5.8M (likely range $3.0M–$7.9M).
Common questions
- Who owns Eagleton Brown Investment Group, LLC?
- The owner of Eagleton Brown Investment Group, 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 Eagleton Brown Investment Group, LLC make?
- SeeBITDA estimates Eagleton Brown Investment Group, LLC's annual revenue at about $5.2M (likely between $3.4M and $6.0M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Eagleton Brown Investment Group, LLC worth?
- About $5.8M, roughly 3.4× its estimated EBITDA of $1.7M, typical for a financial advisors company its size. Likely range: $3.0M–$7.9M.
- How many employees does Eagleton Brown Investment Group, LLC have?
- About 9, from its 2025 retirement-plan filing.
- When was Eagleton Brown Investment Group, LLC founded?
- Eagleton Brown Investment Group, LLC has been in business since 2011.