Exchange Traded Concepts LLC
How we got $10.3M
Based on its 15 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.
Estimated value over time
▲ 25% 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
▲ 47% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | PPP loan | 15 | $6.9M |
| 2020 | Form 5500 | 15 | $6.9M |
| 2021 | Form 5500 | 18 | $8.3M |
| 2022 | Form 5500 | 23 | $10.6M |
| 2023 | Form 5500 | 22 | $10.2M |
| 2024 | Form 5500 | 23 | $10.6M |
| 2025 | Form 5500 | 22 | $10.2M |
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 |
|---|---|---|
| EXCHANGE TRADED CONCEPTS LLC this business | $8.9M | — |
| DAKOTAH INVESTMENTS LLC Oklahoma City · 1 employees | $531K | 0.7 mi |
| BPK ENTERPRISES, LLC Oklahoma City · 1 employees | $387K | 0.9 mi |
| TRAILHEAD FINANCIAL ADVISORS Oklahoma City · 3 employees | $1.2M | 0.9 mi |
| LEGACY FINANCIAL ADVISORS LLC Oklahoma City · 1 employees | $610K | 1.0 mi |
| INOVEST INC Oklahoma City · 3 employees | $2.1M | 1.3 mi |
| HUGHES WARREN INC Oklahoma City · 4 employees | $2.1M | 1.5 mi |
The full calculation
| Employees reported to the SBA | 15 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $6.9M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $8.7M |
| Estimate: the two combined (geometric mean) | $8.9M |
| EBITDA margin (industry, adjusted for size) | 28% |
| EBITDA = revenue × margin | $2.5M |
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 | $10.3M |
| Multiple for this size and industry | 4.1× |
| Value range | $5.4M – $14.2M |
| Revenue range | $5.8M – $10.1M |
| EBITDA range | $1.7M – $2.9M |
| Industry (NAICS) | Trust, Fiduciary, and Custody Activities (523991) |
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. 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
- BankingJPMorgan Chase Bank, National AssociationPPP / 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
| JPMorgan Chase Bank, National Association PPP 2020 | All 993 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 5/1/2020 | first | $300K | 15 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Exchange Traded Concepts LLC
Exchange Traded Concepts LLC is a financial advisors company in Oklahoma City, Oklahoma, in business since 2011. Its estimated annual revenue is about $8.9M, with roughly $2.5M of EBITDA. It has about 22 employees. Its estimated business value is $10.3M (likely range $5.4M–$14.2M).
Common questions
- Who owns Exchange Traded Concepts LLC?
- The owner of Exchange Traded Concepts 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 Exchange Traded Concepts LLC make?
- SeeBITDA estimates Exchange Traded Concepts LLC's annual revenue at about $8.9M (likely between $5.8M and $10.1M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Exchange Traded Concepts LLC worth?
- About $10.3M, roughly 4.1× its estimated EBITDA of $2.5M, typical for a financial advisors company its size. Likely range: $5.4M–$14.2M.
- How many employees does Exchange Traded Concepts LLC have?
- About 22, from its 2025 retirement-plan filing.
- When was Exchange Traded Concepts LLC founded?
- Exchange Traded Concepts LLC has been in business since 2011.