First Investment Corporation
How we got $3.6M
Based on its 6 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 28 years (since 1998)
- Family in the business (Cheryl Green, Senior Vice President, Wealth Advisor)
From public records and the company's website, not a statement that it's for sale.
What they do
First Investment Corp, based in Bartlesville, Oklahoma, advises clients across the country since 1985, working with retirees, business owners, and families. It is presented on the Farther platform.
From the company's website. Industry: Financial advisors.
Customers & suppliers
Suppliers & brands
- Farther · brand it sells or installs
- Fidelity · brand it sells or installs
- Schwab · brand it sells or installs
- Pershing · brand it sells or installs
Estimated value over time
▲ 36% 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
▼ 50% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | PPP loan | 6 | $2.0M |
| 2020 | Form 5500 | 6 | $2.0M |
| 2021 | Form 5500 | 5 | $1.7M |
| 2022 | Form 5500 | 5 | $1.7M |
| 2023 | Form 5500 | 5 | $1.7M |
| 2024 | Form 5500 | 3 | $1.0M |
| 2025 | Form 5500 | 3 | $1.0M |
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 |
|---|---|---|
| FIRST INVESTMENT CORPORATION this business | $3.0M | — |
| ARCHAMBO FINANCIAL ADVISORS, INC Bartlesville · 6 employees | $2.5M | 0.0 mi |
| SUTTERFIELD FINANCIAL GROUP INC Bartlesville · 16 employees | $6.8M | 0.2 mi |
| REVO FINANCIAL, LLC Bartlesville · 4 employees | $2.4M | 0.3 mi |
| PERSPECTIVE MANAGEMENT COMPANY, LLC Bartlesville · 1 employees | $380K | 2.8 mi |
| DIVERSIFIED MANAGEMENT & CONSULTING LLC Bartlesville · 3 employees | $1.5M | 3.5 mi |
| V.E.C. INVESTMENT LLC Bartlesville · 1 employees | $377K | 4.1 mi |
The full calculation
| Employees reported to the SBA | 6 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $3.3M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $2.0M |
| Estimate: the two combined (geometric mean) | $3.0M |
| EBITDA margin (industry, adjusted for size) | 35% |
| EBITDA = revenue × margin | $1.1M |
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 | $3.6M |
| Multiple for this size and industry | 3.4× |
| Value range | $1.9M – $4.9M |
| Revenue range | $2.0M – $3.4M |
| EBITDA range | $691K – $1.2M |
| Industry (NAICS) | Other financial investment activities (523920) |
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
- CGCheryl GreenSenior Vice President, Wealth Advisor · Company website · source
- MBMorgan BarnhillAssociate Vice President, Wealth Advisor · Company website · source
- MRMarty RuarkClient Relationship Manager · Company website · source
Advisors
- BankingBancFirstPPP / 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
| BancFirst PPP 2020 | All 7,048 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/9/2020 | first | $67K | 6 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About First Investment Corporation
First Investment Corporation is a financial advisors company in Bartlesville, Oklahoma, in business since 1998. It is owned by Kenny Green (Senior Vice President, Wealth Advisor). Its estimated annual revenue is about $3.0M, with roughly $1.1M of EBITDA. It has about 3 employees. Its estimated business value is $3.6M (likely range $1.9M–$4.9M).
Common questions
- Who owns First Investment Corporation?
- First Investment Corporation is owned by Kenny Green (Senior Vice President, Wealth Advisor), according to public sources such as the company's website or filings.
- How much revenue does First Investment Corporation make?
- SeeBITDA estimates First Investment Corporation's annual revenue at about $3.0M (likely between $2.0M and $3.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is First Investment Corporation worth?
- About $3.6M, roughly 3.4× its estimated EBITDA of $1.1M, typical for a financial advisors company its size. Likely range: $1.9M–$4.9M.
- How many employees does First Investment Corporation have?
- About 3, from its 2025 retirement-plan filing.
- When was First Investment Corporation founded?
- First Investment Corporation has been in business since 1998.