Full Sail Capital LLC
- Belinda RichardsonRegional Vice President · Company website
- Scott Cravens, JDPartner · Company website
- Katherine Vanlandingham, CAP®Director, Operations · Company website
- Zac Reynolds, CFA®Sr. Wealth Advisor · Company website
- David Stanley, CTFA®Sr. Wealth Advisor · Company website
How we got $5.5M
Based on its 10 employees and its payroll, both reported for PPP in 2020 and brought up to date.
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.
What we know
What they do
Full Sail Capital is a tradename of Mercer Advisors' Oklahoma City office, offering wealth management through a family office structure to individuals and families across the greater Oklahoma City area.
From the company's website. Industry: Financial advisors.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| FULL SAIL CAPITAL LLC this business | $5.0M | — |
| Integrated Planning Strategies Oklahoma City | $1.1M | 0.1 mi |
| PENSION SOLUTIONS, INC. Oklahoma City · 11 employees | $3.6M | 0.3 mi |
| EXENCIAL WEALTH ADVISORS, LLC Oklahoma City · 53 employees | $27.4M | 0.3 mi |
| ARK & TLK INVESTMENTS LLC Oklahoma City · 6 employees | $3.8M | 0.3 mi |
| BURNS WEALTH MANAGEMENT, INC. Oklahoma City · 1 employees | $828K | 0.3 mi |
| CAMERON FINANCIAL STRATEGIES, LLC Oklahoma City · 5 employees | $2.2M | 0.3 mi |
The full calculation
| Employees reported to the SBA | 10 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $4.7M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $4.1M |
| Estimate: the two combined (geometric mean) | $5.0M |
| EBITDA margin (industry, adjusted for size) | 32% |
| EBITDA = revenue × margin | $1.6M |
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 | $5.5M |
| Multiple for this size and industry | 3.4× |
| Value range | $2.9M – $7.6M |
| Revenue range | $3.3M – $5.7M |
| EBITDA range | $1.1M – $1.9M |
| 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
History & advisors
Advisors
- BankingCrossFirst 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
| CrossFirst Bank PPP 2020 | All 299 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/8/2020 | first | $184K | 10 |
2 locations
| 9401 KELLEY AVE STE B | Oklahoma City | This listing |
| 124 NW 10th St | Oklahoma City | View |
Revenue, profit and value are for the whole company.
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Full Sail Capital LLC
Full Sail Capital LLC is a financial advisors company in Oklahoma City, Oklahoma, in business since 2017. It is owned by Mercer Advisors. Its estimated annual revenue is about $5.0M, with roughly $1.6M of EBITDA. It has about 10 employees. Its estimated business value is $5.5M (likely range $2.9M–$7.6M). It has 2 locations.
Common questions
- Who owns Full Sail Capital LLC?
- Full Sail Capital LLC is owned by Mercer Advisors, according to public sources such as the company's website or filings.
- How much revenue does Full Sail Capital LLC make?
- SeeBITDA estimates Full Sail Capital LLC's annual revenue at about $5.0M (likely between $3.3M and $5.7M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Full Sail Capital LLC worth?
- About $5.5M, roughly 3.4× its estimated EBITDA of $1.6M, typical for a financial advisors company its size. Likely range: $2.9M–$7.6M.
- How many employees does Full Sail Capital LLC have?
- About 10, as reported on its PPP loan.
- When was Full Sail Capital LLC founded?
- Full Sail Capital LLC has been in business since 2017.