Hughes Warren Inc
- Tori JonesVice President · Company website
- Melinda WarrenFounding Partner · Company website
- Cassie ScogginAssistant Director of Client Relations · Company website
- Emma HughesClient Service Manager · Company website
- Ron HughesClient Service Manager · Company website
How we got $2.1M
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 Unlikely to sell soon
- In business 19 years (since 2007)
- Family in the business (Emma Hughes, Client Service Manager)
From public records and the company's website, not a statement that it's for sale.
What they do
Hughes Warren, Inc. is an independent, fee-only registered investment advisor and financial planning firm. It works with individuals, families and small businesses on financial planning and investment management.
From the company's website. Industry: Financial advisors.
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.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| HUGHES WARREN INC this business | $2.1M | — |
| TRISTAR PENSION, LTD. Oklahoma City · 12 employees | $4.2M | 0.0 mi |
| INOVEST INC Oklahoma City · 3 employees | $2.1M | 0.3 mi |
| ELF SHOE CAPITAL INC Oklahoma City · 2 employees | $1.6M | 0.4 mi |
| LEGACY FINANCIAL ADVISORS LLC Oklahoma City · 1 employees | $610K | 0.6 mi |
| HALIFIN, LLC Oklahoma City · 1 employees | $605K | 0.7 mi |
| REMINGTON MANAGEMENT LLC Oklahoma City · 9 employees | $3.6M | 1.4 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) | $2.0M |
| Estimate: the two combined (geometric mean) | $2.1M |
| EBITDA margin (industry, adjusted for size) | 35% |
| EBITDA = revenue × margin | $742K |
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 | $2.1M |
| Multiple for this size and industry | 2.8× |
| Value range | $1.1M – $2.8M |
| Revenue range | $1.4M – $2.4M |
| EBITDA range | $488K – $846K |
| 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
- BankingValliance 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
| Valliance Bank PPP 2020 | All 439 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 | $61K | 4 |
2 locations
| 9150 N MAY AVE SUITE B | Oklahoma City | This listing |
| 16350 Muirfield Pl | Edmond | 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 Hughes Warren Inc
Hughes Warren Inc is a financial advisors company in Oklahoma City, Oklahoma, in business since 2007. It is owned by Ted Hughes (President). Its estimated annual revenue is about $2.1M, with roughly $742K of EBITDA. It has about 4 employees. Its estimated business value is $2.1M (likely range $1.1M–$2.8M). It has 2 locations.
Common questions
- Who owns Hughes Warren Inc?
- Hughes Warren Inc is owned by Ted Hughes (President), according to public sources such as the company's website or filings.
- How much revenue does Hughes Warren Inc make?
- SeeBITDA estimates Hughes Warren Inc's annual revenue at about $2.1M (likely between $1.4M and $2.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Hughes Warren Inc worth?
- About $2.1M, roughly 2.8× its estimated EBITDA of $742K, typical for a financial advisors company its size. Likely range: $1.1M–$2.8M.
- How many employees does Hughes Warren Inc have?
- About 4, as reported on its PPP loan.
- When was Hughes Warren Inc founded?
- Hughes Warren Inc has been in business since 2007.