J. Stewart Financial Services LLC
How we got $404K
Based on 1 employees reported for PPP in 2020, grown 8% a year since.
Estimated value over time
▲ 103% 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
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| J. STEWART FINANCIAL SERVICES LLC this business | $543K | — |
| DOVE VENTURES LLC Yukon · 2 employees | $1.1M | 1.1 mi |
| Rimmer Retirement Advisors Oklahoma City | $1.1M | 3.2 mi |
| TRACY ANN MILLER Oklahoma City · 4 employees | $2.2M | 3.3 mi |
| G. DeWayne McAnally, LLC "The Advisory Group" Oklahoma City | $1.1M | 3.4 mi |
| ENTRUST PARABLE CAPITAL, LLC Edmond · 2 employees | $1.1M | 3.4 mi |
| A WILLIAMSON INVESTMENT Oklahoma City · 1 employees | $651K | 3.7 mi |
Ranges & sources
| Revenue range | $407K – $706K |
| EBITDA range | $160K – $277K |
| Industry (NAICS) | Other financial investment activities (523930) |
| Value range | $243K – $631K |
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
- BankingBank of America, 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 Roles are as stated there and may be out of date.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
| Bank of America, National Association PPP 2020 | All 1,034 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 | $13K | 1 |
About J. Stewart Financial Services LLC
J. Stewart Financial Services LLC is a financial advisors company in Edmond, Oklahoma. Its estimated annual revenue is about $543K, with roughly $213K of EBITDA. It has about 1 employees. Its estimated business value is $404K (likely range $243K–$631K).
Common questions
- Who owns J. Stewart Financial Services LLC?
- The owner of J. Stewart Financial Services 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 J. Stewart Financial Services LLC make?
- SeeBITDA estimates J. Stewart Financial Services LLC's annual revenue at about $543K (likely between $407K and $706K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is J. Stewart Financial Services LLC worth?
- About $404K, roughly 1.9× its estimated EBITDA of $213K, typical for a financial advisors company its size. Likely range: $243K–$631K.
- How many employees does J. Stewart Financial Services LLC have?
- About 1, as reported on its PPP loan.