Oklahoma Capital Advisors, LLC
How we got $624K
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
What they do
Oklahoma Capital Advisors is a financial advisory firm in Oklahoma City that helps clients grow and manage wealth and navigate market cycles, with the aim of simplifying the investing process.
From the company's website. Industry: Financial advisors.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| OKLAHOMA CAPITAL ADVISORS, LLC this business | $692K | — |
| INDEPENDENT ADVISORS GROUP Oklahoma City · 2 employees | $1.4M | 0.8 mi |
| JAMES BAKER GROUP INC Oklahoma City | $56.3M | 1.3 mi |
| THE RICHARD JANES COMPANY LLC Oklahoma City · 3 employees | $2.1M | 1.4 mi |
| LYNX OKLAHOMA OPERATING, LLC Oklahoma City · 7 employees | $4.8M | 1.7 mi |
| Kis Futures Oklahoma City | $1.1M | 3.3 mi |
| MIKE CUNNINGHAM INVESTMENTS LLC Oklahoma City · 5 employees | $3.5M | 4.0 mi |
Ranges & sources
| Revenue range | $519K – $900K |
| EBITDA range | $203K – $353K |
| Industry (NAICS) | Securities and commodity contracts intermediation and brokerage (523120) |
| Value range | $374K – $973K |
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
- BankingNBC OklahomaPPP / 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 Roles are as stated there and may be out of date.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
| NBC Oklahoma PPP 2020 | All 526 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 | $10K | 1 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Oklahoma Capital Advisors, LLC
Oklahoma Capital Advisors, LLC is a financial advisors company in Oklahoma City, Oklahoma, in business since 2022. It is owned by Financial Consultant (President). Its estimated annual revenue is about $692K, with roughly $271K of EBITDA. It has about 1 employees. Its estimated business value is $624K (likely range $374K–$973K).
Common questions
- Who owns Oklahoma Capital Advisors, LLC?
- Oklahoma Capital Advisors, LLC is owned by Financial Consultant (President), according to public sources such as the company's website or filings.
- How much revenue does Oklahoma Capital Advisors, LLC make?
- SeeBITDA estimates Oklahoma Capital Advisors, LLC's annual revenue at about $692K (likely between $519K and $900K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Oklahoma Capital Advisors, LLC worth?
- About $624K, roughly 2.3× its estimated EBITDA of $271K, typical for a financial advisors company its size. Likely range: $374K–$973K.
- How many employees does Oklahoma Capital Advisors, LLC have?
- About 1, as reported on its PPP loan.
- When was Oklahoma Capital Advisors, LLC founded?
- Oklahoma Capital Advisors, LLC has been in business since 2022.