Castlepoint Wealth Advisors
- Courtney KingVice President and Legal Counsel · Company website
- Adam LeeChief Investment Officer · Company website
- Kristen BuchmanPartner and Advisor · Company website
- Reagan HerreraDirector of Client Service and Operations · Company website
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
Employees over time
▲ 33% since 2022Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2022 | Form 5500 | 9 | $3.6M |
| 2023 | Form 5500 | 11 | $4.4M |
| 2024 | Form 5500 | 11 | $4.4M |
| 2025 | Form 5500 | 12 | $4.8M |
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.
What we know
Signs of a sale Unlikely to sell soon
- Family in the business (Courtney King, Vice President and Legal Counsel)
From public records and the company's website, not a statement that it's for sale.
What they do
Castlepoint Wealth Advisors is an independent firm offering personalized investment and financial strategies for individuals with over $2 million in liquid assets.
From the company's website. Industry: Finance and insurance.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Castlepoint Wealth Advisors this business | $1.1M | — |
| RCB Bank Oklahoma City | $1.8M | 0.1 mi |
| RMAC LENDING LLC Oklahoma City · 3 employees | $1.3M | 0.1 mi |
| 7-ELEVEN / SUNOCO #41391 Oklahoma City | $1.1M | 0.2 mi |
| Mitchell & Pahl Private Wealth, Llc. Oklahoma City | $1.1M | 0.2 mi |
| Western Union Oklahoma City | $1.1M | 0.2 mi |
| Lee Investments Oklahoma City | $1.1M | 0.2 mi |
The full calculation
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 | $1.3M |
| Multiple for this size and industry | 3× |
| Value range | $435K – $2.1M |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Finance and insurance businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.
| Revenue range | $441K – $1.4M |
| EBITDA range | $181K – $585K |
| Industry (NAICS) | Finance and insurance (52) |
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. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology
History & advisors
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.
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Castlepoint Wealth Advisors
Castlepoint Wealth Advisors is a finance and insurance company in Oklahoma City, Oklahoma, in business since 2020. It is owned by Kendall King (Founder and CEO). Its estimated annual revenue is about $1.1M, with roughly $435K of EBITDA. It has about 12 employees. Its estimated business value is $1.3M (likely range $435K–$2.1M).
Common questions
- Who owns Castlepoint Wealth Advisors?
- Castlepoint Wealth Advisors is owned by Kendall King (Founder and CEO), according to public sources such as the company's website or filings.
- How much revenue does Castlepoint Wealth Advisors make?
- SeeBITDA estimates Castlepoint Wealth Advisors's annual revenue at about $1.1M (likely between $441K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Castlepoint Wealth Advisors worth?
- About $1.3M, roughly 3× its estimated EBITDA of $435K, typical for a finance and insurance company its size. Likely range: $435K–$2.1M.
- How many employees does Castlepoint Wealth Advisors have?
- About 12, from its 2025 retirement-plan filing.
- When was Castlepoint Wealth Advisors founded?
- Castlepoint Wealth Advisors has been in business since 2020.