SeeBITDAOklahoma

Stifel

Finance and insurance
  • 213 N 3rd St Ste 1, Muskogee, OK
  • Since 1995
Estimated valueLow confidence
$1.3M
$437Klikely range$2.1M
About 3× its yearly profit, typical for a company this size in its industry.
Revenue
$1.1M
a year
Profit (EBITDA)
$439K
41% of revenue
Employees
—
not reported
Ron Kruszewski
Chairman & CEO · source
Some signs of a sale

How we got $1.3M

Based on typical figures for its industry (2022 Economic Census), not its own records.

A typical finance and insurance business in Oklahoma$1.1M
Revenue$1.1M
× 41% profit margin$439K
× 3 sale multiple = value$1.3M

· Own this business? Correct these figures

What we know

No PPP loan
No 401(k) filing
No reported financials
Company website
Owner named

Signs of a sale Some signs of a sale

  • In business 31 years (since 1995)
  • No family successor named on its website

From public records and the company's website, not a statement that it's for sale.

What they do

Stifel is a diversified global wealth management and investment banking company focused on building relationships that help individuals, families, and organizations pursue their financial goals.

Products & services
Investment AdvisoryAsset ManagementBanking & LendingInvestment BankingEquitiesEquity ResearchFixed Income Capital MarketsPublic FinanceStifel Wealth TrackerSave for RetirementPlanning for Your FutureInvestment Advisory Services
Markets served
Individuals & FamiliesInstitutions & Corporations
Certifications
#1 Wealth Management Firm For Employee Advisor Satisfaction

From the company's website. Industry: Finance and insurance.

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Stifel
this business
$1.1M$439K—
Kathy Hewitt CPA, LLP
Muskogee
$1.1M$439K0.0 mi
Arvest Bank
Muskogee
$1.9M$863K0.0 mi
Boatmen's Investment Services
Muskogee
$1.1M$439K0.0 mi
Action Loan
Muskogee
$1.1M$439K0.1 mi
Kimberly D White
Muskogee
$1.1M$439K0.1 mi
LUCHT INSURANCE GROUP LLC
Muskogee · 2 employees
$450K$173K0.1 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 industry3×
Value range$437K – $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$443K – $1.4M
EBITDA range$182K – $596K
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

People & advisors

Leadership

  • MO
    Michael O'Keeffe
    CIO · Company website · source

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 Stifel

Stifel is a finance and insurance company in Muskogee, Oklahoma, in business since 1995. It is owned by Ron Kruszewski (Chairman & CEO). Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. Its estimated business value is $1.3M (likely range $437K–$2.1M).

Common questions

Who owns Stifel?
Stifel is owned by Ron Kruszewski (Chairman & CEO), according to public sources such as the company's website or filings.
How much revenue does Stifel make?
SeeBITDA estimates Stifel's annual revenue at about $1.1M (likely between $443K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Stifel worth?
About $1.3M, roughly 3× its estimated EBITDA of $439K, typical for a finance and insurance company its size. Likely range: $437K–$2.1M.
When was Stifel founded?
Stifel has been in business since 1995.