SeeBITDAOklahoma

Isaiah C. Edison, CFP, ChFC, CLU

Finance and insurance
  • 12028 S Norwood Ave Ste 300, Tulsa, OK
  • Since 2020
  • NAICS 52
Estimated valueLow confidence
$1.3M
$435Klikely range$2.1M
About 3× its yearly profit, typical for a company this size in its industry.
Revenue
$1.1M
a year
Profit (EBITDA)
$435K
41% of revenue
Employees
—
not reported
Leadership
Owner not found yet
We haven't found the owner in public records

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$435K
× 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 not found

What they do

Isaiah C. Edison, CFP, ChFC, CLU, based in Tulsa, OK, says it helps individuals and families build, protect and pass on their wealth and legacy through financial planning.

Products & services
Wealth ManagementInvestment ManagementBig Picture Plan
Markets served
individuals and families
Service area
Tulsa, OK

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

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Isaiah C. Edison, CFP, ChFC, CLU
this business
$1.1M$435K—
SHERIDAN ROAD GROUP, LLC
Tulsa · 6 employees
$3.9M$1.0M0.0 mi
Wade Farquhar
Tulsa
$1.1M$435K0.1 mi
RICE INVESTMENTS LLC
Tulsa · 1 employees
$869K$340K0.5 mi
KELLER INSURANCE AGENCY, INC
Bixby · 1 employees
$408K$157K0.6 mi
Mortgage Partners, LLC
Tulsa
$1.1M$435K0.8 mi
LAR RETIREMENT SERVICES, INC.
Tulsa · 1 employees
$211K$81K0.9 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$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

Public records

Matched to this business by name and address from public government data; a match can occasionally be wrong.

About Isaiah C. Edison, CFP, ChFC, CLU

Isaiah C. Edison, CFP, ChFC, CLU is a finance and insurance company in Tulsa, Oklahoma, in business since 2020. Its estimated annual revenue is about $1.1M, with roughly $435K of EBITDA. Its estimated business value is $1.3M (likely range $435K–$2.1M).

Common questions

Who owns Isaiah C. Edison, CFP, ChFC, CLU?
The owner of Isaiah C. Edison, CFP, ChFC, CLU 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 Isaiah C. Edison, CFP, ChFC, CLU make?
SeeBITDA estimates Isaiah C. Edison, CFP, ChFC, CLU'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 Isaiah C. Edison, CFP, ChFC, CLU 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.
When was Isaiah C. Edison, CFP, ChFC, CLU founded?
Isaiah C. Edison, CFP, ChFC, CLU has been in business since 2020.