Nate Geist
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Signs of a sale Likely to sell
- In business 31 years (since 1995)
- Founder still runs it after 31 years
- 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
Nate Geist is a CFP® financial advisor with Edward Jones in Oklahoma City, OK, offering retirement, business retirement plan, estate and legacy, and college savings strategies.
From the company's website. Industry: Finance and insurance.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Nate Geist this business | $1.1M | — |
| Logan D Long Oklahoma City | $1.1M | 0.0 mi |
| CAPSTONE TRITON FINANCIAL GROUP LLC Oklahoma City | $2.4M | 0.2 mi |
| DARBY FINANCIAL, LLC Oklahoma City · 7 employees | $7.4M | 0.3 mi |
| Andreini & Company Oklahoma City | $806K | 0.4 mi |
| Edward Jones Oklahoma City | $1.1M | 0.4 mi |
| TRITON WEALTH ADVISORS LLC Oklahoma City · 3 employees | $1.2M | 0.4 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 | $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
- APAutum PostonSr. Branch Office Administrator · Company website · source
- HNHaley NewmanBranch Office Administrator · 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 Nate Geist
Nate Geist is a finance and insurance company in Oklahoma City, Oklahoma, in business since 1995. It is owned by Edward D. Jones, Sr. (Founder). 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 Nate Geist?
- Nate Geist is owned by Edward D. Jones, Sr. (Founder), according to public sources such as the company's website or filings.
- How much revenue does Nate Geist make?
- SeeBITDA estimates Nate Geist'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 Nate Geist 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 Nate Geist founded?
- Nate Geist has been in business since 1995.
- Is Nate Geist for sale?
- There's no public listing, but it shows signs that often come before a sale: in business 31 years (since 1995); founder still runs it after 31 years; no family successor named on its website.