SeeBITDAOklahoma

Anchor Financial Group

Insurance agencies
  • 4500 S Garnett Rd, Tulsa, OK
  • Since 2010
Estimated valueLow confidence
$1.1M
$411Klikely range$1.7M
About 3.6× its yearly profit, typical for a company this size in its industry.
Revenue
$806K
a year
Profit (EBITDA)
$310K
38% of revenue
Employees
—
not reported
Khris Bryan
Managing Partner · source
Unlikely to sell soon
myanchorgroup.comLinkedIn
Contact
Find Khris Bryan on RocketReach Request removal or correction

How we got $1.1M

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

A typical insurance agencies business in Oklahoma$806K
Revenue$806K
× 38% profit margin$310K
× 3.6 sale multiple = value$1.1M

· 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 Unlikely to sell soon

  • In business 16 years (since 2010)
  • Family in the business (Garett Bryan, Strategic Financial Professional)

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

What they do

Anchor Financial Group is a veteran-owned insurance and financial planning firm in Tulsa, OK that offers retirement planning, health, Medicare, life and long-term care insurance to individuals, families and business owners.

Products & services
Fiduciary Financial PlanningRetirement Income PlanningWealth PreservationTax-Efficient StrategiesLegacy & Estate PlanningHealth InsuranceMedicare PlansLife InsuranceLong-Term CareAnti-Mortgage strategyBusiness benefits
Markets served
Individuals & FamiliesBusiness OwnersRetirement & WealthDebt & Mortgage Strategyself-employed
Service area
35+ States
Certifications
Registered investment adviserVeteran-OwnedFiduciary

From the company's website. Industry: Insurance agencies.

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Anchor Financial Group
this business
$806K$310K—
Patrick Fleming Insurance Agcy
Tulsa
$806K$310K0.0 mi
The Hartford
Tulsa
$806K$310K0.0 mi
WILSON INSURANCE SOLUTIONS LLC
Tulsa · 4 employees
$982K$322K0.0 mi
DAVID LARUE AGENCY LLC
Tulsa · 1 employees
$321K$123K0.2 mi
Trotter Insurance
Tulsa
$806K$310K0.2 mi
The Anchor Agency
Tulsa
$806K$310K0.3 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$1.1M
Multiple for this size and industry3.6×
Value range$411K – $1.7M

This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Agencies, brokerages, and other insurance related activities businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (38%). Treat these as a rough guide.

Revenue range$371K – $1.0M
EBITDA range$143K – $387K
Industry (NAICS)Agencies, brokerages, and other insurance related activities (5242)

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

“We started Anchor because families who deserved the best were being failed by a broken system, and we couldn't look away.”

Leadership

  • PP
    Phil Pickle
    Managing Partner · Company website · source
  • KK
    Kevin Kaiser
    Partner · Company website · source
  • AM
    Ashli Martocci
    Operations Director · Company website · source
  • AP
    Amy Pickle
    Agent Services · Company website · source
  • MM
    Michael Martocci
    Marketing Director · Company website · source
  • LB
    Larry Bears
    Strategic Financial Professional · Company website · source
  • GB
    Garett Bryan
    Strategic Financial Professional · Company website · source
  • BG
    Brittany Grant
    Strategic Financial Professional · Company website · source
  • TG
    Tanner Grant
    Strategic Financial Professional · Company website · source
  • JH
    Joyce Hodges
    Strategic Financial Professional · Company website · source
  • KM
    Kellie Malazzo
    Strategic Financial Professional · 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 Anchor Financial Group

Anchor Financial Group is an insurance agencies company in Tulsa, Oklahoma, in business since 2010. It is owned by Khris Bryan (Managing Partner). Its estimated annual revenue is about $806K, with roughly $310K of EBITDA. Its estimated business value is $1.1M (likely range $411K–$1.7M).

Common questions

Who owns Anchor Financial Group?
Anchor Financial Group is owned by Khris Bryan (Managing Partner), according to public sources such as the company's website or filings.
How much revenue does Anchor Financial Group make?
SeeBITDA estimates Anchor Financial Group's annual revenue at about $806K (likely between $371K and $1.0M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Anchor Financial Group worth?
About $1.1M, roughly 3.6× its estimated EBITDA of $310K, typical for a insurance agencies company its size. Likely range: $411K–$1.7M.
When was Anchor Financial Group founded?
Anchor Financial Group has been in business since 2010.