Ameritrust Investment Advisors
- Kenny Brown, Jr, MBAPresident - Tulsa Market · Company website
- Quin Swiney, J.D.Vice President · Company website
- Laurie Saint, CPAAssistant Vice President, Financial Planning · Company website
- Glenda OseiVice President, Operations Manager · Company website
- Leisa Gebetsberger, J.D.Assistant Vice President · Company website
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 25 years (since 2001)
- Founder still runs it after 25 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
Ameritrust Investment Advisors, now rebranded as Argent Trust Oklahoma, is an Oklahoma state-chartered trust company that serves Oklahoma families and institutions as a fiduciary. It says it helps clients and their families achieve their financial goals.
From the company's website. Industry: Finance and insurance.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Ameritrust Investment Advisors this business | $1.1M | — |
| Bowers Tax Service Tulsa | $1.1M | 0.1 mi |
| Smiley Elmore & Associates Tulsa | $1.1M | 0.2 mi |
| Tulsa - Fairway Independent Mortgage Company Tulsa | $1.1M | 0.2 mi |
| Allstate Insurance: John Bonnewitz Tulsa | $815K | 0.3 mi |
| Credit Counseling Centers Of Oklahoma, Inc. Tulsa | $1.1M | 0.3 mi |
| State Farm Tulsa | $815K | 0.3 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 | $1.3M |
| 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 Ameritrust Investment Advisors
Ameritrust Investment Advisors is a finance and insurance company in Tulsa, Oklahoma, in business since 2001. It is owned by J. Harvie Roe (CEO). 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 Ameritrust Investment Advisors?
- Ameritrust Investment Advisors is owned by J. Harvie Roe (CEO), according to public sources such as the company's website or filings.
- How much revenue does Ameritrust Investment Advisors make?
- SeeBITDA estimates Ameritrust Investment 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 Ameritrust Investment 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.
- When was Ameritrust Investment Advisors founded?
- Ameritrust Investment Advisors has been in business since 2001.
- Is Ameritrust Investment Advisors for sale?
- There's no public listing, but it shows signs that often come before a sale: in business 25 years (since 2001); founder still runs it after 25 years; no family successor named on its website.