Capital Advisors, Inc.
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 Unlikely to sell soon
- In business 27 years (since 1999)
- Acquired by Corient (2026)
From public records and the company's website, not a statement that it's for sale.
Ownership & transactions
- Acquired by Corient · May 2026Corient announced its acquisition of Capital Advisors, Inc., a Tulsa, Oklahoma wealth management firm, on May 13, 2026.Source
Employees over time
▲ 73% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | Form 5500 | 40 | $16.1M |
| 2021 | Form 5500 | 52 | $20.9M |
| 2022 | Form 5500 | 58 | $23.4M |
| 2023 | Form 5500 | 60 | $24.2M |
| 2024 | Form 5500 | 61 | $24.6M |
| 2025 | Form 5500 | 69 | $27.8M |
Participants are employees in the company's retirement plan at year end, from its Form 5500 filing with the Department of Labor. They usually run a little under total headcount (part-timers and new hires may not be eligible). Revenue and EBITDA apply this industry's revenue per employee and margin to each year's count.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Capital Advisors, Inc. this business | $1.1M | — |
| MidFirst Commercial and Private Banking Office Tulsa | $1.9M | 0.0 mi |
| Minshall Company Tulsa | $1.1M | 0.0 mi |
| Justin Hull - Morgan Stanley Tulsa | $1.1M | 0.0 mi |
| Kristina Girod - Morgan Stanley Tulsa | $1.1M | 0.0 mi |
| Xxec Inc. Tulsa | $1.1M | 0.0 mi |
| Mass Mutual Financial Group Tulsa | $806K | 0.0 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
- KGKeith GoddardSigned for the company · 2020 retirement-plan filing (Form 5500)
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 Capital Advisors, Inc.
Capital Advisors, Inc. is a finance and insurance company in Tulsa, Oklahoma, in business since 1999. Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. It has about 69 employees. Its estimated business value is $1.3M (likely range $437K–$2.1M).
Common questions
- Who owns Capital Advisors, Inc.?
- The owner of Capital Advisors, Inc. 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 Capital Advisors, Inc. make?
- SeeBITDA estimates Capital Advisors, Inc.'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 Capital Advisors, Inc. 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.
- How many employees does Capital Advisors, Inc. have?
- About 69, from its 2025 retirement-plan filing.
- When was Capital Advisors, Inc. founded?
- Capital Advisors, Inc. has been in business since 1999.