Trust Company Of Oklahoma
- Michael Hopper, CFP®President & Chief Executive Officer · Company website
- Michael R. Hairston, CTFAExecutive Vice President & Chief Operating Officer · Company website
- Ryan Short, CFPSenior Vice President & Director of Trust and Wealth Managem · Company website
- Stacey CurtisSenior Vice President & Director of Retirement Plan Solution · Company website
- Steve McQuadeSenior Vice President & Director of Operations · Company website
How we got $2.2M
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 45 years (since 1981)
- 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
Trust Company Oklahoma is a fiduciary wealth and trust management firm in Oklahoma offering wealth management, trust services, and 401(k) retirement plans for individuals, families, businesses, and nonprofits.
From the company's website. Industry: Financial advisors.
Customers & suppliers
Possible customers nearby
The largest businesses within about 60 miles in the markets its website says it serves.
- LIFE. CHURCH OPERATIONS, LLC · Edmond, 11 mi · $118.7M
- OKLAHOMA CITY BOATHOUSE FOUNDATION · Oklahoma City, 5 mi · $68.4M
- THE EPISCOPAL DIOCESES OF OKLAHOMA, INC. · Oklahoma City, 4 mi · $63.9M
- CROSSINGS COMMUNITY CHURCH, INC · Oklahoma City, 4 mi · $53.1M
- COMMUNITIES FOUNDATION OF OKLAHOMA · Oklahoma City, 1 mi · $48.7M
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Trust Company Of Oklahoma this business | $2.1M | — |
| ACCESS ADVISORY GROUP, LLC Oklahoma City · 7 employees | $3.1M | 0.8 mi |
| INVESTMENT CONCEPTS AND FINANCIAL PLANNING SERVICES, INC. Oklahoma City · 3 employees | $1.4M | 1.0 mi |
| NITHMAN FINANCIAL GROUP, INC Oklahoma City · 3 employees | $2.1M | 1.0 mi |
| VIKASA CAPITAL LLC Nichols Hills · 3 employees | $960K | 1.0 mi |
| VALENDO PRIVATE ASSET MANAGEMENT INC Nichols Hills · 2 employees | $913K | 1.1 mi |
| SWISHER FINANCIAL SERVICES LLC Nichols Hills · 1 employees | $488K | 1.3 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 | $2.2M |
| Multiple for this size and industry | 2.8× |
| Value range | $735K – $3.6M |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Trust, Fiduciary, and Custody Activities businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (37%). Treat these as a rough guide.
| Revenue range | $881K – $2.8M |
| EBITDA range | $328K – $1.1M |
| Industry (NAICS) | Trust, Fiduciary, and Custody Activities (523991) |
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. 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.
2 locations
| 6305 Waterford Blvd Ste 450450 | Oklahoma City | This listing |
| 6120 S Yale Ave Ste 1900 | Tulsa | View |
Revenue, profit and value are for the whole company.
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Trust Company Of Oklahoma
Trust Company Of Oklahoma is a financial advisors company in Oklahoma City, Oklahoma, in business since 1981. It is owned by Michael Abboud, CFA (Executive Vice President & Chief Investment Officer). Its estimated annual revenue is about $2.1M, with roughly $787K of EBITDA. Its estimated business value is $2.2M (likely range $735K–$3.6M). It has 2 locations.
Common questions
- Who owns Trust Company Of Oklahoma?
- Trust Company Of Oklahoma is owned by Michael Abboud, CFA (Executive Vice President & Chief Investment Officer), according to public sources such as the company's website or filings.
- How much revenue does Trust Company Of Oklahoma make?
- SeeBITDA estimates Trust Company Of Oklahoma's annual revenue at about $2.1M (likely between $881K and $2.8M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Trust Company Of Oklahoma worth?
- About $2.2M, roughly 2.8× its estimated EBITDA of $787K, typical for a financial advisors company its size. Likely range: $735K–$3.6M.
- When was Trust Company Of Oklahoma founded?
- Trust Company Of Oklahoma has been in business since 1981.
- Is Trust Company Of Oklahoma for sale?
- There's no public listing, but it shows signs that often come before a sale: in business 45 years (since 1981); no family successor named on its website.