SeeBITDAOklahoma
Estimated valueLow confidence
$2.2M
$735Klikely range$3.6M
About 2.8× its yearly profit, typical for a company this size in its industry.
Revenue
$2.1M
a year
Profit (EBITDA)
$787K
37% of revenue
Employees
—
not reported
Leadership
Cody Murray
Founder & CEO · source · confirmed by 2 sources

How we got $2.2M

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

A typical financial advisors business in Oklahoma$2.1M
Revenue$2.1M
× 37% profit margin$787K
× 2.8 sale multiple = value$2.2M

· Own this business? Correct these figures

What we know

No PPP loan
No 401(k) filing
No reported financials
Company website
Owner named
2 locations found

What they do

Stillwater Financial is a commission-free registered investment adviser in Stillwater, Oklahoma, run by CFP Cody Murray, that helps clients invest smarter, reduce taxes and retire confidently.

Products & services
Retirement Planning ServicesPlanning ServicesInvestment ManagementTax Planning
Service area
Stillwater, OKOklahoma
Certifications
CFP®CERTIFIED FINANCIAL PLANNER™FiduciaryRegistered investment adviser

From the company's website. Industry: Financial advisors.

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Stillwater Financial
this business
$2.1M$787K—
MILBURN J TOMSON
Stillwater · 1 employees
$682K$307K0.9 mi
THUNDERHAWK RESOURCES LLC
Stillwater · 1 employees
$682K$307K0.9 mi
NICHOLAS HOLLRAH LLC
Stillwater · 1 employees
$636K$286K1.2 mi
HAWKINS FINANCIAL GROUP, INC
Stillwater · 5 employees
$3.5M$1.2M1.6 mi
Edward Jones
Stillwater
$1.1M$435K2.1 mi
EzraJames Stacy
Stillwater
$1.1M$435K2.2 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 industry2.8×
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 Portfolio Management and Investment Advice 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)Portfolio Management and Investment Advice (523940)

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

Founded 2022 by Cody Murray
“In 2022, I launched Stillwater Financial to help clients invest smarter, reduce taxes, retire confidently leading up to retirement and during retirement.”

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

1431 S Western RdStillwaterThis listing
324 S Husband StStillwaterView

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 Stillwater Financial

Stillwater Financial is a financial advisors company in Stillwater, Oklahoma, in business since 2018. It is owned by Cody Murray (Founder & CEO). 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 Stillwater Financial?
Stillwater Financial is owned by Cody Murray (Founder & CEO), according to public sources such as the company's website or filings.
How much revenue does Stillwater Financial make?
SeeBITDA estimates Stillwater Financial'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 Stillwater Financial 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 Stillwater Financial founded?
Stillwater Financial has been in business since 2018.