Tom Johnson Investment Management
- Douglas A. HawsVice President & Portfolio Manager · Company website
- Cory J. RobinsonVice President & Portfolio Manager · Company website
- Lori A. CalfySenior Vice President & Chief Compliance Officer · Company website
- Andrew C. EmersonTrader · Company website
- Garren SamuelClient Service Adminstrator · 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 43 years (since 1983)
- 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
Tom Johnson Investment Management is an investment management firm in Oklahoma City, Oklahoma, founded in 1983. It builds separately managed accounts for a broad range of clients, including pensions, individuals, IRAs, foundations, banks, insurance companies, public funds, corporations, and sovereign funds.
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.
- MidFirst Bank · Oklahoma City, 4 mi · $2.25B
- BancFirst · Oklahoma City, 0 mi · $785.7M
- InterBank · Oklahoma City, 4 mi · $369.1M
- First Fidelity Bank · Oklahoma City, 4 mi · $161.7M
- Communication Federal Credit Union · Oklahoma City, 6 mi · $148.2M
Employees over time
▼ 8% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | Form 5500 | 12 | $3.6M |
| 2021 | Form 5500 | 12 | $3.6M |
| 2022 | Form 5500 | 12 | $3.6M |
| 2023 | Form 5500 | 11 | $3.3M |
| 2024 | Form 5500 | 11 | $3.3M |
| 2025 | Form 5500 | 11 | $3.3M |
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 |
|---|---|---|
| Tom Johnson Investment Management this business | $1.1M | — |
| Plains Ventures Oklahoma City | $1.1M | 0.0 mi |
| Arvest Bank Oklahoma City | $1.9M | 0.0 mi |
| APMEX Inc. Oklahoma City | $1.1M | 0.0 mi |
| Citadel Global Depository Services, Inc. Oklahoma City | $1.1M | 0.0 mi |
| Bank of Oklahoma Oklahoma City | $1.9M | 0.0 mi |
| ONEGOLD Oklahoma City | $1.1M | 0.1 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 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 (41%). Treat these as a rough guide.
| Revenue range | $443K – $1.4M |
| EBITDA range | $182K – $596K |
| 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
“Tom Johnson Investment Management was founded in 1983 and is centrally located in Oklahoma City, Oklahoma.”
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 Tom Johnson Investment Management
Tom Johnson Investment Management is a financial advisors company in Oklahoma City, Oklahoma, in business since 1983. It is owned by Richard H. Parry (President). Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. It has about 11 employees. Its estimated business value is $1.3M (likely range $437K–$2.1M).
Common questions
- Who owns Tom Johnson Investment Management?
- Tom Johnson Investment Management is owned by Richard H. Parry (President), according to public sources such as the company's website or filings.
- How much revenue does Tom Johnson Investment Management make?
- SeeBITDA estimates Tom Johnson Investment Management'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 Tom Johnson Investment Management worth?
- About $1.3M, roughly 3× its estimated EBITDA of $439K, typical for a financial advisors company its size. Likely range: $437K–$2.1M.
- How many employees does Tom Johnson Investment Management have?
- About 11, from its 2025 retirement-plan filing.
- When was Tom Johnson Investment Management founded?
- Tom Johnson Investment Management has been in business since 1983.
- Is Tom Johnson Investment Management for sale?
- There's no public listing, but it shows signs that often come before a sale: in business 43 years (since 1983); no family successor named on its website.