SeeBITDAOklahoma

G. DeWayne McAnally, LLC "The Advisory Group"

Finance and insurance
  • 5098 Gaillardia Cir, Oklahoma City, OK
  • Since 1999
Estimated valueLow confidence
$1.3M
$437Klikely range$2.1M
About 3× its yearly profit, typical for a company this size in its industry.
Revenue
$1.1M
a year
Profit (EBITDA)
$439K
41% of revenue
Employees
—
not reported
G. DeWayne McAnally
President · source
Some signs of a sale

How we got $1.3M

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

A typical finance and insurance business in Oklahoma$1.1M
Revenue$1.1M
× 41% profit margin$439K
× 3 sale multiple = value$1.3M

· Own this business? Correct these figures

What we know

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

Signs of a sale Some signs of a sale

  • In business 27 years (since 1999)
  • 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

G. DeWayne McAnally, LLC is a locally owned Oklahoma City registered investment adviser that offers financial planning and investment management to Oklahomans, aiming to help clients meet their long-term financial goals.

Products & services
Financial planningInvestment managementWealth managementCustomized financial strategy
Markets served
IndividualsFamiliesBusinesses
Service area
Oklahoma CityOklahoma
Certifications
Registered Investment AdviserChartered Financial Analyst (CFA)Accredited Asset Management Specialist (AAMS)

From the company's website. Industry: Finance and insurance.

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
G. DeWayne McAnally, LLC "The Advisory Group"
this business
$1.1M$439K—
DALTON MORTGAGE GROUP
Oklahoma City · 1 employees
$360K$162K0.4 mi
Maschino Hudelson & Associates
Oklahoma City
$806K$310K0.4 mi
Cornerstone Planning Group
Oklahoma City
$1.1M$439K0.4 mi
Brady Taylor
Oklahoma City
$1.1M$439K0.4 mi
Cornerstone Home Lending, Inc. - Central Region
Oklahoma City
$1.1M$439K0.4 mi
Homebridge Financial Services, Inc.
Oklahoma City
$2.1M$795K0.4 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 industry3×
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

“For over four decades, the G. DeWayne McAnally team has been the trusted financial guide for Oklahomans.”

Leadership

  • GD
    G. DeWayne McAnally, CFP
    President · Company website · source
  • RT
    Rebecca Tabor
    Operations Manager · Company website · source

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 G. DeWayne McAnally, LLC "The Advisory Group"

G. DeWayne McAnally, LLC "The Advisory Group" is a finance and insurance company in Oklahoma City, Oklahoma, in business since 1999. It is owned by G. DeWayne McAnally (President). Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. Its estimated business value is $1.3M (likely range $437K–$2.1M).

Common questions

Who owns G. DeWayne McAnally, LLC "The Advisory Group"?
G. DeWayne McAnally, LLC "The Advisory Group" is owned by G. DeWayne McAnally (President), according to public sources such as the company's website or filings.
How much revenue does G. DeWayne McAnally, LLC "The Advisory Group" make?
SeeBITDA estimates G. DeWayne McAnally, LLC "The Advisory Group"'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 G. DeWayne McAnally, LLC "The Advisory Group" 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.
When was G. DeWayne McAnally, LLC "The Advisory Group" founded?
G. DeWayne McAnally, LLC "The Advisory Group" has been in business since 1999.