Cornerstone Capital Management
- Katelyn GarciaOperations Manager · Company website
- Colton GarciaFinancial Advisor · Company website
- Caleb CaldwellMedicare Specialist · Company website
- Penny ColtonCustomer Relations · Company website
- Beth MouldsAdministrative Assistant · 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 Unlikely to sell soon
- Family in the business (Penny Colton, Customer Relations)
From public records and the company's website, not a statement that it's for sale.
What they do
Cornerstone Capital Management is a retirement and investment planning firm in Edmond, OK that builds personalized Rock-Solid Retirement Plans for clients.
From the company's website. Industry: Finance and insurance.
Customers & suppliers
Suppliers & brands
- Foundations Investment Advisors, LLC · brand it sells or installs
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Cornerstone Capital Management this business | $1.1M | — |
| TABER BROKERAGE LLC Edmond · 6 employees | $1.2M | 0.1 mi |
| HealthMarkets Insurance Agency Edmond | $1.6M | 0.1 mi |
| Jeremy Z Hennigh Edmond | $1.1M | 0.1 mi |
| Axis Financial Edmond | $1.1M | 0.1 mi |
| Paramount Residential Mortgage Group - PRMG Inc. Edmond | $1.1M | 0.1 mi |
| 3in1 Insurance Company, LLC Edmond | $815K | 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 | $435K – $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 | $441K – $1.4M |
| EBITDA range | $181K – $585K |
| 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
History & advisors
“These experiences were ultimately the genesis of Cornerstone Capital Management, a retirement and investment planning firm.”
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 Cornerstone Capital Management
Cornerstone Capital Management is a finance and insurance company in Edmond, Oklahoma, in business since 2019. It is owned by Derek Colton (President & Founder). Its estimated annual revenue is about $1.1M, with roughly $435K of EBITDA. Its estimated business value is $1.3M (likely range $435K–$2.1M).
Common questions
- Who owns Cornerstone Capital Management?
- Cornerstone Capital Management is owned by Derek Colton (President & Founder), according to public sources such as the company's website or filings.
- How much revenue does Cornerstone Capital Management make?
- SeeBITDA estimates Cornerstone Capital Management's annual revenue at about $1.1M (likely between $441K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Cornerstone Capital Management worth?
- About $1.3M, roughly 3× its estimated EBITDA of $435K, typical for a finance and insurance company its size. Likely range: $435K–$2.1M.
- When was Cornerstone Capital Management founded?
- Cornerstone Capital Management has been in business since 2019.