SeeBITDAOklahoma

Compass Pointe Financial Llc

Finance and insurance
  • 3654 Camelot Dr Ste B, Bartlesville, OK
  • NAICS 52
Estimated valueLow confidence
$1.3M
$435Klikely range$2.1M
About 3× its yearly EBITDA, typical for a company this size in its industry.
Revenue
$1.1M
a year
EBITDA
$435K
41% of revenue
Employees
—
not reported
Leadership
Owner not found yet
We haven't found the owner in public records

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% EBITDA margin$435K
× 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
No website found
Owner not found

Compared with similar businesses nearby

BusinessEst. revenueEst. EBITDADistance
Compass Pointe Financial Llc
this business
$1.1M$435K—
Truity Credit Union
Bartlesville
$3.6M$1.6M0.2 mi
FOOD PYRAMID #467
Bartlesville
$1.1M$435K0.3 mi
Elizabeth Gallery
Bartlesville
$815K$314K0.6 mi
ADVANCED BENEFIT SYSTEMS, INC.
Bartlesville · 2 employees
$383K$147K0.6 mi
ProMortgage Associates
Bartlesville
$1.1M$435K0.8 mi
PRO MORTGAGE ASSOCIATES, INC
Bartlesville · 10 employees
$3.6M$1.6M0.8 mi

Ranges & sources

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)
Value range$435K – $2.1M

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

About Compass Pointe Financial Llc

Compass Pointe Financial Llc is a finance and insurance company in Bartlesville, Oklahoma. 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 Compass Pointe Financial Llc?
The owner of Compass Pointe Financial Llc isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
How much revenue does Compass Pointe Financial Llc make?
SeeBITDA estimates Compass Pointe Financial Llc'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 Compass Pointe Financial Llc 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.