SeeBITDAOklahoma

Forge Financial

Finance and insurance
  • 2901 S Bryant Ave, Edmond, OK
  • Since 2022
  • NAICS 52
Company websiteforgefinancial.comFind on LinkedInSearch LinkedIn for this company
Estimated valueLow confidence
$1.3M
$435Klikely range$2.1M
About 3× its yearly profit, typical for a company this size in its industry.
Revenue
$1.1M
a year
Profit (EBITDA)
$435K
41% of revenue
Employees
—
not reported
Leadership
Charlotte Williams
CEO · source · confirmed by 2 sources
Has a management team. Someone besides the owner runs part of the business, which buyers pay more for.

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$435K
× 3 sale multiple = value$1.3M

· Own this business? Correct these figures

Employees over time

▲ 14% since 2020
025502020202120222023202420252124
401(k) / retirement-plan participants
Show as table
YearSourceEmployeesEst. revenueEst. EBITDA
2020Form 550021$8.5M$3.5M
2021Form 550023$9.3M$3.8M
2022Form 550022$8.9M$3.6M
2023Form 550023$9.3M$3.8M
2024Form 550024$9.7M$4.0M
2025Form 550024$9.7M$4.0M

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.

What we know

No PPP loan
401(k) filing, 2025
No reported financials
Company website
Owner named

What they do

Forge Financial is a faith-focused investment and financial planning firm in Edmond, Oklahoma, serving families with retirement and investment planning. It says it is Oklahoma's longest tenured Dave Ramsey SmartVestor Pro.

Products & services
Investment PlanningRelationship ManagementRetirement PlanningInsurance Planning401(k)/403(b) Transition AssistanceTerm Life Insurance
Markets served
families
Service area
OklahomaEdmond, OKTulsa, OK
Certifications
SmartVestor Pro Certifiedregistered investment advisor

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

Customers & suppliers

Suppliers & brands

  • LPL Financial · brand it sells or installs
  • American Funds · brand it sells or installs
  • Dave Ramsey · brand it sells or installs

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Forge Financial
this business
$1.1M$435K—
INSURE IT FORWARD, INC
Edmond · 3 employees
$647K$249K0.0 mi
FINANCIAL CONCEPTS MORTGAGE, LLC
Edmond · 29 employees
$10.7M$3.8M0.0 mi
Home Loans by Kurt
Edmond
$1.1M$435K0.0 mi
Tinker Federal Credit Union
Edmond
$1.8M$813K0.2 mi
BAKER WEALTH STRATEGIES
Edmond · 3 employees
$1.4M$531K0.3 mi
DJM FINANCIAL, LLC
Edmond · 1 employees
$1.2M$485K0.3 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$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

Public records

Matched to this business by name and address from public government data; a match can occasionally be wrong.

About Forge Financial

Forge Financial is a finance and insurance company in Edmond, Oklahoma, in business since 2022. It is owned by Charlotte Williams (CEO). Its estimated annual revenue is about $1.1M, with roughly $435K of EBITDA. It has about 24 employees. Its estimated business value is $1.3M (likely range $435K–$2.1M).

Common questions

Who owns Forge Financial?
Forge Financial is owned by Charlotte Williams (CEO), according to public sources such as the company's website or filings.
How much revenue does Forge Financial make?
SeeBITDA estimates Forge Financial'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 Forge Financial 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.
How many employees does Forge Financial have?
About 24, from its 2025 retirement-plan filing.
When was Forge Financial founded?
Forge Financial has been in business since 2022.