J M Brown Financial Partners
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How we got $1.0M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Signs of a sale Some signs of a sale
- In business 25 years (since 2001)
- 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
J M Brown Financial Partners is an SEC-registered investment advisory firm in Tulsa, OK that provides investment advisory and financial planning services, guiding clients through financial life stages from foundation to legacy.
From the company's website. Industry: Financial advisors.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| J M Brown Financial Partners this business | $1.1M | — |
| DRAWBRIDGE CAPITAL LLC Tulsa · 3 employees | $1.7M | 0.2 mi |
| REGENT FINANCIAL SERVICES Tulsa · 9 employees | $3.3M | 0.2 mi |
| HISSOP ENERGY LLC Tulsa · 1 employees | $547K | 0.3 mi |
| SAGEOAK FINANCIAL, LLC Tulsa · 1 employees | $284K | 0.3 mi |
| Gibraltar Capital Management Tulsa | $2.1M | 0.4 mi |
| PROVENZANO GROUP LC Tulsa · 6 employees | $1.7M | 0.8 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 | $1.0M |
| Multiple for this size and industry | 2.3× |
| Value range | $334K – $1.6M |
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 | $441K – $1.4M |
| EBITDA range | $181K – $585K |
| 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
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About J M Brown Financial Partners
J M Brown Financial Partners is a financial advisors company in Tulsa, Oklahoma, in business since 2001. It is owned by Ronald Brown (President). Its estimated annual revenue is about $1.1M, with roughly $435K of EBITDA. Its estimated business value is $1.0M (likely range $334K–$1.6M).
Common questions
- Who owns J M Brown Financial Partners?
- J M Brown Financial Partners is owned by Ronald Brown (President), according to public sources such as the company's website or filings.
- How much revenue does J M Brown Financial Partners make?
- SeeBITDA estimates J M Brown Financial Partners'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 J M Brown Financial Partners worth?
- About $1.0M, roughly 2.3× its estimated EBITDA of $435K, typical for a financial advisors company its size. Likely range: $334K–$1.6M.
- When was J M Brown Financial Partners founded?
- J M Brown Financial Partners has been in business since 2001.