Axis Financial
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
What they do
AXIS Financial offers financial planning, retirement planning, and portfolio management to people seeking help with their retirement or financial plan. It is based in Edmond, OK.
From the company's website. Industry: Finance and insurance.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Axis Financial this business | $1.1M | — |
| Cornerstone Capital Management 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 |
| Jason Morton, Residential Mortgage Advisor NMLS# 1513377 Edmond | $1.1M | 0.1 mi |
| Trent Jones - Insurance Broker Edmond | $815K | 0.1 mi |
| Healthmarkets Agent - Tyler Nitzel 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
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Axis Financial
Axis Financial is a finance and insurance company in Edmond, Oklahoma, in business since 2018. It is owned by Chris Berkel (President). 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 Axis Financial?
- Axis Financial is owned by Chris Berkel (President), according to public sources such as the company's website or filings.
- How much revenue does Axis Financial make?
- SeeBITDA estimates Axis 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 Axis 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.
- When was Axis Financial founded?
- Axis Financial has been in business since 2018.