Womack Investment Advisers
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
Womack Investment Advisers is an independent, fee-only financial planning firm in Edmond, Oklahoma, serving individuals, families, and business owners throughout Oklahoma.
From the company's website. Industry: Finance and insurance.
Customers & suppliers
Suppliers & brands
- Schwab · brand it sells or installs
Employees over time
Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2025 | Form 5500 | 6 | $2.4M |
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.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Womack Investment Advisers this business | $1.1M | — |
| Farmers Insurance - James Clagg Edmond | $806K | 0.0 mi |
| Bank Of Oklahoma Edmond | $1.9M | 0.0 mi |
| Serita Donnell - Mortgage Banker,NMLS#1332744 - Bank of Oklahoma Mortgage Edmond | $1.1M | 0.0 mi |
| CENTERPRISES, LLC Edmond · 3 employees | $1.1M | 0.0 mi |
| Bay Equity Home Loans Edmond | $1.1M | 0.1 mi |
| PARAMOUNT LAND COMPANY LLC Edmond · 1 employees | $943K | 0.2 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 | $437K – $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 | $443K – $1.4M |
| EBITDA range | $182K – $596K |
| 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 Womack Investment Advisers
Womack Investment Advisers is a finance and insurance company in Edmond, Oklahoma. It is owned by Greg Womack (Founder). Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. It has about 6 employees. Its estimated business value is $1.3M (likely range $437K–$2.1M).
Common questions
- Who owns Womack Investment Advisers?
- Womack Investment Advisers is owned by Greg Womack (Founder), according to public sources such as the company's website or filings.
- How much revenue does Womack Investment Advisers make?
- SeeBITDA estimates Womack Investment Advisers's annual revenue at about $1.1M (likely between $443K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Womack Investment Advisers worth?
- About $1.3M, roughly 3× its estimated EBITDA of $439K, typical for a finance and insurance company its size. Likely range: $437K–$2.1M.
- How many employees does Womack Investment Advisers have?
- About 6, from its 2025 retirement-plan filing.