SeeBITDAOklahoma

D S Drelich & Associates

Finance and insurance
  • 104 W 9th Ave, Bristow, OK
  • Since 2001
  • NAICS 52
Company websitedsdrelich.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
Douglas S. Drelich
Founder · source · confirmed by 2 sources
Some signs of a sale

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

What we know

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

Signs of a sale Some signs of a sale

  • In business 25 years (since 2001)
  • Founder still runs it after 25 years
  • Family in the business (Doug Drelich, Partner)

From public records and the company's website, not a statement that it's for sale.

What they do

D.S. Drelich & Associates is an independent financial advisory firm offering retirement planning, retirement income, investment management, insurance strategies and legacy planning for individuals, families and retirees. It serves clients in Florida and Oklahoma and nationwide.

Products & services
Investment ManagementFinancial PlanningRetirement Income PlanningInsurance StrategiesLegacy PlanningProfessionally managed investment accountsPortfolio rebalancing and tax-aware managementIRA investment planning and rollover guidanceLong-term and short-term financial planningTax mitigation and tax-efficient wealth strategiesDebt management and large purchase planningCollege funding and wealth preservation planning
Markets served
individualsfamiliesretireescouples
Service area
JacksonvilleSt. AugustineNortheast FloridaBristowTulsa, OklahomaFloridaOklahomanationwide
Certifications
FINRA/SIPCLicensed Insurance Professional

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

Customers & suppliers

Suppliers & brands

  • CreativeOne Securities, LLC · brand it sells or installs

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
D S Drelich & Associates
this business
$1.1M$435K—
Farmers Insurance - Ashley Powell
Bristow
$815K$313K0.1 mi
Ashley M Powell - 222 N Main St
Bristow
$815K$313K0.1 mi
LendNation
Bristow
$1.1M$435K0.1 mi
H&R Block
Bristow
$1.1M$435K0.1 mi
State Farm Insurance
Bristow
$815K$313K0.1 mi
THE CARLA HOLZRICHTER INSURANCE AGENCY INC
Bristow · 5 employees
$1.1M$346K0.1 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 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

History & advisors

Founded 2001 by Douglas S. Drelich
“He founded D.S. Drelich & Associates in 2001 to provide retirement services and legacy planning to all levels of wealth and income.”

From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.

Public records

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

About D S Drelich & Associates

D S Drelich & Associates is a finance and insurance company in Bristow, Oklahoma, in business since 2001. It is owned by Douglas S. Drelich (Founder). 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 D S Drelich & Associates?
D S Drelich & Associates is owned by Douglas S. Drelich (Founder), according to public sources such as the company's website or filings.
How much revenue does D S Drelich & Associates make?
SeeBITDA estimates D S Drelich & Associates'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 D S Drelich & Associates 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 D S Drelich & Associates founded?
D S Drelich & Associates has been in business since 2001.