Perspective Advisors, LLC
- Brandi ThomasVice President of Accounting · Company website
- Marshall FraserPartner & Chief Compliance Officer · Company website
- Kelsey BarhamPartner & Chief Financial Officer · Company website
- Emerald PitmanChief Operations Officer · Company website
- Cole BrownSenior Planning & Investments Specialist · Company website
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
Employees over time
▲ 50% since 2022Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2022 | Form 5500 | 6 | $2.4M |
| 2023 | Form 5500 | 11 | $4.4M |
| 2024 | Form 5500 | 9 | $3.6M |
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
Signs of a sale Unlikely to sell soon
- Family in the business (Kelsey Barham, Partner & Chief Financial Officer)
From public records and the company's website, not a statement that it's for sale.
What they do
Perspective Advisors, LLC is a Bartlesville, Oklahoma financial firm offering full service financial solutions, including accounting, consulting, insurance, investing, estate and retirement planning, for personal and business needs.
From the company's website. Industry: Finance and insurance.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Perspective Advisors, LLC this business | $1.1M | — |
| Ardmore Finance Of Bartlesville Bartlesville | $1.1M | 0.1 mi |
| Graham-Rogers Insurance Bartlesville | $815K | 0.1 mi |
| Schwegman Insurance and Financial Services Bartlesville | $815K | 0.1 mi |
| Standard Lines Services Bartlesville | $815K | 0.1 mi |
| Farmers Insurance - Rebecca Bridendolph Bartlesville | $815K | 0.1 mi |
| PHOENIX INSURANCE, INC Bartlesville · 6 employees | $1.8M | 0.2 mi |
Ranges & sources
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) |
| Value range | $435K – $2.1M |
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 Perspective Advisors, LLC
Perspective Advisors, LLC is a finance and insurance company in Bartlesville, Oklahoma, in business since 2018. It is owned by Nathan Barham (Partner & Chief Executive Officer). Its estimated annual revenue is about $1.1M, with roughly $435K of EBITDA. It has about 9 employees. Its estimated business value is $1.3M (likely range $435K–$2.1M).
Common questions
- Who owns Perspective Advisors, LLC?
- Perspective Advisors, LLC is owned by Nathan Barham (Partner & Chief Executive Officer), according to public sources such as the company's website or filings.
- How much revenue does Perspective Advisors, LLC make?
- SeeBITDA estimates Perspective Advisors, LLC'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 Perspective Advisors, LLC 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 Perspective Advisors, LLC have?
- About 9, from its 2024 retirement-plan filing.
- When was Perspective Advisors, LLC founded?
- Perspective Advisors, LLC has been in business since 2018.