SeeBITDAOklahoma

Summit Financial Group, Inc.

Finance and insurance
  • 1350 S Boulder Ave Ste 300, Tulsa, OK
  • Since 2000
  • NAICS 52
A location of Summit Financial Group
Revenue, profit and value are for the whole company, on its page.
View company
Leadership
Dale W. Young
Chairman & Chief Executive Officer · source

Employees over time

▲ 33% since 2022
0501002022202320244560
401(k) / retirement-plan participants
Show as table
YearSourceEmployeesEst. revenueEst. EBITDA
2022Form 550045$18.1M$4.5M
2023Form 550055$22.1M$5.5M
2024Form 550060$24.2M$6.0M

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

No PPP loan
401(k) filing, 2024
No reported financials
Company website
Owner named

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Summit Financial Group, Inc.
this business
———
Tulsa Employee Benefits Group Inc
Tulsa
$815K$313K0.0 mi
Kirchman Karen Cpa
Tulsa
$1.1M$435K0.0 mi
Holmes Organisation Inc
Tulsa
$815K$313K0.0 mi
Leaders Life Insurance Co
Tulsa
$815K$313K0.0 mi
PACESETTER CLAIMS SERVICE INC.
Tulsa · 125 employees
$40.4M$9.0M0.0 mi
PACESETTER CLAIMS SERVICES, IC.
Tulsa · 222 employees
$75.5M$14.7M0.0 mi

The full calculation

Revenue range— – —
EBITDA range— – —
Industry (NAICS)Finance and insurance (52)

Benchmarks: US Economic Census 2022, OK. PPP loans were sized on 2019–2020 payroll, so figures reflect that period. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology

Public records

LinkedIn company page
Size as the company lists it
Employees—

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

About Summit Financial Group, Inc.

Summit Financial Group, Inc. is a finance and insurance company in Tulsa, Oklahoma, in business since 2000. It is owned by Dale W. Young (Chairman & Chief Executive Officer). It is a location of Summit Financial Group. It has about 60 employees.

Common questions

Who owns Summit Financial Group, Inc.?
Summit Financial Group, Inc. is owned by Dale W. Young (Chairman & Chief Executive Officer), according to public sources such as the company's website or filings.
How many employees does Summit Financial Group, Inc. have?
About 60, from its 2024 retirement-plan filing.
When was Summit Financial Group, Inc. founded?
Summit Financial Group, Inc. has been in business since 2000.