Stifel
- Michael O'KeeffeCio · Company website
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Signs of a sale Some signs of a sale
- In business 31 years (since 1995)
- No family successor named on its website
From public records and the company's website, not a statement that it's for sale.
What they do
Stifel is a diversified global wealth management and investment banking company focused on building relationships that help individuals, families, and organizations pursue their financial goals.
From the company's website. Industry: Finance and insurance.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Stifel this business | $1.1M | — |
| CAPITAL PARTNERS INC. Oklahoma City · 2 employees | $421K | 0.0 mi |
| HOUSTON DISTRICT NETWORK OFFICE, LLC Oklahoma City · 6 employees | $1.7M | 0.0 mi |
| THE DAVID CAPITAL GROUP, LTD Oklahoma City · 2 employees | $385K | 0.0 mi |
| Foresters Financial Oklahoma City | $1.1M | 0.0 mi |
| Bank Snb Oklahoma City | $1.8M | 0.0 mi |
| Brett Adams - Northwestern Mutual Oklahoma City | $1.1M | 0.0 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 Stifel
Stifel is a finance and insurance company in Oklahoma City, Oklahoma, in business since 1995. It is owned by Ron Kruszewski (Chairman & CEO). 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 Stifel?
- Stifel is owned by Ron Kruszewski (Chairman & CEO), according to public sources such as the company's website or filings.
- How much revenue does Stifel make?
- SeeBITDA estimates Stifel'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 Stifel 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 Stifel founded?
- Stifel has been in business since 1995.