Robert Stephen Capital Management LLC
How we got $698K
Based on 1 employees reported for PPP in 2020, grown at the industry's Oklahoma rate since.
What we know
Signs of a sale Unlikely to sell soon
- In business 16 years (since 2010)
From public records and the company's website, not a statement that it's for sale.
What they do
Robert Stephen Capital Management LLC is a dba of Streeter Moore and Stipe LLC, an SEC registered investment advisor specializing in financial planning and investment management. It serves individuals and businesses in Tulsa, OK and offers financial management services.
From the company's website. Industry: Financial advisors.
Customers & suppliers
Suppliers & brands
- Fidelity · brand it sells or installs
- Raymond James · brand it sells or installs
Estimated value over time
▲ 25% since 2020Today's estimate scaled by the headcount reported each year and that year's prices. A trend, not a record of past sale values.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| ROBERT STEPHEN CAPITAL MANAGEMENT LLC this business | $775K | — |
| STREETER MOORE & STIPE LLC Tulsa · 1 employees | $767K | 0.0 mi |
| ALLEGIANT WEALTH ADVISORS LLC Tulsa | $1.4M | 0.2 mi |
| AUTUMN GLORY PARTNERS LLC Tulsa · 3 employees | $2.3M | 1.1 mi |
| VIVE INVESTMENTS LLC Tulsa · 15 employees | $6.0M | 1.4 mi |
| SNG ENTERPRISE SOLUTIONS INCORPORATED Tulsa · 1 employees | $775K | 1.4 mi |
| T-TOWN RESOURCES LLC Tulsa · 1 employees | $775K | 1.6 mi |
The full calculation
| Employees reported to the SBA | 1 |
| Industry revenue per employee | $540K |
| Revenue = employees × revenue per employee | $775K |
| EBITDA margin (industry, adjusted for size) | 39% |
| EBITDA = revenue × margin | $304K |
| Cross-check: revenue implied by PPP payroll | $77K |
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 | $698K |
| Multiple for this size and industry | 2.3× |
| Value range | $330K – $991K |
| Revenue range | $458K – $917K |
| EBITDA range | $180K – $359K |
| Industry (NAICS) | Miscellaneous Financial Investment Activities (523999) |
Low confidence: the employee-based and payroll-based estimates differ by more than 2×.
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. PPP loans were sized on 2019–2020 payroll, so figures reflect that period. These are statistical estimates, not reported financials. Full methodology
People & advisors
Advisors
- BankingGrand BankPPP / SBA lender
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.
Banking relationships
| Grand Bank PPP 2020 | All 407 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 5/2/2020 | first | $2K | 1 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Robert Stephen Capital Management LLC
Robert Stephen Capital Management LLC is a financial advisors company in Tulsa, Oklahoma, in business since 2010. It is owned by STEPHEN H. STREETER (Co-Founder, Principal). Its estimated annual revenue is about $775K, with roughly $304K of EBITDA. It has about 1 employees. Its estimated business value is $698K (likely range $330K–$991K).
Common questions
- Who owns Robert Stephen Capital Management LLC?
- Robert Stephen Capital Management LLC is owned by STEPHEN H. STREETER (Co-Founder, Principal), according to public sources such as the company's website or filings.
- How much revenue does Robert Stephen Capital Management LLC make?
- SeeBITDA estimates Robert Stephen Capital Management LLC's annual revenue at about $775K (likely between $458K and $917K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Robert Stephen Capital Management LLC worth?
- About $698K, roughly 2.3× its estimated EBITDA of $304K, typical for a financial advisors company its size. Likely range: $330K–$991K.
- How many employees does Robert Stephen Capital Management LLC have?
- About 1, as reported on its PPP loan.
- When was Robert Stephen Capital Management LLC founded?
- Robert Stephen Capital Management LLC has been in business since 2010.