SeeBITDAOklahoma

Sageoak Financial, LLC

Financial advisors
  • 7136 S Yale Ave, Ste 300, Tulsa, OK
  • 2 locations
  • Since 2013
  • NAICS 523930
Company websitesageoakfinancial.comFind on LinkedInSearch LinkedIn for this company
Estimated valueLow confidence
$242K
$128Klikely range$332K
About 1.9× its yearly profit, typical for a company this size in its industry.
Revenue
$284K
a year
Profit (EBITDA)
$128K
45% of revenue
Employees
1
reported in 2020
Leadership
Steve Ellis
Financial Advisor & Principal · source · confirmed by 2 sources
Request removal or correction
Has a management team. Someone besides the owner runs part of the business, which buyers pay more for.

How we got $242K

Based on its 1 employees and its payroll, both reported for PPP in 2020 and brought up to date.

1 employees × $412K each$412K
PPP payroll ÷ payroll's usual share of revenue$150K
Shown toward the top of its range×1.14
Revenue$284K
× 45% profit margin$128K
× 1.9 sale multiple = value$242K

· Own this business? Correct these figures

What we know

PPP loan, 2020
No 401(k) filing
No reported financials
Company website
Owner named
2 locations found

What they do

SageOak Financial, LLC is a Tulsa, OK based financial advisor offering personal financial planning and investment advice, with its advice described as rooted in biblical wisdom and research in financial science.

Products & services
Financial PlanningInvestment ManagementWealth ManagementInstitutional Advisory ServicesPersonalized portfolioAnnual tax prep (optional)Plan design & vendor evaluation
Service area
Tulsa, OK
Certifications
Registered investment adviser with the U.S. Securities and Exchange CommissionForm ADV Part 2AForm ADV Part 2BForm CRS

From the company's website. Industry: Financial advisors.

Customers & suppliers

Suppliers & brands

  • Charles Schwab & Co., Inc · brand it sells or installs
  • Vestwell · brand it sells or installs

Estimated value over time

▲ 4% since 2020
$0$139K$279K20202026

Today'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

BusinessEst. revenueEst. profitDistance
SAGEOAK FINANCIAL, LLC
this business
$284K$128K—
HISSOP ENERGY LLC
Tulsa · 1 employees
$547K$246K0.0 mi
DRAWBRIDGE CAPITAL LLC
Tulsa · 3 employees
$1.7M$611K0.0 mi
REGENT FINANCIAL SERVICES
Tulsa · 9 employees
$3.3M$1.2M0.0 mi
PROVENZANO GROUP LC
Tulsa · 6 employees
$1.7M$652K0.6 mi
SDK GROUP LLC
Tulsa · 6 employees
$2.6M$912K0.6 mi
BANCSEARCH INC
Tulsa · 1 employees
$488K$220K0.6 mi

The full calculation

Employees reported to the SBA1
Revenue from headcount (employees × revenue per employee for companies this size)$412K
Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size)$150K
Estimate: the two combined (geometric mean)$284K
EBITDA margin (industry, adjusted for size)45%
EBITDA = revenue × margin$128K

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$242K
Multiple for this size and industry1.9×
Value range$128K – $332K
Revenue range$186K – $323K
EBITDA range$84K – $145K
Industry (NAICS)Other financial investment activities (523930)

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, OK. PPP loans were sized on 2019–2020 payroll, so figures reflect that period. These are statistical estimates, not reported financials. Full methodology

History & advisors

Advisors

  • BankingBOKF, National AssociationPPP / 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

BOKF, National Association
PPP 2020
All 2,399 borrowers →

From PPP and SBA loan records, which name the bank but not the individual banker.

PPP loans

ApprovedDrawAmountForgivenJobsLender
4/6/2020first$5K$5K1BOKF, National Association

2 locations

7136 S Yale Ave, Ste 300TulsaThis listing
6964 S 69th East AveTulsaView

Revenue, profit and value are for the whole company.

Public records

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

About Sageoak Financial, LLC

Sageoak Financial, LLC is a financial advisors company in Tulsa, Oklahoma, in business since 2013. It is owned by Steve Ellis (Financial Advisor & Principal). Its estimated annual revenue is about $284K, with roughly $128K of EBITDA. It has about 1 employees. Its estimated business value is $242K (likely range $128K–$332K). It has 2 locations.

Common questions

Who owns Sageoak Financial, LLC?
Sageoak Financial, LLC is owned by Steve Ellis (Financial Advisor & Principal), according to public sources such as the company's website or filings.
How much revenue does Sageoak Financial, LLC make?
SeeBITDA estimates Sageoak Financial, LLC's annual revenue at about $284K (likely between $186K and $323K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Sageoak Financial, LLC worth?
About $242K, roughly 1.9× its estimated EBITDA of $128K, typical for a financial advisors company its size. Likely range: $128K–$332K.
How many employees does Sageoak Financial, LLC have?
About 1, as reported on its PPP loan.
When was Sageoak Financial, LLC founded?
Sageoak Financial, LLC has been in business since 2013.