SeeBITDAOklahoma

Staton Financial Group, Inc.

  • 709 SW 119TH ST, Oklahoma City, OK
  • Since 2015
Estimated valueMedium confidence
$1.7M
$876Klikely range$2.3M
About 2.8× its yearly profit, typical for a company this size in its industry.
Revenue
$1.5M
a year
Profit (EBITDA)
$595K
39% of revenue
Employees
3
reported in 2020
Scott Staton
Founder, President · source
Unlikely to sell soon

How we got $1.7M

Based on its 3 employees and its payroll, both reported for PPP in 2020 and brought up to date.

3 employees × $412K each$1.2M
PPP payroll ÷ payroll's usual share of revenue$1.4M
Shown toward the top of its range×1.14
Revenue$1.5M
× 39% profit margin$595K
× 2.8 sale multiple = value$1.7M

· Own this business? Correct these figures

What we know

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

Signs of a sale Unlikely to sell soon

  • Family in the business (Angela Staton, Vice President)

From public records and the company's website, not a statement that it's for sale.

What they do

Staton Financial Group helps clients develop retirement income strategies and a custom financial strategy from a wide array of products and services. It serves people planning for or living in retirement.

Products & services
Retirement Income StrategiesWealth ManagementAnnuitiesLong-Term Care StrategiesIRA/401(k) RolloversAsset Protection StrategiesLife InsuranceTax-Efficient StrategiesIRA Legacy PlanningMedicare Planning
Service area
OklahomaOklahoma CityEdmondNorman

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

Customers & suppliers

Suppliers & brands

  • Coppell Advisory Solutions, LLC · brand it sells or installs
  • Fusion Investment Advisors · brand it sells or installs

Estimated value over time

▲ 4% since 2020
$0$957K$1.9M20202026

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
STATON FINANCIAL GROUP, INC.
this business
$1.5M$595K—
ROGERS FINANCIAL INC
Oklahoma City · 2 employees
$684K$308K0.4 mi
AIRCRAFT GUARANTY HOLDINGS, LLC
Oklahoma City · 5 employees
$2.9M$1.0M0.7 mi
A-TEAM FINANCIAL INVESTMENTS, LLC
Oklahoma City · 1 employees
$775K$304K1.3 mi
FULLER & ASSOCIATES INC.
Moore · 1 employees
$299K$134K1.7 mi
TRINITY PROPERTY SOLUTIONS, INC.
Oklahoma City · 1 employees
$482K$217K1.8 mi
SHARE MORE COUNSELING, TRAINING, & CONSULTING, LLC
Moore · 1 employees
$775K$304K1.8 mi

The full calculation

Employees reported to the SBA3
Revenue from headcount (employees × revenue per employee for companies this size)$1.2M
Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size)$1.4M
Estimate: the two combined (geometric mean)$1.5M
EBITDA margin (industry, adjusted for size)39%
EBITDA = revenue × margin$595K

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$1.7M
Multiple for this size and industry2.8×
Value range$876K – $2.3M
Revenue range$998K – $1.7M
EBITDA range$391K – $678K
Industry (NAICS)Other financial investment activities (523930)

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

People & advisors

Founded by Scott Staton
“As the founder and president of Staton Financial Group, Scott is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.”

Leadership

  • AS
    Angela Staton
    Vice President · Company website · source
  • RD
    Ryan Depuy
    Wealth Management Associate · Company website · source
  • TC
    Tammy Cobb
    Client Services Specialist · Company website · source
  • JS
    Jenny Snow
    Director of Operations · Company website · source
  • JE
    Jasie Eischen
    Marketing and Social Media Coordinator · Company website · source

Advisors

  • BankingJPMorgan Chase Bank, 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

JPMorgan Chase Bank, National Association
PPP 2020
All 993 borrowers →

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

PPP loans

ApprovedDrawAmountForgivenJobsLender
5/1/2020first$43K$43K3JPMorgan Chase Bank, National Association

Public records

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

About Staton Financial Group, Inc.

Staton Financial Group, Inc. is a financial advisors company in Oklahoma City, Oklahoma, in business since 2015. It is owned by Scott Staton (Founder, President). Its estimated annual revenue is about $1.5M, with roughly $595K of EBITDA. It has about 3 employees. Its estimated business value is $1.7M (likely range $876K–$2.3M).

Common questions

Who owns Staton Financial Group, Inc.?
Staton Financial Group, Inc. is owned by Scott Staton (Founder, President), according to public sources such as the company's website or filings.
How much revenue does Staton Financial Group, Inc. make?
SeeBITDA estimates Staton Financial Group, Inc.'s annual revenue at about $1.5M (likely between $998K and $1.7M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Staton Financial Group, Inc. worth?
About $1.7M, roughly 2.8× its estimated EBITDA of $595K, typical for a financial advisors company its size. Likely range: $876K–$2.3M.
How many employees does Staton Financial Group, Inc. have?
About 3, as reported on its PPP loan.
When was Staton Financial Group, Inc. founded?
Staton Financial Group, Inc. has been in business since 2015.