Staton Financial Group, Inc.
How we got $1.7M
Based on its 3 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
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.
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 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 |
|---|---|---|
| STATON FINANCIAL GROUP, INC. this business | $1.5M | — |
| ROGERS FINANCIAL INC Oklahoma City · 2 employees | $684K | 0.4 mi |
| AIRCRAFT GUARANTY HOLDINGS, LLC Oklahoma City · 5 employees | $2.9M | 0.7 mi |
| A-TEAM FINANCIAL INVESTMENTS, LLC Oklahoma City · 1 employees | $775K | 1.3 mi |
| FULLER & ASSOCIATES INC. Moore · 1 employees | $299K | 1.7 mi |
| TRINITY PROPERTY SOLUTIONS, INC. Oklahoma City · 1 employees | $482K | 1.8 mi |
| SHARE MORE COUNSELING, TRAINING, & CONSULTING, LLC Moore · 1 employees | $775K | 1.8 mi |
The full calculation
| Employees reported to the SBA | 3 |
| 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 industry | 2.8× |
| 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
“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
- ASAngela StatonVice President · Company website · source
- RDRyan DepuyWealth Management Associate · Company website · source
- TCTammy CobbClient Services Specialist · Company website · source
- JSJenny SnowDirector of Operations · Company website · source
- JEJasie EischenMarketing 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
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 5/1/2020 | first | $43K | 3 |
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.