Sutterfield Financial Group Inc
- Kathy DavisVice President & Client Relationship Director · Company website
- Kelli EdwardsVice President & Client Relationship Director · Company website
- Shelly SutterfieldChief Financial Officer · Company website
- Janice OntiverosInvestment Division Manager · Company website
- April KennedyLead Staff Accountant · Company website
How we got $9.0M
Based on its 16 employees and its payroll, both reported for PPP in 2020 and brought up to date.
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.
Employees over time
▲ 119% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | PPP loan | 16 | $5.3M |
| 2020 | Form 5500 | 24 | $8.0M |
| 2021 | Form 5500 | 26 | $8.7M |
| 2022 | Form 5500 | 32 | $10.7M |
| 2023 | Form 5500 | 34 | $11.3M |
| 2024 | Form 5500 | 34 | $11.3M |
| 2025 | Form 5500 | 35 | $11.7M |
Participants are employees in the company's retirement plan at year end, from its Form 5500 filing with the Department of Labor. They usually run a little under total headcount (part-timers and new hires may not be eligible). Revenue and EBITDA apply this industry's revenue per employee and margin to each year's count.
What we know
Signs of a sale Unlikely to sell soon
- In business 31 years (since 1995)
- Family in the business (Shelly Sutterfield, Chief Financial Officer)
From public records and the company's website, not a statement that it's for sale.
What they do
Sutterfield Financial Group, Inc. is a comprehensive financial planning and investment advisory firm in Bartlesville, OK, serving individuals, families, and businesses since 1995.
From the company's website. Industry: Financial advisors.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| SUTTERFIELD FINANCIAL GROUP INC this business | $6.8M | — |
| ARCHAMBO FINANCIAL ADVISORS, INC Bartlesville · 6 employees | $2.5M | 0.2 mi |
| FIRST INVESTMENT CORPORATION Bartlesville · 6 employees | $3.0M | 0.2 mi |
| REVO FINANCIAL, LLC Bartlesville · 4 employees | $2.4M | 0.4 mi |
| Knightsbridge Advisers Inc Bartlesville | $1.1M | 0.4 mi |
| Edward Jones Bartlesville | $1.1M | 1.7 mi |
| PERSPECTIVE MANAGEMENT COMPANY, LLC Bartlesville · 1 employees | $380K | 2.6 mi |
The full calculation
| Employees reported to the SBA | 16 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $7.6M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $4.7M |
| Estimate: the two combined (geometric mean) | $6.8M |
| EBITDA margin (industry, adjusted for size) | 32% |
| EBITDA = revenue × margin | $2.2M |
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 | $9.0M |
| Multiple for this size and industry | 4.1× |
| Value range | $4.7M – $12.3M |
| Revenue range | $4.5M – $7.7M |
| EBITDA range | $1.4M – $2.5M |
| 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
History & advisors
“Founded in 1995, Sutterfield Financial Group, Inc. is a comprehensive financial services provider based in Bartlesville, Oklahoma with advisor affiliates across the United States.”
Advisors
- BankingRegent 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
| Regent Bank PPP 2020 | All 726 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/15/2020 | first | $209K | 16 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Sutterfield Financial Group Inc
Sutterfield Financial Group Inc is a financial advisors company in Bartlesville, Oklahoma, in business since 1995. It is owned by Trevor Sutterfield (President & CEO). Its estimated annual revenue is about $6.8M, with roughly $2.2M of EBITDA. It has about 35 employees. Its estimated business value is $9.0M (likely range $4.7M–$12.3M).
Common questions
- Who owns Sutterfield Financial Group Inc?
- Sutterfield Financial Group Inc is owned by Trevor Sutterfield (President & CEO), according to public sources such as the company's website or filings.
- How much revenue does Sutterfield Financial Group Inc make?
- SeeBITDA estimates Sutterfield Financial Group Inc's annual revenue at about $6.8M (likely between $4.5M and $7.7M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Sutterfield Financial Group Inc worth?
- About $9.0M, roughly 4.1× its estimated EBITDA of $2.2M, typical for a financial advisors company its size. Likely range: $4.7M–$12.3M.
- How many employees does Sutterfield Financial Group Inc have?
- About 35, from its 2025 retirement-plan filing.
- When was Sutterfield Financial Group Inc founded?
- Sutterfield Financial Group Inc has been in business since 1995.