Caption Management, LLC
How we got $10.4M
Based on 16 employees on its 2024 401(k) filing.
What we know
Estimated value over time
▲ 3% since 2024Today'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
Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2024 | Form 5500 | 16 | $5.3M |
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.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| CAPTION MANAGEMENT, LLC this business | $8.9M | — |
| VIKING MINERALS LLC Oklahoma City · 7 employees | $6.1M | 0.3 mi |
| SQUARE DEAL INVESTMENT MANAGEMENT, INC. Oklahoma City · 9 employees | $5.8M | 0.3 mi |
| COFFEE FAMILY, LLC Oklahoma City | $2.8M | 0.3 mi |
| SILVERNAIL CAPITAL LLC Oklahoma City · 1 employees | $658K | 0.4 mi |
| SEBASTIAN INSURANCE AND FINANCIAL SERVICES INC Oklahoma City · 1 employees | $540K | 0.9 mi |
| TDW FINANCIAL STRATEGIES LLC Oklahoma City · 2 employees | $862K | 1.0 mi |
The full calculation
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date: prices are 10% higher than in the benchmark's year, both included above.
| Estimated value = EBITDA × typical sale multiple | $10.4M |
| Multiple for this size and industry | 4.1× |
| Value range | $5.4M – $15.3M |
| Employees in its retirement plan (2024 Form 5500) | 16 |
| Industry revenue per employee | $333K |
| Revenue = employees × revenue per employee | $8.9M |
| EBITDA margin (industry, adjusted for size) | 28% |
| EBITDA = revenue × margin | $2.5M |
Uses the newest headcount we have: participants in the company's retirement plan from its Form 5500 filing with the Department of Labor. Plans can leave out part-timers and new hires, so the range leans higher than the estimate.
| Revenue range | $5.8M – $10.9M |
| EBITDA range | $1.7M – $3.1M |
| Industry (NAICS) | Other financial investment activities (523900) |
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. These are statistical estimates, not reported financials. Listing details come from the company's Form 5500 retirement-plan filing. Full methodology
About Caption Management, LLC
Caption Management, LLC is a financial advisors company in Oklahoma City, Oklahoma. Its estimated annual revenue is about $8.9M, with roughly $2.5M of EBITDA. It has about 16 employees. Its estimated business value is $10.4M (likely range $5.4M–$15.3M).
Common questions
- Who owns Caption Management, LLC?
- The owner of Caption Management, LLC isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
- How much revenue does Caption Management, LLC make?
- SeeBITDA estimates Caption Management, LLC's annual revenue at about $8.9M (likely between $5.8M and $10.9M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Caption Management, LLC worth?
- About $10.4M, roughly 4.1× its estimated EBITDA of $2.5M, typical for a financial advisors company its size. Likely range: $5.4M–$15.3M.
- How many employees does Caption Management, LLC have?
- About 16, from its 2024 retirement-plan filing.