SUTTERFIELD FINANCIAL GROUP, INC.
C42
CRD 115652·SEC 801-63652·BARTLESVILLE, OK
AUM
$274.4M
$100M-$500M
Est. Revenue
$2.7M
@ 1% on AUM
Est. EBITDA
$823K
@ 30% margin
Est. Deal Value
$6.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $193.9M
'21 · $145.7M
'22 · $200.3M
'23 · $204.8M
'25 · $220.8M
'26 · $274.4M
'20'26
$193.9M → $274.4M▲ +41%
Client mix
| Individuals Other | 944 |
| Pension Profit Sharing Plans | 100 |
| Individuals High Net Worth | 45 |
| Corporations | 18 |
| Insurance Companies | 13 |
Operations
Advisory staff (5-yr trend)
'20 · 20 advisors
'21 · 15 advisors
'22 · 13 advisors
'23 · 13 advisors
'25 · 13 advisors
'26 · 13 advisors
'20'26
20 advisors → 13 advisors▼ -35%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
501 E. 4TH STREETBARTLESVILLE, OK 74003
Business
7401 SOUTH BITTERROOT PLACESUITE 100SIOUX FALLS, SD 57108