SourcingSourcing

JBR CO. FINANCIAL MANAGEMENT INC.

C35
CRD 117600·SEC 801-110659·ARDMORE, OK
AUM
$318.3M
$100M-$500M
Est. Revenue
$3.2M
@ 1% on AUM
Est. EBITDA
$955K
@ 30% margin
Est. Deal Value
$7.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JBR CO. FINANCIAL MANAGEMENT INC.
CRD
117600
SEC file #
801-110659
EIN
731518306
DBA names
Fmi

Economics

AUM
$318.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$139.0M → $318.3M▲ +129%
Client mix
Individuals Other610
Individuals High Net Worth80
Corporations23
Charitable Organizations4

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
ARDMORE OK
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/06/2026
ADV-W filed at
—
Website
facebook.com/fmiardmore(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WHITSON, MICHAEL, WAYNE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
WHITSON, MICHAEL, WAYNE
BYNUM, ALLEN, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002017878
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2024-04-19
Edgar Last Filing Date
2026-04-08
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-04-08
Accession0001214659-26-004443

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1724
Soi Zip Pct 200k Plus
0.041
Soi Zip Returns 200k Plus
620
Soi Zip Total AGI
1,053,321
Fdic Zip Total Deposits
26,493,682,000
Fdic Zip Branch Count
603
Fdic Zip Top Banks
First National Bank and Trust Company of Ardmore
BancFirst

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
32
Bc Firm Active IA Count
43
Bc Firm IAR Count
43
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
130 D ST. NWARDMORE, OK 73401
Business
130 D ST. NWARDMORE, OK 73401
Edgar EIN
731518306
Edgar Recent Filings
13F-HR2026-04-08 · 0001214659-26-004443
13F-HR2026-01-06 · 0001214659-26-000146
Fdic Zip Branches Raw
Lincoln Bank & Trust CompanyArdmore, OK
Lincoln Bank & Trust CompanyArdmore, OK
Fdic Zip HHI
1324.87
Fdic Zip Top Bank Share Pct
23.13
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI63,843
Returns4,990
Stub 2
AGI143,779
Returns3,960
Stub 3
AGI137,016
Returns2,230
Soi Zip Total Business Income
23,690
Soi Zip Total Cap Gains
56,771
Soi Zip Total Dividends
18,173
Soi Zip Total Returns
15,140
Top Owner CRD
5859936
Trust Company Affiliate
No

People (11)

11
WHITSON, MICHAEL, WAYNE
IAR · Direct Owner · 62.5%
5859936
Heitz, Bregan, Mitchell
IAR · Direct Owner · 17.5%
7185504
BYNUM, ALLEN, MICHAEL
IAR · Direct Owner · 17.5%
5500225
TWEEDY, KAYLA, SHAYLEEN
IAR · Direct Owner · 7.5%
6298352
Patricia MichelleHeaton Parker
IAR
2927338
Ricky Black
IAR
1401203
PATRICIA HAGAN MAY
IAR
2700518
ELIZABETH C BERTELSEN
IAR
2253105
Trevor T Taylor
IAR
5441392
Keith Brown Woomer
IAR
6908786
CAROLYN BUTLER HOWARD
IAR
2391466