Caritas Financial Revenue, Growth & Competitor Profile

DBA CLEARBRIDGE ADVISORS

Company Profile & Annual Report for Caritas Financial

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Caritas Financial Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	N/AExact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	11630 Chillicothe Road Chesterland, OH 44026

Note: Revenues for privately held companies are statistical evaluations.


Caritas Financial's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Caritas Financial's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Caritas Financial is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Caritas Financial Annual Revenue and Growth Rate

Caritas Financial	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$1 - $10 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Caritas Financial's revenues are gauged from an analysis of company filings.

Caritas Financial's Income Statement (based on Industry Averages)

Caritas Financial P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Caritas Financial is developing and marketing. Caritas Financial doesn't have any recent trademark applications, indicating Caritas Financial is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
CARITAS FINANCIAL Financial advisory and consultancy services	03/06/2014
ROI-3 Financial planning for retirement	03/06/2014

See all trademarks and details in the Full Report.

Market Share of Caritas Financial's Largest Competitors

A competitive analysis shows these companies are in the same general field as Caritas Financial, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Caritas Financial. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
PEPPERTREE CAPITAL SENIOR DEBT FUND	Chagrin Falls, OH	100
LUCID INVESTMENTS	Willoughby, OH	73
BURDETTE MANAGEMENT	Kirtland Hills, OH	53
CARVER FINANCIAL SERVICES	Mentor, OH	43
M.W. BEVERAGE	Mentor, OH	22
LIGHTHOUSE ADVISERS	Mentor, OH	22

Future Competition: Caritas Financial's Fastest Growing Competitors

These companies are in the same general field as Caritas Financial and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)