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NAICS 52399952

SBA Loans for Miscellaneous Financial Investment Activities

Miscellaneous Financial Investment Activities are one of the most-funded SBA 7(a) industries. Explore which lenders are actually approving miscellaneous financial investment activities loans, what loan sizes they fund, and where activity is concentrated.

Find lenders funding miscellaneous financial investment activities
Total loans
586
all programs
Approved $
$190.1M
last 5 years
Avg loan
$324K
median $145K
Most active lender
Wells Fargo Bank National Association
34 loans
Jobs supported
312K
cumulative

Loan size distribution

SBA 7(a) · LAST 12 MONTHS
27.6%
14.2%
23.7%
16.6%
11.1%
4.3%
2.6%
<$50K
$50–100K
$100–250K
$250–500K
$500K–1M
$1–2M
$2M+
Most common range
$100K – $250K
34% of loans
Median
$145,000
90th percentile
$612,000
MISCELLANEOUS FINANCIAL INVESTMENT ACTIVITIES-FRIENDLY LENDERS

The 5 lenders that approved 41% of miscellaneous financial investment activities SBA loans last year.

Submit your miscellaneous financial investment activities profile and we'll prioritize lenders that have already funded similar concept, size, and geography.

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Top lenders for miscellaneous financial investment activities

Wells Fargo Bank National Association
34
PNC Bank, National Association
30
Manufacturers and Traders Trust Company
27
The Huntington National Bank
27
U.S. Bank, National Association
22
BayFirst National Bank
18

Top states for miscellaneous financial investment activities loans

CA
65
NY
47
FL
35
OH
34
TX
28
IL
27
Loan records · Miscellaneous Financial Investment Activities
Showing largest 500 of 586 records
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Paradise Equity Partners
Lake Wylie, SC · 29710
$5,000,000
7(a)
Newtek Bank, National Association$455K/job · 2024-05-09
Pension Plan Specialists, PC
Vancouver, WA · 98660
$5,000,000
7(a)
Columbia Bank$63K/job · 2011-11-29
MDL Ventures, LLC
Rock Springs, WY · 82901
$4,947,000
7(a)
Cache Valley Bank$247K/job · 2015-07-21
Balentine, LLC
Atlanta, GA · 30326
$4,137,400
7(a)
SouthState Bank, National Association$165K/job · 2015-03-25
Earthworks Capital Holdings, LLC
Perryville, MO · 63775
$4,046,000
7(a)
Peoples Bank & Trust$81K/job · 2020-12-16
Lanesluck LLC
Issaquah, WA · 98027
$3,902,500
7(a)
BMO Bank National Association$2.0M/job · 2022-04-07
MEDIQUS ASSET ADVISORS, INC.
Chicago, IL · 60601
$3,450,000
7(a)
St. Charles Bank & Trust Company, National Association$314K/job · 2020-09-08
INVESTABLE WEALTH MANAGEMENT INC
Oakwood, OH · 45419
$3,069,000
7(a)
KeyBank National Association$236K/job · 2026-01-27
Columbia River Advisors, LLC
Tacoma, WA · 98407
$2,750,000
7(a)
U.S. Bank, National Association$250K/job · 2015-07-31
Attucks Asset Management, LLC
Chicago, IL · 60654
$2,625,000
7(a)
Byline Bank$263K/job · 2018-01-19
Kessler Investment Group, LLC
Columbus, IN · 47201
$2,555,000
7(a)
Byline Bank$852K/job · 2025-05-20
Terrence Leiendecker
Edina, MN · 55435
$2,520,000
7(a)
Live Oak Banking Company$840K/job · 2020-09-09
GATTACA 334 LLC
Lake Grove, OR · 97035
$2,340,000
7(a)
BMO Bank National Association$138K/job · 2021-04-15
SAC Welch Holdings LLC
Atlanta, GA · 30314
$2,195,000
7(a)
Ameris Bank$157K/job · 2021-07-07
Alpha Cubed Investments, LLC
Costa Mesa, CA · 92626
$2,074,000
504
Business Finance Capital$207K/job · 2023-11-25
ELITE WEALTH MANAGERS, LLC
Brooklyn, NY · 11228
$1,721,000
7(a)
Celtic Bank Corporation$861K/job · 2021-08-12
GJC Legacy & Associates Inc
Woodridge, IL · 60517
$1,705,000
7(a)
Pathward National Association$189K/job · 2018-02-21
Accounting Practice Sales
Folsom, CA · 95630
$1,536,000
7(a)
Wells Fargo Bank National Association$1.5M/job · 2015-05-26
Kenneth Bellavance Advisory LLC
Cumming, GA · 30041
$1,488,000
7(a)
Coastal States Bank$186K/job · 2025-04-24
Lucia Capital Group, LLC
San Diego, CA · 92128
$1,438,100
7(a)
Pathward National Association$23K/job · 2019-03-27
Jeremy Fawcett
Littleton, CO · 80120
$1,425,000
7(a)
KeyBank National Association$1.4M/job · 2021-03-03
Concepts in Planning Inc.
Mount Kisco, NY · 10549
$1,300,000
7(a)
Harvest Small Business Finance, LLC$217K/job · 2018-06-27
Vintage Wealth Advisors, LLC
Napa, CA · 94558
$1,293,000
504
Mortgage Capital Development Corporation$1.3M/job · 2022-11-28
Securities Transfer Corporation
Plano, TX · 75093
$1,250,000
7(a)
EagleBank$417K/job · 2019-10-31
TTG LLC
Portland, OR · 97232
$1,248,400
7(a)
Enterprise Bank & Trust$125K/job · 2015-01-15
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