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Heritage Bank of the Ozarks — SBA Loan Activity

Public SBA 7(a) and 504 lending activity for Heritage Bank Of The Ozarks.

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OverviewRecent loansIndustriesGeography7(a) vs 504
Total SBA loans
106
2010 – 2025
Approved $
$28.3M
across all programs
Avg loan size
$267K
median $100K
Top industry
Limited-Service Restaurants
8 loans · 8%

7(a) vs 504

BY APPROVAL COUNT
7(a) · 100%
SBA 7(a)
Loans
106
Approved
$28.3M
Avg size
$267K
Range
$10K – $2.5M
SBA 504
Loans
0
Approved
$0
Avg size
$0
Range
—

Top industries funded

See all industries
Limited-Service Restaurants
8
Other Residential Care Facilities
8
Full-Service Restaurants
5
"General Freight Trucking, Long-Distance, Truckload"
4
Offices of Chiropractors
4
"General Freight Trucking, Local"
3
Loan records · Heritage Bank of the Ozarks
106 records
Sort:
Mathany Family Vineyards, LLC
Lake Ozark, MO · 65049
$2,525,300
7(a)
Heritage Bank of the Ozarks$842K/job · 2022-09-30
RNMB Enterprises LLC
Lebanon, MO · 65536
$2,306,000
7(a)
Heritage Bank of the Ozarks$110K/job · 2022-01-11
ROMINES MOTOR CO., INC.
Houston, MO · 65483
$1,500,000
7(a)
Heritage Bank of the Ozarks$50K/job · 2010-01-05
PCH Healthcare LLC
Jefferson City, MO · 65109
$1,350,000
7(a)
Heritage Bank of the Ozarks$113K/job · 2016-04-20
PCH Management LLC
Holts Summit, MO · 65043
$1,280,000
7(a)
Heritage Bank of the Ozarks$320K/job · 2015-03-26
PCH Management LLC
Holts Summit, MO · 65043
$1,260,000
7(a)
Heritage Bank of the Ozarks$315K/job · 2015-03-26
Hill Top Retirement Center, LLC
Columbia, MO · 65202
$1,000,000
7(a)
Heritage Bank of the Ozarks$167K/job · 2017-09-06
Old School Milling, LLC
Marshfield, MO · 65706
$979,500
7(a)
Heritage Bank of the Ozarks$75K/job · 2023-08-26
Arrowhead Industries LLC
Half Way, MO · 65663
$900,000
7(a)
Heritage Bank of the Ozarks$26K/job · 2013-02-07
Freedom Rock Family Estates Inc.
Waynesville, MO · 65583
$754,200
7(a)
Heritage Bank of the Ozarks$47K/job · 2021-09-01
Moseley Office Systems, LLC
Springfield, MO · 65806
$661,500
7(a)
Heritage Bank of the Ozarks$165K/job · 2023-11-03
Midland Ag & Equipment, LLC
Cabool, MO · 65689
$636,000
7(a)
Heritage Bank of the Ozarks$80K/job · 2022-08-25
PCH Healthcare LLC
California, MO · 65018
$625,000
7(a)
Heritage Bank of the Ozarks$35K/job · 2017-12-19
JM Stewart Subs 1, LLC
Lebanon, MO · 65536
$603,500
7(a)
Heritage Bank of the Ozarks$201K/job · 2026-01-12
BCK Meat Processing LLC
Lebanon, MO · 65536
$586,700
7(a)
Heritage Bank of the Ozarks$39K/job · 2021-08-10
RHC 29 Family Camp, LLC
Lebanon, MO · 65536
$578,000
7(a)
Heritage Bank of the Ozarks$289K/job · 2021-08-18
Sing Investments, LLC
Lebanon, MO · 65536
$545,000
7(a)
Heritage Bank of the Ozarks$182K/job · 2015-03-31
TD Swanson Inc.
Waynesville, MO · 65583
$540,000
7(a)
Heritage Bank of the Ozarks$27K/job · 2015-09-28
Yesterday's Classics LLC
Lebanon, MO · 65536
$490,000
7(a)
Heritage Bank of the Ozarks$163K/job · 2014-08-22
Old School Milling, LLC
Marshfield, MO · 65706
$400,000
7(a)
Heritage Bank of the Ozarks$31K/job · 2023-08-11
Mitchell Mowing and Lawn Care, LLC
Lebanon, MO · 65536
$389,700
7(a)
Heritage Bank of the Ozarks$97K/job · 2024-09-11
C & J's Classic Cars
Lebanon, MO · 65536
$372,000
7(a)
Heritage Bank of the Ozarks$93K/job · 2013-05-31
Larry L Dry dba Quick Towing, LLC
Conway, MO · 65632
$351,000
7(a)
Heritage Bank of the Ozarks$88K/job · 2014-02-04
Arrowhead Industries LLC
Half Way, MO · 65663
$350,000
7(a)
Heritage Bank of the Ozarks$23K/job · 2014-03-21
Deb's Fresh Market LLC
Humansville, MO · 65674
$317,500
7(a)
Heritage Bank of the Ozarks$32K/job · 2016-08-02
1–25 of 106
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Where Heritage Bank of the Ozarks lends

APPROVAL CONCENTRATION
TOP STATES
MO
106