Skip to main content
✦Prime Rate:7.00%✦Fed Funds:3.75%✦5 Yr Treasury:4.78%↓✦10 Yr Treasury:4.98%↓✦30 Yr Treasury:5.32%↓✦30 Yr Mortgage:7.24%·Updated Oct 29, 2026✦Prime Rate:7.00%✦Fed Funds:3.75%✦5 Yr Treasury:4.78%↓✦10 Yr Treasury:4.98%↓✦30 Yr Treasury:5.32%↓✦30 Yr Mortgage:7.24%·Updated Oct 29, 2026
Rates
NAICS 523Franchise Advantage

Securities & Financial Investments

SBA loan performance data based on 4,604 resolved loans

Overall Default Rate
11.7%
All businesses (resolved loan basis)
Avg Loan Size
$392K
Non franchise
Resolved Loans
4,604
In our database
Franchise Advantage
+11.4%
Lower = better

Franchise vs Independent Comparison

MetricAll BusinessesFranchise Only
Default Rate (resolved loan basis)11.7%0.3%
Avg Loan Size$392K$607K
Resolved Loans4,238366
Chargeoffs4951
Franchise Brands-28

Default Rate Comparison (resolved loan basis)

All Businesses11.7%
Franchise Businesses0.3%

Franchise Brands in Securities & Financial Investments

There are 28 franchise brands in this industry with SBA lending data. Franchise businesses in this sector have a 0.3% default rate compared to 11.7% for all businesses (resolved loan basis).

Browse 28 Franchise Brands

Looking for Securities & Financial Investments Financing?

PeerSense sources SBA capital for this industry from a curated network. Talk to PeerSense.

About SBA Loans for Securities & Financial Investments

The Securities & Financial Investments sector (NAICS 523) has 4,604 resolved SBA loans in our database with an overall default rate of 11.7%. This is below the national average, indicating relatively strong loan performance in this industry.

Franchise businesses in Securities & Financial Investments default at 0.3% compared to 11.7% for all businesses, a 11.4 percentage point advantage. This suggests the franchise model provides meaningful operational support in this industry.

The average SBA loan size in this sector is $392K. Franchise operations in this industry have an average loan size of $607K, higher than the industry average.

Financing a Securities & Financial Investments business? Talk to PeerSense.

Tell us your loan amount and use of funds. PeerSense sources capital for a deal in your industry.

SBA 7(a) / 504: The desk will reach out. No obligation.

How big is your deal?
Where are you in the deal?
Equity or down payment ready
Credit score
Timeline to close
SBA already on the books?
What best describes your company
Liquid funds available outside this deal

Referral fee realized at closing · Or call (317) 452 6990

Securities & Financial Investments Talk to PeerSense