How Much Can Portfolio Management and Investment Advice Businesses Get in SBA Loans?
645 SBA loans totaling $344.7M have been approved for portfolio management and investment advice businesses (NAICS 523940). The average approved SBA loan is $534K, which is 57% above avg the $340K national average. 166 active lenders fund this industry with a 0.5% historical default rate.
NAICS 523940 (Portfolio Management and Investment Advice) received 645 SBA loans worth $344.7M across 5+ states. Average loan $534K, average term 146 months, default rate 0.5%.166 active SBA-approved lenders fund this industry. Most portfolio management and investment advice loans use the SBA 7(a) program. There are approximately 480,546 U.S. establishments in this industry (Census 2022).
Is SBA Lending Growing for Portfolio Management and Investment Advice?+78% growth
Which SBA Program Do Portfolio Management and Investment Advice Businesses Use Most?
What Is the Best SBA Loan for Portfolio Management and Investment Advice?
The most widely used SBA program for portfolio management and investment advice businesses — flexible terms, multiple use cases
Where Are Portfolio Management and Investment Advice SBA Loans Most Common?
Top SBA Lenders for Portfolio Management and Investment Advice
These banks have funded the most SBA loans for portfolio management and investment advice businesses (NAICS 523940). PeerSense routes deals to lenders with proven appetite in your industry.
| # | Lender | Loans | Volume |
|---|---|---|---|
| 1 | Live Oak Banking Company(NC) | 122 | $75.7M |
| 2 | Byline Bank(IL) | 86 | $78.3M |
| 3 | TD Bank, National Association(DE) | 32 | $5.3M |
| 4 | The Huntington National Bank(OH) | 24 | $3.4M |
| 5 | Readycap Lending, LLC(NJ) | 21 | $2.9M |
Portfolio Management and Investment Advice Industry Context
Ready to Fund Your Portfolio Management and Investment Advice Business?
PeerSense places SBA loans for portfolio management and investment advice businesses nationwide. We match you with the right capital source — no retainers, referral fee at closing.
Retainers
Down with SBA 7(a)
Terms Available
How Does SBA Lending Work for Portfolio Management and Investment Advice Businesses?
Across all SBA loan programs, 645 loans have been approved for businesses classified under NAICS 523940 (Portfolio Management and Investment Advice), representing $344.7M in total capital deployed. The average approved loan of $534K is 57% above avg the national SBA average of $340K, with typical repayment terms of 146 months.
SBA lending for portfolio management and investment advice is accelerating — loan volume has grown approximately 78% over recent fiscal years. This upward trajectory suggests expanding access to capital and growing lender confidence in this sector. Peak activity occurred in FY2025.
The industry sees a balanced mix of SBA programs, with 10% of loans using the 504 program for fixed asset acquisition and the majority using 7(a) for its flexibility across working capital, equipment, and business acquisition uses. SBA 7(a) loans offer up to $5M with terms up to 25 years for real estate.
PeerSense specializes in matching portfolio management and investment advice business owners with the capital sources most likely to approve their specific deal structure. As an advisory firm (not a lender), we structure your deal across our network of 500+ SBA-approved lenders to find the best terms — our referral fee is established upfront and paid at closing. No retainers.
Frequently Asked Questions — Portfolio Management and Investment Advice SBA Loans
What is the average SBA loan size for portfolio management and investment advice businesses?
Which SBA loan program is best for a portfolio management and investment advice business?
How many lenders fund SBA loans for portfolio management and investment advice?
What states have the most SBA lending for portfolio management and investment advice?
How does PeerSense help portfolio management and investment advice businesses get SBA loans?
Related Finance & Insurance Industries
Insurance Agencies and Brokerages
Investment Advice
Mortgage and Nonmortgage Loan Brokers
All Other Insurance Related Activities
Portfolio Management
Miscellaneous Financial Investment Activities
Data aggregated from SBA loan records (1992–2025). Portfolio Management and Investment Advice defined by NAICS code 523940. Not financial advice. PeerSense is a capital advisory firm, not a lender. Consult a lending professional before making financial decisions.