How Much Can Investment Banking and Securities Dealing Businesses Get in SBA Loans?
132 SBA loans totaling $44.5M have been approved for investment banking and securities dealing businesses (NAICS 523110). The average approved SBA loan is $337K, which is near national avg the $340K national average. 64 active lenders fund this industry with a 20.6% default rate on the matured 2018-2021 loan cohort.
At 20.6%, Investment Banking and Securities Dealing sits well above the 15.4% all-industry SBA default rate (charged-off as a share of resolved loans) — elevated default risk relative to other SBA industries. Lenders price this risk into rate and structure, which is why matching the file to the right lender matters.
NAICS 523110 (Investment Banking and Securities Dealing) received 132 SBA loans worth $44.5M across 5+ states. Average loan $337K, average term 115 months, 20.6% default rate (resolved-loan basis).64 active SBA-approved lenders fund this industry. Most investment banking and securities dealing loans use the SBA 7(a) program. There are approximately 4,035 U.S. establishments in this industry (Census 2022).
Is SBA Lending Growing for Investment Banking and Securities Dealing?-86% decline
Which SBA Program Do Investment Banking and Securities Dealing Businesses Use Most?
What Is the Best SBA Loan for Investment Banking and Securities Dealing?
The most widely used SBA program for investment banking and securities dealing businesses — flexible terms, multiple use cases
Where Are Investment Banking and Securities Dealing SBA Loans Most Common?
Top SBA Lenders for Investment Banking and Securities Dealing
These banks have funded the most SBA loans for investment banking and securities dealing businesses (NAICS 523110). PeerSense routes deals to lenders with proven appetite in your industry.
| # | Lender | Loans | Volume |
|---|---|---|---|
| 1 | Bank of Hope(CA) | 22 | $265K |
| 2 | Live Oak Banking Company(NC) | 14 | $19.1M |
| 3 | The Huntington National Bank(OH) | 7 | $1.0M |
| 4 | Wells Fargo Bank National Association(SD) | 6 | $315K |
| 5 | PNC Bank, National Association(DE) | 4 | $111K |
Investment Banking and Securities Dealing Industry Context
Ready to Fund Your Investment Banking and Securities Dealing Business?
PeerSense places SBA loans for investment banking and securities dealing businesses nationwide. We match you with the right capital source — no retainers, referral fee at closing.
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How Does SBA Lending Work for Investment Banking and Securities Dealing Businesses?
Across all SBA loan programs, 132 loans have been approved for businesses classified under NAICS 523110 (Investment Banking and Securities Dealing), representing $44.5M in total capital deployed. The average approved loan of $337K is near national avg the national SBA average of $340K, with typical repayment terms of 115 months.
SBA lending for investment banking and securities dealing has contracted approximately 86% over recent fiscal years. This shift may reflect changing market conditions, industry consolidation, or tightening credit standards in this sector. However, 64 lenders remain active, maintaining competitive options for qualified borrowers.
The industry sees a balanced mix of SBA programs, with 11% 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 investment banking and securities dealing 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 — Investment Banking and Securities Dealing SBA Loans
What is the average SBA loan size for investment banking and securities dealing businesses?
Which SBA loan program is best for a investment banking and securities dealing business?
How many lenders fund SBA loans for investment banking and securities dealing?
What states have the most SBA lending for investment banking and securities dealing?
How does PeerSense help investment banking and securities dealing businesses get SBA loans?
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Data aggregated from SBA loan records (1992–2025). Investment Banking and Securities Dealing defined by NAICS code 523110. Not financial advice. PeerSense is a capital advisory firm, not a lender. Consult a lending professional before making financial decisions.