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NAICS 523120Finance & Insurance

How Much Can Securities Brokerage Businesses Get in SBA Loans?

327 SBA loans totaling $154.2M have been approved for securities brokerage businesses (NAICS 523120). The average approved SBA loan is $471K, which is 38% above avg the $340K national average. 145 active lenders fund this industry with a 6.2% default rate on the matured 2018-2021 loan cohort.

Low default risk6.2% vs 15.4% all-industry avg

At 6.2%, Securities Brokerage sits well below the 15.4% all-industry SBA default rate (charged-off as a share of resolved loans) — low 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.

Quick Answer

NAICS 523120 (Securities Brokerage) received 327 SBA loans worth $154.2M across 5+ states. Average loan $471K, average term 151 months, 6.2% default rate (resolved-loan basis).145 active SBA-approved lenders fund this industry. Most securities brokerage loans use the SBA 7(a) program. There are approximately 23,043 U.S. establishments in this industry (Census 2022).

327
Total SBA Loans
$154.2M
Total Volume
$471K
Avg Loan Size
38% above avg
145
Active Lenders
151 mo
Avg Term
16% above avg
1,984
Jobs Supported

Is SBA Lending Growing for Securities Brokerage?-92% decline

20
24
22
19
26
26
9
2
16
17
18
19
20
21
22
23
$8.5M
$14.8M
$18.5M
$11.6M
$22.7M
$16.6M
$9.9M
$1.5M

Which SBA Program Do Securities Brokerage Businesses Use Most?

SBA 7(a)255 (78%)
SBA 50472 (22%)

What Is the Best SBA Loan for Securities Brokerage?

SBA 7(a)

The most widely used SBA program for securities brokerage businesses — flexible terms, multiple use cases

Industry avg loan: $471K
Typical term: 151 months
Historical avg rate: 6.13%
145+ lenders active in this industry
Default rate (2018–21 matured cohort): 6.2%

Where Are Securities Brokerage SBA Loans Most Common?

#1
CA
51 loans
$23.8M
#2
OH
21 loans
$6.0M
#3
NY
21 loans
$12.3M
#4
MN
17 loans
$3.4M
#5
MI
16 loans
$4.0M

Top SBA Lenders for Securities Brokerage

These banks have funded the most SBA loans for securities brokerage businesses (NAICS 523120). PeerSense routes deals to lenders with proven appetite in your industry.

#LenderLoansVolume
1Live Oak Banking Company(NC)31$28.9M
2Wells Fargo Bank National Association(SD)16$4.7M
3The Huntington National Bank(OH)12$2.5M
4Byline Bank(IL)11$14.3M
5BayFirst National Bank(FL)10$2.1M

Securities Brokerage Industry Context

U.S. Establishments
23,043
U.S. Census Bureau · 2022
U.S. Employment
9,166,000
BLS · 2026
SBA Penetration
1.42%
SBA loans per establishment

Ready to Fund Your Securities Brokerage Business?

PeerSense places SBA loans for securities brokerage businesses nationwide. We match you with the right capital source — no retainers, referral fee at closing.

$0

Retainers

10%

Down with SBA 7(a)

25yr

Terms Available

Financing a Securities Brokerage business? Get matched to an SBA lender.

Tell us your loan amount and use of funds. We route you to the lender most likely to fund a deal in your industry.

SBA 7(a) / 504 — Response within 4 business hours. No obligation.

No retainers · Referral fee at closing · Or call (317) 452-6990

How Does SBA Lending Work for Securities Brokerage Businesses?

Across all SBA loan programs, 327 loans have been approved for businesses classified under NAICS 523120 (Securities Brokerage), representing $154.2M in total capital deployed. The average approved loan of $471K is 38% above avg the national SBA average of $340K, with typical repayment terms of 151 months.

SBA lending for securities brokerage has contracted approximately 92% over recent fiscal years. This shift may reflect changing market conditions, industry consolidation, or tightening credit standards in this sector. However, 145 lenders remain active, maintaining competitive options for qualified borrowers.

Notably, 22% of SBA loans in this industry use the 504 program — well above the national average — indicating that securities brokerage businesses frequently finance major fixed assets like real estate, heavy equipment, or facility buildouts. The 504 program offers up to $5.5M with below-market fixed rates and only 10% down from the borrower.

PeerSense specializes in matching securities brokerage 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 — Securities Brokerage SBA Loans

What is the average SBA loan size for securities brokerage businesses?
Based on 327 approved SBA loans, the average loan size for securities brokerage (NAICS 523120) is $471K. This compares to the national SBA average of $340K across all industries.
Which SBA loan program is best for a securities brokerage business?
SBA 7(a) is the most commonly used SBA program for securities brokerage businesses. The most widely used SBA program for securities brokerage businesses — flexible terms, multiple use cases. PeerSense can analyze your specific deal to determine the optimal program.
How many lenders fund SBA loans for securities brokerage?
145 different SBA-approved lenders have funded loans in this industry. Not all lenders are equally active in every industry — PeerSense matches your deal with lenders who have experience and appetite in the securities brokerage sector.
What states have the most SBA lending for securities brokerage?
CA leads with 51 SBA loans and $23.8M in total volume for securities brokerage businesses. OH, NY, MN also show strong lending activity in this sector.
How does PeerSense help securities brokerage businesses get SBA loans?
PeerSense is a capital advisory firm — not a lender. We analyze your deal (loan amount, down payment, business financials) and match you with SBA-approved lenders experienced in the securities brokerage industry. Our referral fee is established upfront in our agreement and paid at closing. No retainers.

Data aggregated from SBA loan records (1992–2025). Securities Brokerage defined by NAICS code 523120. Not financial advice. PeerSense is a capital advisory firm, not a lender. Consult a lending professional before making financial decisions.