What is the SBA loan default rate for Trust, Fiduciary, and Custody Activities?

44 lenders actively fund Trust, Fiduciary, and Custody Activities. A reliable default rate is shown only for industries with a large enough matured loan cohort; this one is below that threshold, so we do not publish a figure that would mislead.

Which SBA program is best for Trust, Fiduciary, and Custody Activities?

The SBA 7(a) program is the most commonly used for Trust, Fiduciary, and Custody Activities businesses, accounting for the majority of approved loans. The SBA 504 program is popular for larger real estate and equipment purchases.

NAICS 523991Finance & InsuranceLending Growing

How Much Can Trust, Fiduciary, and Custody Activities Businesses Get in SBA Loans?

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76 SBA loans totaling $33.7M have been approved for trust, fiduciary, and custody activities businesses (NAICS 523991). The average approved SBA loan is $443K, which is 30% above avg the $340K national average. 44 active lenders fund this industry.

Quick Answer

NAICS 523991 (Trust, Fiduciary, and Custody Activities) received 76 SBA loans worth $33.7M across 5+ states. Average loan $443K, average term 189 months.44 active SBA approved lenders fund this industry. Most trust, fiduciary, and custody activities loans use the SBA 7(a) program. There are approximately 2,805 U.S. establishments in this industry (Census 2022).

Total SBA Loans

$33.7M

Total Volume

$443K

Avg Loan Size

30% above avg

Active Lenders

189 mo

Avg Term

45% above avg

543

Jobs Supported

Is SBA Lending Growing for Trust, Fiduciary, and Custody Activities?+33% growth

$2.0M

$3.2M

$2.7M

$385K

$5.2M

$1.8M

$2.3M

$760K

$1.2M

$1.3M

Which SBA Program Do Trust, Fiduciary, and Custody Activities Businesses Use Most?

SBA 7(a)64 (84%)

SBA 50412 (16%)

What Is the Best SBA Loan for Trust, Fiduciary, and Custody Activities?

SBA 7(a)

The most widely used SBA program for trust, fiduciary, and custody activities businesses: flexible terms, multiple use cases

Industry avg loan: $443K

Typical term: 189 months

Historical avg rate: 6.68%

44+ lenders active in this industry

Where Are Trust, Fiduciary, and Custody Activities SBA Loans Most Common?

25 loans

$16.1M

9 loans

$4.3M

4 loans

$972K

4 loans

$2.2M

3 loans

$325K

SBA Lending Activity in Trust, Fiduciary, and Custody Activities

44 SBA lenders have funded 76 loans to trust, fiduciary, and custody activities businesses (NAICS 523991). Which lender approves your deal depends on your location, loan size, credit profile and time in business, not on who funded someone else. PeerSense makes the introduction.

Loans funded

Active lenders

Total volume

$33.7M

Avg loan size

$443K

Browse all SBA lenders

Trust, Fiduciary, and Custody Activities Industry Context

U.S. Establishments

2,805

U.S. Census Bureau · 2022

SBA Penetration

2.71%

SBA loans per establishment

Talk to PeerSense

PeerSense sources capital for trust, fiduciary, and custody activities businesses. The capital source sets the terms. No upfront fee. Talk to PeerSense. Referral fee at closing.

Retainers

10%

Down with SBA 7(a)

25yr

Terms Available

Talk to PeerSense (317) 452-6990

Talk to PeerSense about financing a Trust, Fiduciary, and Custody Activities business.

Tell us your loan amount and use of funds. PeerSense sources capital. The capital source sets the terms.

SBA 7(a) / 504: PeerSense 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

Where is the property or business

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

How Does SBA Lending Work for Trust, Fiduciary, and Custody Activities Businesses?

Across all SBA loan programs, 76 loans have been approved for businesses classified under NAICS 523991 (Trust, Fiduciary, and Custody Activities), representing $33.7M in total capital deployed. The average approved loan of $443K is 30% above avg the national SBA average of $340K, with typical repayment terms of 189 months.

SBA lending for trust, fiduciary, and custody activities is accelerating. Loan volume has grown approximately 33% over recent fiscal years. This upward trajectory suggests expanding access to capital and growing lender confidence in this sector. Peak activity occurred in FY2016.

The industry sees a balanced mix of SBA programs, with 16% 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.

Talk to PeerSense about a trust, fiduciary, and custody activities file. The capital source sets the terms. The desk fee is paid at closing, never upfront.

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Frequently Asked Questions: Trust, Fiduciary, and Custody Activities SBA Loans

What is the average SBA loan size for trust, fiduciary, and custody activities businesses?

Based on 76 approved SBA loans, the average loan size for trust, fiduciary, and custody activities (NAICS 523991) is $443K. This compares to the national SBA average of $340K across all industries.

Which SBA loan program is best for a trust, fiduciary, and custody activities business?

SBA 7(a) is the most commonly used SBA program for trust, fiduciary, and custody activities businesses. The most widely used SBA program for trust, fiduciary, and custody activities businesses: flexible terms, multiple use cases. PeerSense can analyze your specific deal to determine the optimal program.

How many lenders fund SBA loans for trust, fiduciary, and custody activities?

44 different SBA approved lenders have funded loans in this industry. Not all lenders are equally active in every industry. Talk to PeerSense. The capital source sets the terms for a trust, fiduciary, and custody activities file.

What states have the most SBA lending for trust, fiduciary, and custody activities?

CA leads with 25 SBA loans and $16.1M in total volume for trust, fiduciary, and custody activities businesses. AZ, WA, OH also show strong lending activity in this sector.

How does PeerSense help trust, fiduciary, and custody activities businesses get SBA loans?

PeerSense is a capital advisory firm. Talk to PeerSense about a trust, fiduciary, and custody activities file. The capital source sets the terms. No upfront fee. The desk is paid at closing.

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Data aggregated from SBA loan records (1992 to 2025). Trust, Fiduciary, and Custody Activities defined by NAICS code 523991. Not financial advice. PeerSense sources capital through a curated network of commercial lenders and capital sources. Consult a lending professional before making financial decisions.