How Much Can Trust, Fiduciary, and Custody Activities Businesses Get in SBA Loans?
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.
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).
Is SBA Lending Growing for Trust, Fiduciary, and Custody Activities?+33% growth
Which SBA Program Do Trust, Fiduciary, and Custody Activities Businesses Use Most?
What Is the Best SBA Loan for Trust, Fiduciary, and Custody Activities?
The most widely used SBA program for trust, fiduciary, and custody activities businesses — flexible terms, multiple use cases
Where Are Trust, Fiduciary, and Custody Activities SBA Loans Most Common?
Top SBA Lenders for Trust, Fiduciary, and Custody Activities
These banks have funded the most SBA loans for trust, fiduciary, and custody activities businesses (NAICS 523991). PeerSense routes deals to lenders with proven appetite in your industry.
| # | Lender | Loans | Volume |
|---|---|---|---|
| 1 | Wells Fargo Bank National Association(SD) | 15 | $13.0M |
| 2 | PNC Bank, National Association(DE) | 3 | $767K |
| 3 | Mortgage Capital Development C(CA) | 3 | $1.1M |
| 4 | CDC Small Business Finance Cor(CA) | 3 | $2.5M |
| 5 | Celtic Bank Corporation(UT) | 3 | $195K |
Trust, Fiduciary, and Custody Activities Industry Context
Ready to Fund Your Trust, Fiduciary, and Custody Activities Business?
PeerSense places SBA loans for trust, fiduciary, and custody activities businesses nationwide. We match you with the right capital source — no retainers, referral fee at closing.
Retainers
Down with SBA 7(a)
Terms Available
Financing a Trust, Fiduciary, and Custody Activities 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.
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.
PeerSense specializes in matching trust, fiduciary, and custody activities 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 100+ SBA-approved lenders to find the best terms — our referral fee is established upfront and paid at closing. No retainers.
Frequently Asked Questions — Trust, Fiduciary, and Custody Activities SBA Loans
What is the average SBA loan size for trust, fiduciary, and custody activities businesses?
Which SBA loan program is best for a trust, fiduciary, and custody activities business?
How many lenders fund SBA loans for trust, fiduciary, and custody activities?
What states have the most SBA lending for trust, fiduciary, and custody activities?
How does PeerSense help trust, fiduciary, and custody activities 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 and Investment Advice
Portfolio Management
Data aggregated from SBA loan records (1992–2025). Trust, Fiduciary, and Custody Activities defined by NAICS code 523991. Not financial advice. PeerSense is a capital advisory firm, not a lender. Consult a lending professional before making financial decisions.