How Much Can Trusts, Estates, and Agency Accounts Businesses Get in SBA Loans?
61 SBA loans totaling $52.3M have been approved for trusts, estates, and agency accounts businesses (NAICS 525920). The average approved SBA loan is $858K, which is 152% above avg the $340K national average. 30 active lenders fund this industry.
NAICS 525920 (Trusts, Estates, and Agency Accounts) received 61 SBA loans worth $52.3M across 5+ states. Average loan $858K, average term 208 months.30 active SBA-approved lenders fund this industry. Most trusts, estates, and agency accounts 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 Trusts, Estates, and Agency Accounts?+100% growth
Which SBA Program Do Trusts, Estates, and Agency Accounts Businesses Use Most?
What Is the Best SBA Loan for Trusts, Estates, and Agency Accounts?
The most widely used SBA program for trusts, estates, and agency accounts businesses — flexible terms, multiple use cases
Where Are Trusts, Estates, and Agency Accounts SBA Loans Most Common?
Top SBA Lenders for Trusts, Estates, and Agency Accounts
These banks have funded the most SBA loans for trusts, estates, and agency accounts businesses (NAICS 525920). PeerSense routes deals to lenders with proven appetite in your industry.
| # | Lender | Loans | Volume |
|---|---|---|---|
| 1 | Wells Fargo Bank National Association(SD) | 19 | $19.4M |
| 2 | The Bancorp Bank National Association(SD) | 5 | $8.5M |
| 3 | Crossroads Bank(IN) | 2 | $500K |
| 4 | City National Bank(CA) | 2 | $960K |
| 5 | LendingClub Bank, National Association(UT) | 2 | $1.1M |
Trusts, Estates, and Agency Accounts Industry Context
Ready to Fund Your Trusts, Estates, and Agency Accounts Business?
PeerSense places SBA loans for trusts, estates, and agency accounts 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 Trusts, Estates, and Agency Accounts Businesses?
Across all SBA loan programs, 61 loans have been approved for businesses classified under NAICS 525920 (Trusts, Estates, and Agency Accounts), representing $52.3M in total capital deployed. The average approved loan of $858K is 152% above avg the national SBA average of $340K, with typical repayment terms of 208 months.
SBA lending for trusts, estates, and agency accounts is accelerating — loan volume has grown approximately 100% over recent fiscal years. This upward trajectory suggests expanding access to capital and growing lender confidence in this sector. Peak activity occurred in FY2022.
The overwhelming majority of SBA lending for trusts, estates, and agency accounts uses the 7(a) program, which provides the most flexibility — covering working capital, equipment purchases, partner buyouts, debt refinancing, and business acquisitions up to $5M with terms up to 25 years.
PeerSense specializes in matching trusts, estates, and agency accounts 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 — Trusts, Estates, and Agency Accounts SBA Loans
What is the average SBA loan size for trusts, estates, and agency accounts businesses?
Which SBA loan program is best for a trusts, estates, and agency accounts business?
How many lenders fund SBA loans for trusts, estates, and agency accounts?
What states have the most SBA lending for trusts, estates, and agency accounts?
How does PeerSense help trusts, estates, and agency accounts businesses get SBA loans?
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Data aggregated from SBA loan records (1992–2025). Trusts, Estates, and Agency Accounts defined by NAICS code 525920. Not financial advice. PeerSense is a capital advisory firm, not a lender. Consult a lending professional before making financial decisions.