Securities & Financial Investments

SBA 7(a) Funded Loans for last two years: 2022-2023

Subsector: Securities, Commodity Contracts, and other Financial Investments & Related Activities. This subsector contains the Portfolio Management & Investment Advice Industry.

92

SBA Lenders
Funded a Loan to Subsector

43

Project States With
Funded Loan in Subsector

263

< $1 Million Loans
Funded for Subsector

$156M

Funded Dollars
to Subsector

512K

Average Loan
Amount of Subsector

47

> $1 Million Loans
Funded for Subsector

310

Funded Loans
to Subsector

76%

Out-of-State Lenders
Funded Subsector

25%

Live Oak Bank
Subsector Marketshare

2.51%

Average Bank Spread
for Subsector

232

Borrower Cities
of Funded Subsector

20%

Bylien Bank
Subsector Marketshare

Portfolio Management & Investment Advice

SBA 7(a) Funded Loans for last two years: 2022-2023

70

SBA Lenders Funded
a Loan to Advisor

35

Project States With
Funded Advisors

233

< $1 Million Loans
Funded to Advisors

$100M

Funded Dollars
to Subsector

471K

Average Advisor
FundedvLoan

30

> $1 Million Loans
Funded to Advisors

213

Funded Loans
to Advisors

74%

Out-of-State Lender
Funded Advisors

15%

Live Oak Bank
Advisor Marketshare

2.61%

Average Bank
Spread for Advisor

170

Borrower Cities
of Funded Advisors

29%

Byline Bank
Advisor Marketshare

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