{"ok":true,"canonical_url":"https://dealroom.so/intelligence/investment-advice/north-carolina","api_url":"https://dealroom.so/api/public/industries/investment-advice?state=north-carolina","data_freshness":{"sba_records_through":"2026-05-31","fdic_records_through":"2026-03-31","dealroom_last_updated":"2026-06-16","timezone":"America/Chicago"},"methodology":{"label":"Industry risk & acquisition-data methodology","url":"https://dealroom.so/methodology/industry-risk"},"source_summary":["Public SBA 7(a) loan records","FDIC institution data","DealRoom lender and franchise enrichment"],"industry":{"name":"Investment Advice","slug":"investment-advice","naics2":"52","business_count":442,"total_gross":387820600,"typical_financing":877422,"top_states":[{"state":"CA","state_name":"California","count":48,"url":"https://dealroom.so/intelligence/investment-advice/california"},{"state":"FL","state_name":"Florida","count":33,"url":"https://dealroom.so/intelligence/investment-advice/florida"},{"state":"TX","state_name":"Texas","count":33,"url":"https://dealroom.so/intelligence/investment-advice/texas"},{"state":"NY","state_name":"New York","count":32,"url":"https://dealroom.so/intelligence/investment-advice/new-york"},{"state":"MA","state_name":"Massachusetts","count":19,"url":"https://dealroom.so/intelligence/investment-advice/massachusetts"},{"state":"AZ","state_name":"Arizona","count":18,"url":"https://dealroom.so/intelligence/investment-advice/arizona"},{"state":"MN","state_name":"Minnesota","count":18,"url":"https://dealroom.so/intelligence/investment-advice/minnesota"},{"state":"OH","state_name":"Ohio","count":18,"url":"https://dealroom.so/intelligence/investment-advice/ohio"},{"state":"MI","state_name":"Michigan","count":17,"url":"https://dealroom.so/intelligence/investment-advice/michigan"},{"state":"NJ","state_name":"New Jersey","count":17,"url":"https://dealroom.so/intelligence/investment-advice/new-jersey"}],"state_scope":{"state":"NC","state_name":"North Carolina","returned":10,"complete":true,"businesses":[{"name":"INTEGRATED FINANCIAL STRATEGIES, LLC","city":"Charlotte","state":"NC","loan_count":3,"total_gross":7845000,"url":"https://dealroom.so/businesses/integrated-financial-strategies-llc-nc"},{"name":"Crown Wealth Group LLC","city":"Charlotte","state":"NC","loan_count":3,"total_gross":2320000,"url":"https://dealroom.so/businesses/crown-wealth-group-llc-nc"},{"name":"Lifetime Asset Management, LLC","city":"Raleigh","state":"NC","loan_count":2,"total_gross":2190000,"url":"https://dealroom.so/businesses/lifetime-asset-management-llc-nc"},{"name":"Block Wealth Management","city":"Charlotte","state":"NC","loan_count":1,"total_gross":1925000,"url":"https://dealroom.so/businesses/block-wealth-management-nc"},{"name":"Kingsview Newco LLC","city":"Raleigh","state":"NC","loan_count":1,"total_gross":999000,"url":"https://dealroom.so/businesses/kingsview-newco-llc-nc"},{"name":"Christopher Hunt Cannon","city":"Hickory","state":"NC","loan_count":1,"total_gross":775000,"url":"https://dealroom.so/businesses/christopher-hunt-cannon-nc"},{"name":"Socratic Better Wealth, LLC","city":"Raleigh","state":"NC","loan_count":1,"total_gross":697000,"url":"https://dealroom.so/businesses/socratic-better-wealth-llc-nc"},{"name":"Hoss Esmaeili","city":"Raleigh","state":"NC","loan_count":1,"total_gross":315000,"url":"https://dealroom.so/businesses/hoss-esmaeili-nc"},{"name":"Dogwood Wealth Advisors, LLC","city":"Winston Salem","state":"NC","loan_count":1,"total_gross":225000,"url":"https://dealroom.so/businesses/dogwood-wealth-advisors-llc-nc"},{"name":"Rutledge Financial Partners LLC","city":"Matthews","state":"NC","loan_count":1,"total_gross":98000,"url":"https://dealroom.so/businesses/rutledge-financial-partners-llc-nc"}]}},"caveats":["Informational only — figures are historical public SBA 7(a) loan records, not a current offer or loan approval.","Business locations are ZIP-area centroids; state scoping uses the project address on the public record."],"citation":{"label":"DealRoom industry SBA intelligence","url":"https://dealroom.so/intelligence/investment-advice/north-carolina","source_type":"DealRoom Data"}}