{"ok":true,"canonical_url":"https://dealroom.so/intelligence/miscellaneous-financial-investment-activities/california","api_url":"https://dealroom.so/api/public/industries/miscellaneous-financial-investment-activities?state=california","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":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities","naics2":"52","business_count":139,"total_gross":92516900,"typical_financing":665589,"top_states":[{"state":"CA","state_name":"California","count":12,"url":"https://dealroom.so/intelligence/miscellaneous-financial-investment-activities/california"},{"state":"FL","state_name":"Florida","count":11,"url":"https://dealroom.so/intelligence/miscellaneous-financial-investment-activities/florida"},{"state":"NY","state_name":"New York","count":11,"url":"https://dealroom.so/intelligence/miscellaneous-financial-investment-activities/new-york"},{"state":"TX","state_name":"Texas","count":11,"url":"https://dealroom.so/intelligence/miscellaneous-financial-investment-activities/texas"},{"state":"UT","state_name":"Utah","count":8,"url":"https://dealroom.so/intelligence/miscellaneous-financial-investment-activities/utah"},{"state":"MN","state_name":"Minnesota","count":7,"url":"https://dealroom.so/intelligence/miscellaneous-financial-investment-activities/minnesota"},{"state":"CO","state_name":"Colorado","count":6,"url":"https://dealroom.so/intelligence/miscellaneous-financial-investment-activities/colorado"},{"state":"IN","state_name":"Indiana","count":5,"url":"https://dealroom.so/intelligence/miscellaneous-financial-investment-activities/indiana"},{"state":"MI","state_name":"Michigan","count":5,"url":"https://dealroom.so/intelligence/miscellaneous-financial-investment-activities/michigan"},{"state":"MO","state_name":"Missouri","count":5,"url":"https://dealroom.so/intelligence/miscellaneous-financial-investment-activities/missouri"}],"state_scope":{"state":"CA","state_name":"California","returned":12,"complete":true,"businesses":[{"name":"Cook Property Investments, LLC","city":"La Mesa","state":"CA","loan_count":1,"total_gross":1170000,"url":"https://dealroom.so/businesses/cook-property-investments-llc-ca"},{"name":"Regency Investment Advisors Incorporated","city":"Fresno","state":"CA","loan_count":1,"total_gross":1092000,"url":"https://dealroom.so/businesses/regency-investment-advisors-incorporated-ca"},{"name":"Nathan Truax","city":"Riverside","state":"CA","loan_count":1,"total_gross":812000,"url":"https://dealroom.so/businesses/nathan-truax-ca"},{"name":"Astute Wealth Management","city":"Cameron Park","state":"CA","loan_count":2,"total_gross":700000,"url":"https://dealroom.so/businesses/astute-wealth-management-ca"},{"name":"Paragon Financial Planning, Inc.","city":"Alameda","state":"CA","loan_count":1,"total_gross":595000,"url":"https://dealroom.so/businesses/paragon-financial-planning-inc-ca"},{"name":"Golden K Plans, Inc.","city":"Newport Beach","state":"CA","loan_count":1,"total_gross":500000,"url":"https://dealroom.so/businesses/golden-k-plans-inc-ca"},{"name":"Peralta Planworks, LLC","city":"Brea","state":"CA","loan_count":1,"total_gross":237600,"url":"https://dealroom.so/businesses/peralta-planworks-llc-ca"},{"name":"Salisbury Financial Group","city":"Irvine","state":"CA","loan_count":1,"total_gross":150000,"url":"https://dealroom.so/businesses/salisbury-financial-group-ca"},{"name":"CENTRAL COAST WEALTH MANAGEMENT LLC","city":"San Luis Obispo","state":"CA","loan_count":1,"total_gross":125000,"url":"https://dealroom.so/businesses/central-coast-wealth-management-llc-ca"},{"name":"Martin_Shapiro_Financial_Services","city":"Orange","state":"CA","loan_count":1,"total_gross":100000,"url":"https://dealroom.so/businesses/martin-shapiro-financial-services-ca"},{"name":"Margo Park LLC","city":"San Diego","state":"CA","loan_count":1,"total_gross":90000,"url":"https://dealroom.so/businesses/margo-park-llc-ca"},{"name":"AGG ASSET MANAGEMENT, LLC","city":"Westlake Village","state":"CA","loan_count":1,"total_gross":69000,"url":"https://dealroom.so/businesses/agg-asset-management-llc-ca"}]}},"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/miscellaneous-financial-investment-activities/california","source_type":"DealRoom Data"}}