{"ok":true,"canonical_url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/kansas","api_url":"https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=kansas","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":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice","naics2":"52","business_count":513,"total_gross":297856700,"typical_financing":580617,"top_states":[{"state":"CA","state_name":"California","count":50,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/california"},{"state":"FL","state_name":"Florida","count":43,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/florida"},{"state":"NY","state_name":"New York","count":34,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/new-york"},{"state":"TX","state_name":"Texas","count":28,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/texas"},{"state":"PA","state_name":"Pennsylvania","count":24,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/pennsylvania"},{"state":"OH","state_name":"Ohio","count":22,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/ohio"},{"state":"IL","state_name":"Illinois","count":20,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/illinois"},{"state":"CO","state_name":"Colorado","count":19,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/colorado"},{"state":"NJ","state_name":"New Jersey","count":19,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/new-jersey"},{"state":"MI","state_name":"Michigan","count":17,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/michigan"}],"state_scope":{"state":"KS","state_name":"Kansas","returned":8,"complete":true,"businesses":[{"name":"SSJ Planning Group LLC","city":"Lenexa","state":"KS","loan_count":1,"total_gross":2294000,"url":"https://dealroom.so/businesses/ssj-planning-group-llc-ks"},{"name":"MOKAN Wealth Management Inc","city":"Overland Park","state":"KS","loan_count":1,"total_gross":500000,"url":"https://dealroom.so/businesses/mokan-wealth-management-inc-ks"},{"name":"STORYONE LLC","city":"Leawood","state":"KS","loan_count":2,"total_gross":400000,"url":"https://dealroom.so/businesses/storyone-llc-ks"},{"name":"Juno Moneta, LLC","city":"Leawood","state":"KS","loan_count":1,"total_gross":342000,"url":"https://dealroom.so/businesses/juno-moneta-llc-ks"},{"name":"BR Holding Company, LLC","city":"Leawood","state":"KS","loan_count":1,"total_gross":315000,"url":"https://dealroom.so/businesses/br-holding-company-llc-ks"},{"name":"Summit Investment Advisors, Inc.","city":"Leawood","state":"KS","loan_count":1,"total_gross":215000,"url":"https://dealroom.so/businesses/summit-investment-advisors-inc-ks"},{"name":"Benjamin Lotterer","city":"Pittsburg","state":"KS","loan_count":1,"total_gross":160000,"url":"https://dealroom.so/businesses/benjamin-lotterer-ks"},{"name":"Forster Wealth Mgmt LLC","city":"Overland Park","state":"KS","loan_count":1,"total_gross":150000,"url":"https://dealroom.so/businesses/forster-wealth-mgmt-llc-ks"}]}},"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/portfolio-management-and-investment-advice/kansas","source_type":"DealRoom Data"}}