{"ok":true,"canonical_url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/north-carolina","api_url":"https://dealroom.so/api/public/industries/portfolio-management-and-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":"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":"NC","state_name":"North Carolina","returned":12,"complete":true,"businesses":[{"name":"WEALTH MANAGEMENT GROUP, INCORPORATED","city":"Winston Salem","state":"NC","loan_count":1,"total_gross":2100000,"url":"https://dealroom.so/businesses/wealth-management-group-incorporated-nc"},{"name":"ADAPTFIRST INVESTMENTS LLC","city":"Kernersville","state":"NC","loan_count":1,"total_gross":1300000,"url":"https://dealroom.so/businesses/adaptfirst-investments-llc-nc"},{"name":"Dixon and Company Wealth Management, LLC","city":"Winston Salem","state":"NC","loan_count":1,"total_gross":579000,"url":"https://dealroom.so/businesses/dixon-and-company-wealth-management-llc-nc"},{"name":"The Breit Group, LLC","city":"Wrightsville Beach","state":"NC","loan_count":1,"total_gross":400000,"url":"https://dealroom.so/businesses/the-breit-group-llc-nc"},{"name":"HealthRight Products, LLC.","city":"Greensboro","state":"NC","loan_count":1,"total_gross":355000,"url":"https://dealroom.so/businesses/healthright-products-llc-nc"},{"name":"Grid 202 LLC","city":"Durham","state":"NC","loan_count":1,"total_gross":350000,"url":"https://dealroom.so/businesses/grid-202-llc-nc"},{"name":"Martin Aaron Shapiro","city":"Wilmington","state":"NC","loan_count":1,"total_gross":265000,"url":"https://dealroom.so/businesses/martin-aaron-shapiro-nc"},{"name":"Strategic Advisory Partners","city":"Greensboro","state":"NC","loan_count":1,"total_gross":100300,"url":"https://dealroom.so/businesses/strategic-advisory-partners-nc"},{"name":"Wall Street Investments, LLC","city":"Clinton","state":"NC","loan_count":1,"total_gross":80000,"url":"https://dealroom.so/businesses/wall-street-investments-llc-nc"},{"name":"IDEAL FUNDING LLC","city":"Waxhaw","state":"NC","loan_count":1,"total_gross":75000,"url":"https://dealroom.so/businesses/ideal-funding-llc-nc"},{"name":"FWC FINANCIAL, LLC","city":"Cary","state":"NC","loan_count":1,"total_gross":70000,"url":"https://dealroom.so/businesses/fwc-financial-llc-nc"},{"name":"Capital Acquisitions Financial Services LLC","city":"Fayetteville","state":"NC","loan_count":1,"total_gross":50000,"url":"https://dealroom.so/businesses/capital-acquisitions-financial-services-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/portfolio-management-and-investment-advice/north-carolina","source_type":"DealRoom Data"}}