{"ok":true,"canonical_url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/ohio","api_url":"https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=ohio","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 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LLC","city":"Youngstown","state":"OH","loan_count":3,"total_gross":416200,"url":"https://dealroom.so/businesses/dynamic-portfolio-strategies-llc-oh"},{"name":"Financial Wellness Partners LLC","city":"Strongsville","state":"OH","loan_count":1,"total_gross":311000,"url":"https://dealroom.so/businesses/financial-wellness-partners-llc-oh"},{"name":"Hope Financial Group LLC","city":"Stow","state":"OH","loan_count":2,"total_gross":281000,"url":"https://dealroom.so/businesses/hope-financial-group-llc-oh"},{"name":"G2 CAPITAL MANAGEMENT, LLC","city":"Columbus","state":"OH","loan_count":1,"total_gross":250000,"url":"https://dealroom.so/businesses/g2-capital-management-llc-oh"},{"name":"Elevated Wealth Advisory Group, LLC","city":"Columbus","state":"OH","loan_count":2,"total_gross":226200,"url":"https://dealroom.so/businesses/elevated-wealth-advisory-group-llc-oh"},{"name":"J.F.Collins Wealth, LLC","city":"Hinckley","state":"OH","loan_count":2,"total_gross":100000,"url":"https://dealroom.so/businesses/j-f-collins-wealth-llc-oh"},{"name":"Jason Buehner","city":"Westerville","state":"OH","loan_count":1,"total_gross":75000,"url":"https://dealroom.so/businesses/jason-buehner-oh"},{"name":"P. Randolph Financial Group LLC","city":"Westerville","state":"OH","loan_count":1,"total_gross":65000,"url":"https://dealroom.so/businesses/p-randolph-financial-group-llc-oh"},{"name":"Jason A Buehner","city":"Westerville","state":"OH","loan_count":1,"total_gross":53000,"url":"https://dealroom.so/businesses/jason-a-buehner-oh"},{"name":"GRUBB WEALTH MANAGEMENT LLC","city":"Columbus","state":"OH","loan_count":1,"total_gross":45000,"url":"https://dealroom.so/businesses/grubb-wealth-management-llc-oh"},{"name":"Sage Trading Collective LLC","city":"Sylvania","state":"OH","loan_count":1,"total_gross":40000,"url":"https://dealroom.so/businesses/sage-trading-collective-llc-oh"},{"name":"REGIENALD  BROWLEY","city":"Columbus","state":"OH","loan_count":1,"total_gross":20000,"url":"https://dealroom.so/businesses/regienald-browley-oh"},{"name":"Amanda Green","city":"Columbus","state":"OH","loan_count":1,"total_gross":9700,"url":"https://dealroom.so/businesses/amanda-green-oh"}]}},"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/ohio","source_type":"DealRoom Data"}}