{"ok":true,"canonical_url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/south-carolina","api_url":"https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=south-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":"SC","state_name":"South Carolina","returned":7,"complete":true,"businesses":[{"name":"Trebliq, LLC","city":"Aiken","state":"SC","loan_count":1,"total_gross":1395000,"url":"https://dealroom.so/businesses/trebliq-llc-sc"},{"name":"By Design Wealth Management, LLC","city":"Columbia","state":"SC","loan_count":1,"total_gross":350000,"url":"https://dealroom.so/businesses/by-design-wealth-management-llc-sc"},{"name":"Kyle Atkins Financial Group Inc","city":"Spartanburg","state":"SC","loan_count":1,"total_gross":300000,"url":"https://dealroom.so/businesses/kyle-atkins-financial-group-inc-sc"},{"name":"Mobius Financial Advisors LLC","city":"Sunset","state":"SC","loan_count":2,"total_gross":225000,"url":"https://dealroom.so/businesses/mobius-financial-advisors-llc-sc"},{"name":"Ten 3 One Services, LLC","city":"Greenville","state":"SC","loan_count":1,"total_gross":100000,"url":"https://dealroom.so/businesses/ten-3-one-services-llc-sc"},{"name":"The Roberts Companies, Inc.","city":"Fort Mill","state":"SC","loan_count":1,"total_gross":100000,"url":"https://dealroom.so/businesses/the-roberts-companies-inc-sc"},{"name":"Navigation Planning Group LLC","city":"Greenville","state":"SC","loan_count":1,"total_gross":50000,"url":"https://dealroom.so/businesses/navigation-planning-group-llc-sc"}]}},"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/south-carolina","source_type":"DealRoom Data"}}