{"ok":true,"canonical_url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/utah","api_url":"https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=utah","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":"UT","state_name":"Utah","returned":8,"complete":true,"businesses":[{"name":"Capita Financial Network LLC","city":"Draper","state":"UT","loan_count":1,"total_gross":3965900,"url":"https://dealroom.so/businesses/capita-financial-network-llc-ut"},{"name":"Bridgerland Financial Advisors, LLC","city":"American Fork","state":"UT","loan_count":1,"total_gross":500000,"url":"https://dealroom.so/businesses/bridgerland-financial-advisors-llc-ut"},{"name":"Holmgren Companies","city":"Draper","state":"UT","loan_count":1,"total_gross":250000,"url":"https://dealroom.so/businesses/holmgren-companies-ut"},{"name":"BC Consulting LLC","city":"Orem","state":"UT","loan_count":1,"total_gross":215000,"url":"https://dealroom.so/businesses/bc-consulting-llc-ut"},{"name":"Tenax Acquisition Inc.","city":"North Ogden","state":"UT","loan_count":1,"total_gross":200000,"url":"https://dealroom.so/businesses/tenax-acquisition-inc-ut"},{"name":"Green Street Wealth Advisors, LLC","city":"Taylorsville","state":"UT","loan_count":1,"total_gross":135000,"url":"https://dealroom.so/businesses/green-street-wealth-advisors-llc-ut"},{"name":"CANYON STRATEGIC WEALTH","city":"Farmington","state":"UT","loan_count":1,"total_gross":70200,"url":"https://dealroom.so/businesses/canyon-strategic-wealth-ut"},{"name":"Longhorn Financial LLC","city":"Bluffdale","state":"UT","loan_count":1,"total_gross":50000,"url":"https://dealroom.so/businesses/longhorn-financial-llc-ut"}]}},"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/utah","source_type":"DealRoom Data"}}