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Boardroom Brokerage, Inc. — SBA Loan Record (Florence, KY) | DealRoom

Intelligence/Portfolio Management and Investment Advice/KY

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SBA lending record

Boardroom Brokerage, Inc.

75 Cavalier Blvd STE 316, Florence, KY 41042 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$100K

Total SBA financing

1

Loan on record

FY2023

On record

—

Jobs supported

● business — business location is the ZIP-area centroid from the public record

Is Boardroom Brokerage, Inc. your business?

This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.

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The loan

$100,000 — FY2023

Gross approval: $100,000
SBA guaranteed: $50,000 (50%)
Status: Current
Rate at approval: 10.25% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 7/11/2023
First disbursement: 7/20/2023
Days to fund: 9 days
Collateral: Required
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: The Huntington National Bank
Address: 75 Cavalier Blvd STE 316
City: Florence, 41042
County: Boone
SBA district office: KENTUCKY DISTRICT OFFICE
Congressional district: 4

The lender

The Huntington National Bank

1 loan to this businessFull SBA lending record + branches on the lender page →

Find SBA lenders for businesses like this

The banks most active funding portfolio management and investment advice — by location, industry.

SBA lenders in Kentucky Lenders for portfolio management and investment advice Portfolio Management and Investment Advice lenders in Kentucky

Similar businesses

Comparable portfolio management and investment advice in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

ARGENTARII, LLC

Cincinnati, OH· ~14 mi

Portfolio Management and Investment Advice

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

Jason Buehner

Westerville, OH· ~123 mi

Portfolio Management and Investment Advice

$75K
SBA financing: ≈ $147K–$245K
Est. revenue (rough)

P. Randolph Financial Group LLC

Westerville, OH· ~119 mi

Portfolio Management and Investment Advice

$65K
SBA financing: ≈ $127K–$212K
Est. revenue (rough)

Siminou Wealth Management Corp.

Kings Point, NY· ~589 mi

Portfolio Management and Investment Advice

$100K
SBA financing: ≈ $196K–$327K
Est. revenue (rough)

Elevated Wealth Advisory Group, LLC

Columbus, OH· ~117 mi

Portfolio Management and Investment Advice

$226K
SBA financing: ≈ $444K–$739K
Est. revenue (rough)

Jason A Buehner

Westerville, OH· ~123 mi

Portfolio Management and Investment Advice

$53K
SBA financing: ≈ $104K–$173K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Boardroom Brokerage, Inc. in Florence, KY (Portfolio Management and Investment Advice). DealRoom compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.

1 SBA 7(a) loan totaling $100K
On record FY2023
Industry: Portfolio Management and Investment Advice
Location: Florence, KY
Lender: The Huntington National Bank

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Portfolio Management and Investment Advice businesses in KY for ~$100k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.

Next steps

Pre-qualify this deal→Talk to a loan broker→Find SBA lenders→Compare similar deals→

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/boardroom-brokerage-inc-ky
API:: https://dealroom.so/api/public/businesses/boardroom-brokerage-inc-ky
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and DealRoom methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. DealRoom is not a lender.

Is Boardroom Brokerage, Inc. your business?

This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.

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DealRoom listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Boardroom Brokerage, Inc..