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Capstone Investment Management LLC — SBA Loan Record (Palm Coast, FL) | DealRoom

Intelligence/Portfolio Management and Investment Advice/FL

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SBA lending record

Capstone Investment Management LLC

18 MARKET AVE, Palm Coast, FL 32164 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$150K

Total SBA financing

1

Loan on record

FY2026

On record

2

Jobs supported

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

Is Capstone Investment Management LLC 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

$150,000 — FY2026

Gross approval: $150,000
SBA guaranteed: $127,500 (85%)
Status: Current
Rate at approval: 9.49% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 12/18/2025
First disbursement: 12/24/2025
Days to fund: 6 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 2
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Live Oak Banking Company
Address: 18 MARKET AVE
City: Palm Coast, 32164
County: Flagler
SBA district office: NORTH FLORIDA DISTRICT OFFICE
Congressional district: 6

The lender

Live Oak Banking Company

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

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.

Jon Marvin Fletcher

Jacksonville, FL· ~56 mi

Portfolio Management and Investment Advice

$150K
SBA financing: ≈ $294K–$490K
Est. revenue (rough)

ELEVATE IV, LLC

Orlando, FL· ~64 mi

Portfolio Management and Investment Advice

$150K
SBA financing: ≈ $294K–$490K
Est. revenue (rough)

Keystone Private Wealth, Inc.

Maitland, FL· ~59 mi

Portfolio Management and Investment Advice

$295K
SBA financing: ≈ $578K–$964K
Est. revenue (rough)

Pantheon Investments LLC

Nokomis, FL· ~178 mi

Portfolio Management and Investment Advice

$150K
SBA financing: ≈ $294K–$490K
Est. revenue (rough)

SimplePath Retirement, LLC

Palm Harbor, FL· ~135 mi

Portfolio Management and Investment Advice

$150K
SBA financing: ≈ $294K–$490K
Est. revenue (rough)

Sydney Alexander Manderson

Pinellas Park, FL· ~144 mi

Portfolio Management and Investment Advice

$149K
SBA financing: ≈ $293K–$488K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Capstone Investment Management LLC in Palm Coast, FL (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 $150K
On record FY2026
2 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Palm Coast, FL
Lender: Live Oak Banking Company

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 FL for ~$150k 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 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/capstone-investment-management-llc-fl
API:: https://dealroom.so/api/public/businesses/capstone-investment-management-llc-fl
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 Capstone Investment Management LLC 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 Capstone Investment Management LLC.