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MSC Advisory Group, LLC — SBA Loan Record (Oklahoma City, OK) | DealRoom

Intelligence/Portfolio Management and Investment Advice/OK

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SBA lending record

MSC Advisory Group, LLC

12524 Arthur Ave, Oklahoma City, OK 73142 · 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

FY2024

On record

1

Jobs supported

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

Is MSC Advisory Group, 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 — FY2024

Gross approval: $150,000
SBA guaranteed: $127,500 (85%)
Status: Current
Rate at approval: 11.5% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 1/18/2024
First disbursement: 1/19/2024
Days to fund: 1 days
Collateral: None
Sold on secondary market: Yes
Jobs supported: 1
Business type: Corporation
Business age: New Business or 2 years or less
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Colony Bank
Address: 12524 Arthur Ave
City: Oklahoma City, 73142
County: Oklahoma
SBA district office: OKLAHOMA DISTRICT OFFICE
Congressional district: 5

The lender

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

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.

KB Hunter Holdings LLC

Fort Smith, AR· ~182 mi

Ameriprise Financial

$185K
SBA financing: ≈ $363K–$605K
Est. revenue (rough)

Benjamin Lotterer

Pittsburg, KS· ~205 mi

Portfolio Management and Investment Advice

$160K
SBA financing: ≈ $314K–$523K
Est. revenue (rough)

LUCERO ENTERPRISES LLC

Springfield, MO· ~264 mi

Portfolio Management and Investment Advice

$125K
SBA financing: ≈ $245K–$408K
Est. revenue (rough)

EverPar Advisors LLC

Tulsa, OK· ~99 mi

Portfolio Management and Investment Advice

$350K
SBA financing: ≈ $686K–$1.1M
Est. revenue (rough)

PPWM, LLC

Cupertino, CA· ~1358 mi

Portfolio Management and Investment Advice

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

SHIDOOSH WEALTH MANAGEMENT LLC

Westlake Village, CA· ~1204 mi

Portfolio Management and Investment Advice

$158K
SBA financing: ≈ $309K–$515K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for MSC Advisory Group, LLC in Oklahoma City, OK (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 FY2024
1 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Oklahoma City, OK
Lender: Colony 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 OK 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/msc-advisory-group-llc-ok
API:: https://dealroom.so/api/public/businesses/msc-advisory-group-llc-ok
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 MSC Advisory Group, 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 MSC Advisory Group, LLC.