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SBA lending record

Sean Smith

3647 Sunset Pl, Honolulu, HI 96816 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$1.1M

Total SBA financing

1

Loan on record

FY2021

On record

2

Jobs supported

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

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The loan

$1,050,000 — FY2021

Gross approval: $1,050,000
SBA guaranteed: $945,000 (90%)
Status: Paid in full
Rate at approval: 6% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 7/1/2021
First disbursement: 7/26/2021
Days to fund: 25 days
Paid in full: 2/28/2023
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 2
Business type: Individual
Business age: Existing or more than 2 years old
Industry: Investment Advice
NAICS code: 523930
Lender: Byline Bank
Address: 3647 Sunset Pl
City: Honolulu, 96816
County: Honolulu
SBA district office: HAWAII DISTRICT OFFICE
Congressional district: 1

The lender

Byline Bank

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

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

SBA lenders in Hawaii Lenders for investment advice Investment Advice lenders in Hawaii

Similar businesses

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

LINCOLN K. KOIKE

Honolulu, HI· ~5 mi

Ameriprise Financial

$836K
SBA financing: ≈ $1.6M–$2.7M
Est. revenue (rough)

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JM CAPITAL AND CONSULTNG LLC

Honolulu, HI· ~5 mi

Investment Advice

$35K
SBA financing: ≈ $69K–$114K
Est. revenue (rough)

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Akiko Sakamoto

Honolulu, HI· ~5 mi

Investment Advice

$20K
SBA financing: ≈ $39K–$65K
Est. revenue (rough)

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Jennifer N. Gray

Winchester, MA

Ameriprise Financial

$1.5M
SBA financing: ≈ $2.9M–$4.8M
Est. revenue (rough)

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Oyster Bay SB, Inc

Winchester, MA

Ameriprise Financial

$1.6M
SBA financing: ≈ $3.2M–$5.3M
Est. revenue (rough)

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Tushaus Group, LLC

Scottsdale, AZ· ~2916 mi

Investment Advice

$951K
SBA financing: ≈ $1.9M–$3.1M
Est. revenue (rough)

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Agent summary

This page summarizes the public SBA 7(a) lending record for Sean Smith in Honolulu, HI (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 $1.1M
On record FY2021
2 jobs supported
Industry: Investment Advice
Location: Honolulu, HI
Lender: Byline Bank

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in HI for ~$1.1M deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.

Next steps

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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/sean-smith-hi
API:: https://dealroom.so/api/public/businesses/sean-smith-hi
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.

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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 Sean Smith.