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Sum Storage LLC — SBA Loan Record (Morganton, NC) | DealRoom

Intelligence/Lessors of Miniwarehouses and Self-Storage Units/NC

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SBA lending record

Sum Storage LLC

518 E FLEMING DR, Morganton, NC 28655 · Lessors of Miniwarehouses and Self-Storage Units. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$4.0M

Total SBA financing

1

Loan on record

FY2025

On record

6

Jobs supported

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

Is Sum Storage 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

$4,050,000 — FY2025

Gross approval: $4,050,000
SBA guaranteed: $3,037,500 (75%)
Status: Current
Rate at approval: 8% v
Term: 312 mo (26 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 9/17/2025
First disbursement: 10/14/2025
Days to fund: 27 days
Collateral: Required
Jobs supported: 6
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Lessors of Miniwarehouses and Self-Storage Units
NAICS code: 531130
Lender: Live Oak Banking Company
Address: 518 E FLEMING DR
City: Morganton, 28655
County: Burke
SBA district office: NORTH CAROLINA DISTRICT OFFICE
Congressional district: 5

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 lessors of miniwarehouses and self-storage units — by location, industry.

SBA lenders in North Carolina Lenders for lessors of miniwarehouses and self-storage units Lessors of Miniwarehouses and Self-Storage Units lenders in North Carolina

Similar businesses

Comparable lessors of miniwarehouses and self-storage units in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

CUBEDUP MORGANTON LLC

Morganton, NC· ~4 mi

Lessors of Miniwarehouses and Self-Storage Units

$815K
SBA financing: ≈ $1.6M–$2.7M
Est. revenue (rough)

Portofino Enterprises LLC

Mooresville, NC· ~47 mi

Lessors of Miniwarehouses and Self-Storage Units

$4.2M
SBA financing: ≈ $8.1M–$14M
Est. revenue (rough)

River Rock Storage – Gastonia, LLC

Gastonia, NC· ~45 mi

Lessors of Miniwarehouses and Self-Storage Units

$5.0M
SBA financing: ≈ $9.8M–$16M
Est. revenue (rough)

Glen Alpine- 4 LLC

Morganton, NC· ~7 mi

Lessors of Miniwarehouses and Self-Storage Units

$595K
SBA financing: ≈ $1.2M–$1.9M
Est. revenue (rough)

Hub City Storage, LLC

Spartanburg, SC· ~60 mi

Lessors of Miniwarehouses and Self-Storage Units

$4.0M
SBA financing: ≈ $7.8M–$13M
Est. revenue (rough)

STORE MY BOAT LLC

Denver, NC· ~40 mi

Lessors of Miniwarehouses and Self-Storage Units

$1.9M
SBA financing: ≈ $3.8M–$6.3M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Sum Storage LLC in Morganton, NC (Lessors of Miniwarehouses and Self-Storage Units). 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 $4.0M
On record FY2025
6 jobs supported
Industry: Lessors of Miniwarehouses and Self-Storage Units
Location: Morganton, NC
Lender: Live Oak Banking Company

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Lessors of Miniwarehouses and Self-Storage Units businesses in NC for ~$4.0M 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/sum-storage-llc-nc
API:: https://dealroom.so/api/public/businesses/sum-storage-llc-nc
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 Sum Storage 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 Sum Storage LLC.