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The Roberts Companies, Inc. — SBA Loan Record (Fort Mill, SC) | DealRoom

Intelligence/Portfolio Management and Investment Advice/SC

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SBA lending record

The Roberts Companies, Inc.

850 Bee Balm Trl, Fort Mill, SC 29708 · 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

4

Jobs supported

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

Is The Roberts Companies, 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: $85,000 (85%)
Status: Current
Rate at approval: 9% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 10/17/2022
First disbursement: 11/7/2022
Days to fund: 21 days
Collateral: None
Sold on secondary market: Yes
Jobs supported: 4
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Capital Bank, National Association
Address: 850 Bee Balm Trl
City: Fort Mill, 29708
County: York
SBA district office: SOUTH CAROLINA DISTRICT OFFICE
Congressional district: 5

The lender

Capital Bank, National Association

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

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.

IDEAL FUNDING LLC

Waxhaw, NC· ~13 mi

Portfolio Management and Investment Advice

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

Ten 3 One Services, LLC

Greenville, SC· ~80 mi

Portfolio Management and Investment Advice

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

Strategic Advisory Partners

Greensboro, NC· ~101 mi

Portfolio Management and Investment Advice

$100K
SBA financing: ≈ $197K–$328K
Est. revenue (rough)

Wall Street Investments, LLC

Clinton, NC· ~150 mi

Portfolio Management and Investment Advice

$80K
SBA financing: ≈ $157K–$261K
Est. revenue (rough)

FWC FINANCIAL, LLC

Cary, NC· ~135 mi

Portfolio Management and Investment Advice

$70K
SBA financing: ≈ $137K–$229K
Est. revenue (rough)

Navigation Planning Group LLC

Greenville, SC· ~80 mi

Portfolio Management and Investment Advice

$50K
SBA financing: ≈ $98K–$163K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for The Roberts Companies, Inc. in Fort Mill, SC (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
4 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Fort Mill, SC
Lender: Capital Bank, National Association

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 SC 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/the-roberts-companies-inc-sc
API:: https://dealroom.so/api/public/businesses/the-roberts-companies-inc-sc
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 The Roberts Companies, 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 The Roberts Companies, Inc..