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TRED AVON FAMILY WEALTH, LLC — SBA Loan Record (Easton, MD) | DealRoom

Intelligence/Portfolio Management and Investment Advice/MD

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SBA lending record

TRED AVON FAMILY WEALTH, LLC

8603 Commerce Dr # 7a and b, Easton, MD 21601 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$80K

Total SBA financing

1

Loan on record

FY2025

On record

2

Jobs supported

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

Is TRED AVON FAMILY WEALTH, 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

$80,000 — FY2025

Gross approval: $80,000
SBA guaranteed: $68,000 (85%)
Status: Current
Rate at approval: 13.5% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 3/24/2025
First disbursement: 5/16/2025
Days to fund: 53 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: Readycap Lending, LLC
Address: 8603 Commerce Dr # 7a and b
City: Easton, 21601
County: Talbot
SBA district office: BALTIMORE DISTRICT OFFICE
Congressional district: 1

The lender

Readycap Lending, LLC

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

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.

HENRY WEALTH MANAGEMENT, LLC

Baltimore, MD· ~45 mi

Portfolio Management and Investment Advice

$66K
SBA financing: ≈ $129K–$216K
Est. revenue (rough)

CAPITAL AREA PLANNING GROUP LLC

Washington, DC· ~48 mi

Portfolio Management and Investment Advice

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

Pegasus Financial Planning LLC

King Of Prussia, PA· ~97 mi

Portfolio Management and Investment Advice

$78K
SBA financing: ≈ $153K–$255K
Est. revenue (rough)

ForwardLook Wealth Planning LLC

Reston, VA· ~69 mi

Portfolio Management and Investment Advice

$60K
SBA financing: ≈ $118K–$196K
Est. revenue (rough)

Shapiro & Lipchin Wealth Management, LLC

Ellicott City, MD· ~53 mi

Portfolio Management and Investment Advice

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

Clover Leaf Wealth Strategies LLC

Leesburg, VA· ~83 mi

Portfolio Management and Investment Advice

$60K
SBA financing: ≈ $118K–$196K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for TRED AVON FAMILY WEALTH, LLC in Easton, MD (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 $80K
On record FY2025
2 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Easton, MD
Lender: Readycap Lending, LLC

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 MD for ~$80k 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/tred-avon-family-wealth-llc-md
API:: https://dealroom.so/api/public/businesses/tred-avon-family-wealth-llc-md
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 TRED AVON FAMILY WEALTH, 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 TRED AVON FAMILY WEALTH, LLC.