Investment Advice in North Carolina

10 investment advice businesses in North Carolina financed with SBA 7(a) loans, largest first. Each links to its complete record.

$2.2M

Block Wealth ManagementCharlotte, NC · 1 loan$1.9M

Kingsview Newco LLCRaleigh, NC · 1 loan$999K

Christopher Hunt CannonHickory, NC · 1 loan$775K

Socratic Better Wealth, LLCRaleigh, NC · 1 loan$697K

Hoss EsmaeiliRaleigh, NC · 1 loan$315K

Dogwood Wealth Advisors, LLCWinston Salem, NC · 1 loan$225K

Rutledge Financial Partners LLCMatthews, NC · 1 loan$98K

AI summary

North Carolina has 10 investment advice businesses on record financed with SBA 7(a) loans, the largest of which closed $7.8M in financing.

DealRoom.so SBA Intelligence ranks the SBA lenders actively financing investment advice deals in North Carolina and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can see who funds investment advice businesses in North Carolina before they approach a lender.

Source: DealRoom.so SBA Intelligence, based on public SBA, lender, franchise, FDIC, and related records. DealRoom is not a lender and does not guarantee financing.

Agent summary

This page lists public SBA 7(a)-financed investment advice businesses in North Carolina, largest first, from DealRoom.so SBA Intelligence. Each entry links to its complete public loan record. DealRoom is not a lender.

10 investment advice businesses financed in North Carolina
Largest deal on record: $7.8M
State: North Carolina
Industry: Investment Advice

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-15.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/intelligence/investment-advice/north-carolina
API:: https://dealroom.so/api/public/industries/investment-advice?state=north-carolina
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.
Results cover businesses with a project address in this state. Figures are historical public loan records, not a current offer or loan approval.

Financing a investment advice in North Carolina?

Tell us your deal and we'll point you to the SBA lenders already funding this industry in your state.

Free · No documents · Usually same-day

I authorize DealRoom to share my contact information with SBA lending partners and loan brokers (including partners who compensate DealRoom), who may contact me about financing. DealRoom is not a lender and makes no credit decision.

DealRoom analysis of public SBA 7(a) lending records with a North Carolina project address.