Industry intelligence
Investment Advice in South Carolina
4 investment advice businesses in South Carolina financed with SBA 7(a) loans, largest first. Each links to its complete record.
- Rudolf J. HeinMount Pleasant, SC · 1 loan$230K
- Capasso Planning Partners LLCCharleston, SC · 1 loan$150K
- Jonathan TrbovichSpartanburg, SC · 1 loan$89K
- Charleston Investment Advisors, LLCMount Pleasant, SC · 1 loan$86K
AI summary
South Carolina has 4 investment advice businesses on record financed with SBA 7(a) loans, the largest of which closed $230K in financing.
DealRoom.so SBA Intelligence ranks the SBA lenders actively financing investment advice deals in South Carolina and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can see who funds investment advice businesses in South 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 South Carolina, largest first, from DealRoom.so SBA Intelligence. Each entry links to its complete public loan record. DealRoom is not a lender.
- 4 investment advice businesses financed in South Carolina
- Largest deal on record: $230K
- State: South Carolina
- Industry: Investment Advice
- 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.
- Methodology:
- Sources & methodology
- Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
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DealRoom analysis of public SBA 7(a) lending records with a South Carolina project address.