Portfolio Management and Investment Advice in Maryland

8 portfolio management and investment advice businesses in Maryland financed with SBA 7(a) loans, largest first. Each links to its complete record.

$150K

Burkholder & Associates LLCChevy Chase, MD · 1 loan$150K

TRED AVON FAMILY WEALTH, LLCEaston, MD · 1 loan$80K

HENRY WEALTH MANAGEMENT, LLCBaltimore, MD · 1 loan$66K

DANAHER FINANCIAL LLCHunt Valley, MD · 1 loan$20K

ABM Wealth Planning AssociatesCockeysville, MD · 1 loan$10K

AI summary

Maryland has 8 portfolio management and investment advice businesses on record financed with SBA 7(a) loans, the largest of which closed $679K in financing.

DealRoom.so SBA Intelligence ranks the SBA lenders actively financing portfolio management and investment advice deals in Maryland and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can see who funds portfolio management and investment advice businesses in Maryland 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 portfolio management and investment advice businesses in Maryland, largest first, from DealRoom.so SBA Intelligence. Each entry links to its complete public loan record. DealRoom is not a lender.

8 portfolio management and investment advice businesses financed in Maryland
Largest deal on record: $679K
State: Maryland
Industry: Portfolio Management and Investment Advice

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/intelligence/portfolio-management-and-investment-advice/maryland
API:: https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=maryland
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.

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