Industry intelligence
Portfolio Management and Investment Advice in South Carolina
7 portfolio management and investment advice businesses in South Carolina financed with SBA 7(a) loans, largest first. Each links to its complete record.
- Trebliq, LLCAiken, SC · 1 loan$1.4M
- By Design Wealth Management, LLCColumbia, SC · 1 loan$350K
- Kyle Atkins Financial Group IncSpartanburg, SC · 1 loan$300K
- Mobius Financial Advisors LLC
AI summary
South Carolina has 7 portfolio management and investment advice businesses on record financed with SBA 7(a) loans, the largest of which closed $1.4M in financing.
DealRoom.so SBA Intelligence ranks the SBA lenders actively financing portfolio management and investment advice deals in South Carolina 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 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 portfolio management and 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.
- 7 portfolio management and investment advice businesses financed in South Carolina
- Largest deal on record: $1.4M
- State: South Carolina
- 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/south-carolina
- Methodology:
- Sources & methodology
Financing a portfolio management and investment advice in South 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
DealRoom analysis of public SBA 7(a) lending records with a South Carolina project address.