Portfolio Management and Investment Advice in Virginia

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

Gainesville, VA · 1 loan

$205K

HENDERSON FINANCIAL GROUP LLCVirginia Beach, VA · 1 loan$200K

AZTLAN EQUITY MANAGEMENT, LLCMc Lean, VA · 1 loan$150K

ForwardLook Wealth Planning LLCReston, VA · 1 loan$60K

Clover Leaf Wealth Strategies LLCLeesburg, VA · 1 loan$60K

Brinser Consulting, LLCLeesburg, VA · 1 loan$25K

AI summary

Virginia has 8 portfolio management and investment advice businesses on record financed with SBA 7(a) loans, the largest of which closed $3.6M in financing.

DealRoom.so SBA Intelligence ranks the SBA lenders actively financing portfolio management and investment advice deals in Virginia 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 Virginia 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 Virginia, 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 Virginia
Largest deal on record: $3.6M
State: Virginia
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/virginia
API:: https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=virginia
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 Virginia project address.