Industry intelligence
Trust, Fiduciary, and Custody Activities in California
3 trust, fiduciary, and custody activities businesses in California financed with SBA 7(a) loans, largest first. Each links to its complete record.
- Jeffrey M Baxley and Sara A Baxley as Trustees of THE BAXLEY FAMILY TRUST OF 201Anaheim, CA · 1 loan$4.0M
- Moghaddam Family Revocable Trust dated December 19, 2018San Carlos, CA · 1 loan$1.2M
- Professional Fiduciaries of San Diego, Inc.San Diego, CA · 1 loan$553K
AI summary
California has 3 trust, fiduciary, and custody activities businesses on record financed with SBA 7(a) loans, the largest of which closed $4.0M in financing.
DealRoom.so SBA Intelligence ranks the SBA lenders actively financing trust, fiduciary, and custody activities deals in California and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can see who funds trust, fiduciary, and custody activities businesses in California 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 trust, fiduciary, and custody activities businesses in California, largest first, from DealRoom.so SBA Intelligence. Each entry links to its complete public loan record. DealRoom is not a lender.
- 3 trust, fiduciary, and custody activities businesses financed in California
- Largest deal on record: $4.0M
- State: California
- Industry: Trust, Fiduciary, and Custody Activities
- 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.
- API:
- https://dealroom.so/api/public/industries/trust-fiduciary-and-custody-activities?state=california
- 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 California project address.