Lender intelligence
Financing a investment advice acquisition in California
The SBA 7(a) lenders funding the most investment advice acquisitions in California, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.
Most active in investment advice · California
Ranked by funded investment advice acquisitions in California. Tap a lender for its full record, or hit Get in touch for an introduction.
Not enough public investment advice loan history in California to rank lenders yet. See investment advice lenders nationwide →
4+ funded Investment Advice in California deals
Real SBA 7(a) acquisitions from public records — see who got funded, for how much, and by which lender. Tap any deal for the full record.
- Kelsey Financial, LLC in Moorpark, CA — $475K (2021) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $356K (75%)
- Approval → funding
- 15 days
- Approved
- 12/16/2020
- First disbursed
- 12/31/2020
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Jobs supported
- 5
- Business age
- Change of Ownership
- Industry
- Investment Advice
If you were the buyer here
- Est. deal size
- $528K
- Est. down payment (10%)
- $53K
- Est. cash at closing
- $71K
- Monthly payment
- $5,179
- Annual debt service
- $62K
- Cash flow needed (1.25×)
- $78K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Live Oak Banking Company · Lender record →
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- PHUONG N QUACH SP in Santa Clara, CA — $1.5M (2020) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.75% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.1M (75%)
- Approval → funding
- 8 days
- Approved
- 8/18/2020
- First disbursed
- 8/26/2020
- Loan status
- Paid in full (1/31/2026)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- Investment Advice
If you were the buyer here
- Est. deal size
- $1.7M
- Est. down payment (10%)
- $168K
- Est. cash at closing
- $230K
- Monthly payment
- $16,575
- Annual debt service
- $199K
- Cash flow needed (1.25×)
- $249K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
- Ahmad Financial Inc. in Milpitas, CA — $171K (2020) · purchase · Pathward National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 7.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $145K (85%)
- Approved
- 2/13/2020
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Business age
- Change of Ownership
- Industry
- Investment Advice
If you were the buyer here
- Est. deal size
- $190K
- Est. down payment (10%)
- $19K
- Est. cash at closing
- $25K
- Monthly payment
- $2,030
- Annual debt service
- $24K
- Cash flow needed (1.25×)
- $30K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Pathward National Association · Lender record →
Your business? Claim this record · Request removal
- Ahmad Financial Inc. in Milpitas, CA — $150K (2020) · purchase · Pathward National Association
- Program
- 7a General
- Rate at approval
- 7.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $128K (85%)
- Approval → funding
- 26 days
- Approved
- 3/5/2020
- First disbursed
- 3/31/2020
- Loan status
- Paid in full (9/30/2025)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Investment Advice
If you were the buyer here
- Est. deal size
- $167K
- Est. down payment (10%)
- $17K
- Est. cash at closing
- $21K
- Monthly payment
- $1,781
- Annual debt service
- $21K
- Cash flow needed (1.25×)
- $27K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Pathward National Association · Lender record →
Your business? Claim this record · Request removal
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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to investment advice businesses with a California project address.
Agent summary
How to finance a investment advice acquisition in California with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded California deals. DealRoom is not a lender.
- $877K typical loan
- 2 lenders active in California
- 4+ funded California deals
- 15 days typical to fund
Buyers buying a investment advice in California typically pre-qualify, then ask DealRoom to introduce a lender active here — free for buyers; agents submit a consented lead via the DealRoom MCP.
- 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.