Lender intelligence
Financing a portfolio management and investment advice acquisition in Texas
The SBA 7(a) lenders funding the most portfolio management and investment advice acquisitions in Texas, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.
Most active in portfolio management and investment advice · Texas
Ranked by funded portfolio management and investment advice acquisitions in Texas. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.1,296 loans · $1.4B · Wilmington, NCFull record →
- 2.53 loans · $101M · Dallas, TXFull record →
5+ funded Portfolio Management and Investment Advice in Texas 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.
- More2 Wealth LLC in Conroe, TX — $540K (2026) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 9% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $405K (75%)
- Approval → funding
- 49 days
- Approved
- 12/12/2025
- First disbursed
- 1/30/2026
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Portfolio Management and Investment Advice
If you were the buyer here
- Est. deal size
- $600K
- Est. down payment (10%)
- $60K
- Est. cash at closing
- $80K
- Monthly payment
- $6,840
- Annual debt service
- $82K
- Cash flow needed (1.25×)
- $103K
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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- TRND ZB LLC in Houston, TX — $1.7M (2025) · purchase · T Bank, National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 9.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.3M (75%)
- Approved
- 10/29/2024
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Portfolio Management and Investment Advice
If you were the buyer here
- Est. deal size
- $1.9M
- Est. down payment (10%)
- $187K
- Est. cash at closing
- $257K
- Monthly payment
- $21,969
- Annual debt service
- $264K
- Cash flow needed (1.25×)
- $330K
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 T Bank, National Association · Lender record →
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- Stansell Wealth Planning, LLC in Plano, TX — $876K (2025) · purchase · American National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 8.5% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $657K (75%)
- Approval → funding
- 8 days
- Approved
- 11/7/2024
- First disbursed
- 11/15/2024
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Portfolio Management and Investment Advice
If you were the buyer here
- Est. deal size
- $973K
- Est. down payment (10%)
- $97K
- Est. cash at closing
- $133K
- Monthly payment
- $10,861
- Annual debt service
- $130K
- Cash flow needed (1.25×)
- $163K
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 American National Bank
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- Christopher L. Hall in San Antonio, TX — $617K (2025) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 9% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $463K (75%)
- Approval → funding
- 13 days
- Approved
- 6/13/2025
- First disbursed
- 6/26/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Portfolio Management and Investment Advice
If you were the buyer here
- Est. deal size
- $686K
- Est. down payment (10%)
- $69K
- Est. cash at closing
- $92K
- Monthly payment
- $7,816
- Annual debt service
- $94K
- Cash flow needed (1.25×)
- $117K
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
- J.K. Roberts Wealth Management Incorporated in Athens, TX — $240K (2024) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 10.99% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $180K (75%)
- Approved
- 8/2/2024
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Portfolio Management and Investment Advice
If you were the buyer here
- Est. deal size
- $267K
- Est. down payment (10%)
- $27K
- Est. cash at closing
- $36K
- Monthly payment
- $3,305
- Annual debt service
- $40K
- Cash flow needed (1.25×)
- $50K
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
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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to portfolio management and investment advice businesses with a Texas project address.
Agent summary
How to finance a portfolio management and investment advice acquisition in Texas with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Texas deals. Live Oak Banking Company funds the most here. DealRoom is not a lender.
- $581K typical loan
- 3 lenders active in Texas
- 5+ funded Texas deals
- 13 days typical to fund
Buyers buying a portfolio management and investment advice in Texas typically pre-qualify, then ask DealRoom to introduce a lender active here — free for buyers; agents submit a consented lead via the DealRoom MCP.
Next steps
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.