SBA Loans for Securities Brokerage in California: Top Lenders
NAICS 523NAICS 523 covers securities brokerage businesses in California. Based on historical SBA 7(a) lending data.
Total Approvals
26
in California
Median Loan Size
$345,000
per approval
Recent Activity
4
last 90 days through Nov 2025
NAICS 523 covers securities brokerage businesses. This is a smaller category in SBA 7(a) lending with 26 approvals on record and a median loan size of $345,000.
Key trends & insights
- Live OAK Banking Company leads this industry with 5 approvals (19% market share) and a median loan of $350,000.
Most active SBA lenders for Securities Brokerage in California
| # | Lender | Approvals | Median Size |
|---|---|---|---|
| 1 | 5 | $350,000 | |
| 2 | 4 | $250,000 | |
| 3 | 3 | $875,000 | |
| 4 | 1 | $595,000 | |
| 5 | 1 | $1,500,000 | |
| 6 | 1 | $150,000 | |
| 7 | 1 | $200,000 | |
| 8 | 1 | $765,000 | |
| 9 | 1 | $150,000 | |
| 10 | 1 | $695,700 | |
| 11 | 1 | $238,000 | |
| 12 | 1 | $150,000 | |
| 13 | 1 | $340,000 | |
| 14 | 1 | $150,600 | |
| 15 | 1 | $378,000 | |
| 16 | 1 | $350,000 | |
| 17 | 1 | $150,000 |
Recent SBA 7(a) approvals for Securities Brokerage in California
| Month | Lender | Borrower | Location | Amount |
|---|---|---|---|---|
| 2025-12 | Northeast Bank | MIC*****INC | MURRIETA, CA | $280,000 |
| 2025-11 | Live Oak Banking Company | FUL*****INC | TEMECULA, CA | $350,000 |
| 2025-08 | California Bank of Commerce, NA | Van*****LLC | SANTA CLARITA, CA | $673,000 |
| 2025-08 | California Bank of Commerce, NA | Van*****LLC | SANTA CLARITA, CA | $378,000 |
| 2025-08 | Readycap Lending, LLC | Ast*****ent | CAMERON PARK, CA | $350,000 |
| 2025-07 | Byline Bank | Bri*****ing | GLENDALE, CA | $325,000 |
| 2025-07 | Grasshopper Bank National Association | Div*****tal | LOS ALTOS, CA | $1,500,000 |
| 2025-06 | Readycap Lending, LLC | Ast*****ent | Cameron Park, CA | $350,000 |
| 2025-03 | Sunwest Bank | Wes*****LLC | NEWPORT BEACH, CA | $200,000 |
| 2025-02 | Bank of America, National Association | Pro*****nc. | SAN DIEGO, CA | $552,500 |
| 2025-02 | Northeast Bank | SHI*****LLC | Westlake Village, CA | $29,300 |
| 2025-02 | CDC Small Business Finance Corp. | GAR*****ORP | South Gate, CA | $150,000 |
| 2025-02 | Newtek Bank, National Association | New*****ses | Los Angeles, CA | $800,000 |
| 2025-01 | Byline Bank | OPT*****NC. | LAGUNA HILLS, CA | $125,000 |
| 2025-01 | Live Oak Banking Company | ROO*****LLC | ENCINITAS, CA | $500,000 |
| 2024-12 | Readycap Lending, LLC | Ali*****ors | LAGUNA HILLS, CA | $355,500 |
| 2024-12 | Live Oak Banking Company | Nex*****LLC | WALNUT CREEK, CA | $820,000 |
| 2024-12 | Wells Fargo Bank National Association | 1CH****LLC | IRVINE, CA | $2,450,000 |
| 2024-10 | Live Oak Banking Company | MAT*****PEZ | WATSONVILLE, CA | $252,500 |
| 2024-08 | Comerica Bank | AGG*****LLC | WESTLAKE VILLAGE, CA | $69,000 |
| 2024-08 | JPMorgan Chase Bank, National Association | SIM*****NC. | CORONA, CA | $340,000 |
| 2024-07 | Celtic Bank Corporation | Fin*****LLC | AGOURA HILLS, CA | $67,800 |
| 2024-07 | Wells Fargo Bank National Association | Mog*****018 | SAN CARLOS, CA | $1,200,000 |
| 2024-06 | City National Bank | Duk*****ted | WESTLAKE VILLAGE, CA | $446,000 |
| 2024-05 | Banner Bank | All*****LLC | NAMPA, CA | $100,000 |
| 2024-04 | Live Oak Banking Company | Tho*****los | IRVINE, CA | $353,000 |
| 2024-04 | Live Oak Banking Company | Mic*****man | LOS ANGELES, CA | $1,374,000 |
| 2024-04 | Lendistry SBLC, LLC | Cha*****ent | COVINA, CA | $150,000 |
| 2024-03 | Live Oak Banking Company | Nap*****LLC | NAPA, CA | $450,000 |
| 2024-02 | Live Oak Banking Company | MON*****IES | LOS ANGELES, CA | $460,000 |
| 2023-11 | Byline Bank | Cit*****LLC | SAN FRANCISCO, CA | $1,185,000 |
| 2023-11 | Wells Fargo Bank National Association | HAU*****ENT | SAN DIEGO, CA | $245,000 |
| 2023-10 | U.S. Bank, National Association | SON*****LLC | SONOMA, CA | $606,500 |
| 2023-10 | Live Oak Banking Company | Lif*****LLC | BEVERLY HILLS, CA | $300,000 |
| 2023-10 | Live Oak Banking Company | Lif*****LLC | BEVERLY HILLS, CA | $500,000 |
| 2023-10 | Live Oak Banking Company | APP*****NC. | SACRAMENTO, CA | $1,395,000 |
| 2023-10 | Live Oak Banking Company | Hoo*****ons | CAMARILLO, CA | $370,000 |
| 2023-10 | Byline Bank | Lew*****ski | SIMI VALLEY, CA | $325,000 |
| 2023-09 | U.S. Bank, National Association | GAT*****INC | SAN DIEGO, CA | $70,900 |
| 2023-09 | BayFirst National Bank | Cla*****CFP | BURLINGAME, CA | $150,000 |
| 2023-09 | BayFirst National Bank | CHA*****LLC | LOS ANGELES, CA | $133,900 |
| 2023-09 | Byline Bank | Win*****ces | REDDING, CA | $1,500,000 |
| 2023-08 | Byline Bank | Win*****ces | REDDING, CA | $1,500,000 |
| 2023-06 | Newtek Bank, National Association | NEW*****LLC | PLAYA VISTA, CA | $350,000 |
| 2023-05 | Bank of America, National Association | Bar*****rp. | SAN DIEGO, CA | $4,887,000 |
| 2023-03 | Newtek Small Business Finance, Inc. | Fin*****LLC | SANTA CLARA, CA | $500,000 |
| 2023-02 | U.S. Bank, National Association | Sag*****lth | Orange, CA | $3,887,000 |
| 2023-01 | Live Oak Banking Company | JML*****nc. | SAN DIEGO, CA | $350,000 |
| 2023-01 | U.S. Bank, National Association | CMA*****LLC | DOWNEY, CA | $935,000 |
| 2023-01 | BayFirst National Bank | DOG*****LLC | SAN FRANCISCO, CA | $200,000 |
Source: Historical SBA 7(a) lending records. Borrower names partially masked for privacy.
Save your lender shortlist & build your packet
Answer 2 more questions to refine your ranking and export a lender-ready packet.
Save & export my packet