SBA Loans for Securities Brokerage in North Carolina: Top Lenders
NAICS 523NAICS 523 covers securities brokerage businesses in North Carolina. Based on historical SBA 7(a) lending data.
Total Approvals
10
in North Carolina
Median Loan Size
$307,500
per approval
Recent Activity
0
last 90 days through Oct 2024
NAICS 523 covers securities brokerage businesses. This is a smaller category in SBA 7(a) lending with 10 approvals on record and a median loan size of $307,500.
Key trends & insights
- Securities Brokerage in North Carolina lending is concentrated — Live OAK Banking Company, Bayfirst National Bank, THE Fidelity Bank together account for 60% of all approvals. If you're in this industry, these are your highest-probability lenders.
- Live OAK Banking Company leads this industry with 4 approvals (40% market share) and a median loan of $610,000.
- SBA data for this industry goes through 2024-10-04 — the SBA releases lending data on a quarterly lag, so recent activity may not yet be reflected.
Most active SBA lenders for Securities Brokerage in North Carolina
| # | Lender | Approvals | Median Size |
|---|---|---|---|
| 1 | 4 | $610,000 | |
| 2 | 1 | $90,000 | |
| 3 | 1 | $999,000 | |
| 4 | 1 | $697,000 | |
| 5 | 1 | $50,000 | |
| 6 | 1 | $350,000 | |
| 7 | 1 | $75,000 |
Recent SBA 7(a) approvals for Securities Brokerage in North Carolina
| Month | Lender | Borrower | Location | Amount |
|---|---|---|---|---|
| 2024-10 | CDC Small Business Finance Corp. | Gri*****LLC | Durham, NC | $350,000 |
| 2024-07 | Live Oak Banking Company | Mar*****iro | WILMINGTON, NC | $265,000 |
| 2024-06 | The Fidelity Bank | Kin*****LLC | RALEIGH, NC | $999,000 |
| 2023-11 | First Command Bank | Cap*****LLC | Fayetteville, NC | $50,000 |
| 2023-04 | Live Oak Banking Company | Cro*****LLC | CHARLOTTE, NC | $955,000 |
| 2022-06 | TD Bank, National Association | IDE*****LLC | WAXHAW, NC | $75,000 |
| 2022-04 | Live Oak Banking Company | Fam*****LLC | CARY, NC | $257,000 |
| 2021-08 | PNC Bank, National Association | Soc*****LLC | RALEIGH, NC | $697,000 |
| 2021-05 | BayFirst National Bank | Car*****nc. | GREENVILLE, NC | $90,000 |
| 2020-12 | Byline Bank | Chr*****non | HICKORY, NC | $775,000 |
| 2020-01 | Live Oak Banking Company | Lif*****LLC | RALEIGH, NC | $1,680,000 |
Source: Historical SBA 7(a) lending records. Borrower names partially masked for privacy.
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