SBA Loans for Trusts: Top Lenders & Recent Approvals
NAICS 525NAICS 525 covers trusts, estates, and agency accounts businesses. Based on historical SBA 7(a) lending data.
Total Approvals
14
for Trusts
Median Loan Size
$450,000
per approval
Recent Activity
4
last 90 days through Mar 2025
NAICS 525 covers trusts, estates, and agency accounts businesses. This is a smaller category in SBA 7(a) lending with 14 approvals on record and a median loan size of $450,000.
Key trends & insights
- SBA lending to trusts businesses declined 11% year-over-year — from 18 to 16 approvals.
- Total SBA dollars flowing into this industry decreased by 63% year-over-year, reaching $7,155,500 in the trailing 12 months.
- The typical loan size for trusts has decreased 55% — average median moving from $1,113,200 to $504,000.
- SBA data for this industry goes through 2025-03-26 — the SBA releases lending data on a quarterly lag, so recent activity may not yet be reflected.
Lending trends for Trusts
Top lenders by historical volume
| # | Lender | Approvals | Median Size |
|---|---|---|---|
| 1 | 4 | $2,220,600 | |
| 2 | 3 | $394,700 | |
| 3 | 3 | $559,900 | |
| 4 | 2 | $150,000 | |
| 5 | 2 | $3,383,000 | |
| 6 | 2 | $3,815,000 | |
| 7 | 2 | $50,000 | |
| 8 | 2 | $3,100,000 | |
| 9 | 1 | $2,442,600 | |
| 10 | 1 | $1,229,000 | |
| 11 | 1 | $500,000 | |
| 12 | 1 | $380,000 | |
| 13 | 1 | $400,000 | |
| 14 | 1 | $50,000 | |
| 15 | 1 | $100,000 | |
| 16 | 1 | $1,905,000 | |
| 17 | 1 | $80,000 | |
| 18 | 1 | $760,000 | |
| 19 | 1 | $1,754,800 | |
| 20 | 1 | $350,000 |
Recent SBA 7(a) approvals for Trusts
| Month | Lender | Borrower | Location | Amount |
|---|---|---|---|---|
| 2025-12 | U.S. Bank, National Association | Cre*****Inc | COLORADO SPRINGS, CO | $812,700 |
| 2025-11 | Readycap Lending, LLC | Dom*****ncy | CROWN POINT, IN | $50,000 |
| 2025-03 | Community Choice CU | Ger*****Inc | Farmington, MI | $380,000 |
| 2025-01 | Magnifi Financial CU | RG *****LLC | West Allis, WI | $123,000 |
| 2024-11 | The Huntington National Bank | MIC*****LLC | FARMINGTON HILLS, MI | $50,000 |
| 2024-11 | Bar Harbor Bank & Trust | Bha*****ust | GLENBURN, ME | $760,000 |
| 2024-09 | Cadence Bank | Pay*****nc. | SARASOTA, FL | $190,000 |
| 2024-08 | CIBC Bank USA | Mut*****LLC | AUSTIN, TX | $477,500 |
| 2024-08 | Wells Fargo Bank National Association | The*****ust | ANAHEIM, CA | $1,217,300 |
| 2024-07 | Readycap Lending, LLC | SAN*****ORP | Miami, FL | $50,000 |
| 2023-12 | The Huntington National Bank | Ret*****LLC | CINCINNATI, OH | $686,000 |
| 2023-12 | Banner Bank | Reh*****LLC | SEATAC, WA | $500,000 |
| 2023-09 | Comerica Bank | You*****LLC | BLOOMFIELD HILLS, MI | $300,000 |
| 2023-03 | CDC Small Business Finance Corp. | Rio*****.C. | Chandler, AZ | $80,000 |
| 2023-03 | BankVista | MID*****NC. | MINNEAPOLIS, MN | $250,000 |
| 2022-12 | SouthState Bank, National Association | 429*****rp. | Pembroke, MA | $1,229,000 |
| 2022-10 | Fortifi Bank | Ave*****LLC | GREEN BAY, WI | $50,000 |
| 2022-06 | Newburyport Five Cents Savings Bank | SWM*****ust | NEWBURYPORT, MA | $500,000 |
| 2022-05 | The Bancorp Bank National Association | MCC*****LLC | Somerville, MA | $4,254,900 |
| 2022-05 | The Bancorp Bank National Association | Ste*****Inc | Milwaukie, OR | $196,100 |
| 2022-03 | Webster Bank National Association | Rou*****LLC | WILTON, CT | $350,000 |
| 2022-03 | Northern Bank and Trust Company | Oak*****LLC | Gloucester, MA | $1,540,300 |
| 2021-12 | The Bancorp Bank National Association | CW *****LLC | Newport Beach, CA | $937,000 |
| 2021-11 | American National Bank | D&S*****LLC | Surprise, AZ | $250,000 |
| 2021-11 | American National Bank | D&S*****LLC | Surprise, AZ | $3,383,000 |
Source: Historical SBA 7(a) lending records. Borrower names partially masked for privacy.
State-by-state breakdown
| # | State | Approvals |
|---|---|---|
| 1 | Arizona | 2 |
| 2 | California | 2 |
| 3 | Colorado | 1 |
| 4 | Florida | 1 |
| 5 | Idaho | 1 |
| 6 | Massachusetts | 1 |
| 7 | Michigan | 1 |
| 8 | Minnesota | 1 |
| 9 | South Carolina | 1 |
| 10 | Texas | 1 |
| 11 | Washington | 1 |
| 12 | Wisconsin | 1 |
SBA loans for Trusts by state
Similar industries
Frequently asked questions about SBA loans for Trusts
Who are the top SBA lenders for Trusts?▾
Based on historical SBA 7(a) data, the most active lenders for Trusts (NAICS 525) include THE Bancorp Bank, National Association, Wells Fargo Bank, National Association, THE Huntington National Bank, and 17 more. THE Bancorp Bank, National Association leads with 4 approved loans.
What is the typical SBA loan size for Trusts?▾
The median SBA 7(a) loan amount for Trusts businesses is $450,000, based on 14 total approved loans in the dataset.
Which states have the most SBA lending activity for Trusts?▾
Arizona leads with 2 SBA 7(a) approvals for Trusts, followed by California (2) and Colorado (1).
How do I find the best SBA lender for my trusts business?▾
Start by reviewing the lender rankings on this page, which are based on real SBA approval data for NAICS 525. You can also use the MyLenderPilot Lender Fit Quiz to get a personalized ranking based on your state, loan size, and years in business.
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