SBA lending record
ADK Wealth Advisory Group
12935 NORTH OUTER 40 DRIVE, Saint Louis, MO 63141 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$650K
Total SBA financing
2
Loans on record
FY2020–25
On record
13
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is ADK Wealth Advisory Group your business?
This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.
All 2 loans
$400,000 — FY2025
Loan 1 of 2- Gross approval
- $400,000
- SBA guaranteed
- $200,000 (50%)
- Status
- Current
- Rate at approval
- 10.5% v
- Term
- 120 mo (10 yr)
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 6/25/2025
- First disbursement
- 6/30/2025
- Days to fund
- 5 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 12
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Portfolio Management and Investment Advice
- NAICS code
- 523940
- Lender
- Live Oak Banking Company
- Address
- 12935 NORTH OUTER 40 DRIVE
- City
- Saint Louis, 63141
- County
- Saint Louis
- SBA district office
- ST. LOUIS DISTRICT OFFICE
- Congressional district
- 1
$250,000 — FY2020
Loan 2 of 2- Gross approval
- $250,000
- SBA guaranteed
- $187,500 (75%)
- Status
- Current
- Rate at approval
- 5.75% v
- Term
- 84 mo (7 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 8/12/2020
- First disbursement
- 8/25/2020
- Days to fund
- 13 days
- Collateral
- Required
- Jobs supported
- 1
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Investment Advice
- NAICS code
- 523930
- Lender
- Live Oak Banking Company
- Address
- 12935 NORTH OUTER 40 DRIVE
- City
- Saint Louis, 63141
- County
- Saint Louis
- SBA district office
- ST. LOUIS DISTRICT OFFICE
- Congressional district
- 1
The lender
Live Oak Banking Company
2 loans to this businessFull SBA lending record + branches on the lender page →Find SBA lenders for businesses like this
The banks most active funding investment advice — by location, industry.
Similar businesses
Comparable investment advice in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
Kyle Matthew Segelle
Chesterfield, MO· ~3 mi
Ameriprise Financial
- $2.9M
- SBA financing
- ≈ $5.7M–$9.5M
- Est. revenue (rough)
Opel Private Wealth LLC
Edwardsville, IL· ~28 mi
Investment Advice
- $232K
- SBA financing
- ≈ $455K–$758K
- Est. revenue (rough)
Riverbend Financial Group, LLC
Jeffersonville, IN· ~256 mi
Investment Advice
- $580K
- SBA financing
- ≈ $1.1M–$1.9M
- Est. revenue (rough)
Concord Wealth Partners LLC
Abingdon, VA· ~481 mi
Investment Advice
- $600K
- SBA financing
- ≈ $1.2M–$2.0M
- Est. revenue (rough)
Nest Egg Wealth Management, Inc
Peoria, IL· ~150 mi
Investment Advice
- $350K
- SBA financing
- ≈ $686K–$1.1M
- Est. revenue (rough)
Hamilton Group Advisors, LLC
Greenwood Village, CO· ~776 mi
Investment Advice
- $757K
- SBA financing
- ≈ $1.5M–$2.5M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for ADK Wealth Advisory Group in Saint Louis, MO (Investment Advice). CapBench compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.
- 2 SBA 7(a) loans totaling $650K
- On record FY2020–25
- 13 jobs supported
- Industry: Investment Advice
- Location: Saint Louis, MO
- Lender: Live Oak Banking Company
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in MO for ~$325k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
- Methodology:
- Sources & methodology
- Informational only — CapBench does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
- Figures come from public records and CapBench methodology; verify before relying on them.
- Financing figures are historical loan records, not a current offer or a loan approval. CapBench is not a lender.
Is ADK Wealth Advisory Group your business?
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CapBench listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with ADK Wealth Advisory Group.