SBA lending record
Advantage Insurance Services
8578 UTICA AVE, Rancho Cucamonga, CA 91730 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$875K
Total SBA financing
1
Loan on record
FY2024
On record
16
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Advantage Insurance Services your business?
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The loan
$875,000 — FY2024
- Gross approval
- $875,000
- SBA guaranteed
- $656,250 (75%)
- Status
- Cancelled
- Rate at approval
- 9.86% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Business purchase
- Approved
- 3/19/2024
- Collateral
- Required
- Jobs supported
- 16
- Business type
- Corporation
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
- NAICS code
- 524210
- Lender
- Live Oak Banking Company
- Address
- 8578 UTICA AVE
- City
- Rancho Cucamonga, 91730
- County
- San Bernardino
- SBA district office
- SANTA ANA DISTRICT OFFICE
- Congressional district
- 31
The lender
Live Oak Banking Company
1 loan to this businessFull SBA lending record + branches on the lender page →Find SBA lenders for businesses like this
The banks most active funding insurance agencies and brokerages — by location, industry.
Similar businesses
Comparable insurance agencies and brokerages in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
Red White Silver Oak Ventures LLC
Rancho Cucamonga, CA· ~1 mi
Insurance Agencies and Brokerages
- $1.7M
- SBA financing
- ≈ $3.3M–$5.4M
- Est. revenue (rough)
Jie Chen & Associates Inc
Chino, CA· ~8 mi
Insurance Agencies and Brokerages
- $690K
- SBA financing
- ≈ $1.4M–$2.3M
- Est. revenue (rough)
Phillip Wayne Cothran
Fontana, CA· ~8 mi
Insurance Agencies and Brokerages
- $1.2M
- SBA financing
- ≈ $2.3M–$3.9M
- Est. revenue (rough)
June Huang Chern Insurance Agency
Pomona, CA· ~14 mi
Insurance Agencies and Brokerages
- $1.1M
- SBA financing
- ≈ $2.2M–$3.7M
- Est. revenue (rough)
Southland Auto Insurance Services, Inc.
Fontana, CA· ~8 mi
Insurance Agencies and Brokerages
- $413K
- SBA financing
- ≈ $810K–$1.3M
- Est. revenue (rough)
JAL 2024 LLC
Arcadia, CA· ~25 mi
Insurance Agencies and Brokerages
- $738K
- SBA financing
- ≈ $1.4M–$2.4M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Advantage Insurance Services in Rancho Cucamonga, CA (Insurance Agencies and Brokerages). 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.
- 1 SBA 7(a) loan totaling $875K
- On record FY2024
- 16 jobs supported
- Industry: Insurance Agencies and Brokerages
- Location: Rancho Cucamonga, CA
- Lender: Live Oak Banking Company
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in CA for ~$875k 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 Advantage Insurance Services your business?
This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.
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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 Advantage Insurance Services.