SBA lending record

ARGENTARII, LLC

3825 EDWARDS RD, Cincinnati, OH 45209 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$500K

Total SBA financing

Loan on record

FY2024

On record

Jobs supported

● business — business location is the ZIP-area centroid from the public record

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The loan

$500,000 — FY2024

Gross approval: $500,000
SBA guaranteed: $250,000 (50%)
Status: Current
Rate at approval: 11% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 7/11/2024
First disbursement: 8/2/2024
Days to fund: 22 days
Collateral: Required
Jobs supported: 7
Business type: Corporation
Business age: New Business or 2 years or less
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Live Oak Banking Company
Address: 3825 EDWARDS RD
City: Cincinnati, 45209
County: Hamilton
SBA district office: COLUMBUS DISTRICT OFFICE
Congressional district: 2

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 portfolio management and investment advice — by location, industry.

SBA lenders in Ohio Lenders for portfolio management and investment advice Portfolio Management and Investment Advice lenders in Ohio

Similar businesses

Comparable portfolio management and investment advice in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

Adams Financial Group, Inc.

Centerville, OH· ~37 mi

Portfolio Management and Investment Advice

$480K
SBA financing: ≈ $941K–$1.6M
Est. revenue (rough)

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Axim Wealth Management LLC

Springboro, OH· ~31 mi

Portfolio Management and Investment Advice

$1.0M
SBA financing: ≈ $2.0M–$3.3M
Est. revenue (rough)

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Boardroom Brokerage, Inc.

Florence, KY· ~14 mi

Portfolio Management and Investment Advice

$100K
SBA financing: ≈ $196K–$327K
Est. revenue (rough)

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Amta LLC

Columbus, OH· ~103 mi

Ameriprise Financial

$606K
SBA financing: ≈ $1.2M–$2.0M
Est. revenue (rough)

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Amanda Janssen

Clarksville, IN· ~92 mi

Portfolio Management and Investment Advice

$340K
SBA financing: ≈ $667K–$1.1M
Est. revenue (rough)

View record

Fortis Transition Partners, LLC

Indianapolis, IN· ~103 mi

Portfolio Management and Investment Advice

$730K
SBA financing: ≈ $1.4M–$2.4M
Est. revenue (rough)

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Agent summary

This page summarizes the public SBA 7(a) lending record for ARGENTARII, LLC in Cincinnati, OH (Portfolio Management and 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.

1 SBA 7(a) loan totaling $500K
On record FY2024
7 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Cincinnati, OH
Lender: Live Oak Banking Company

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Portfolio Management and Investment Advice businesses in OH for ~$500k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.

Next steps

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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.
Canonical:: https://www.capbench.com/businesses/argentarii-llc-oh
API:: https://www.capbench.com/api/public/businesses/argentarii-llc-oh
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.

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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 ARGENTARII, LLC.