SBA lending record
Ascend Agency LLC
8 HICKORY TREE LN, Irvine, CA 92612 · Marketing Consulting Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$925K
Total SBA financing
2
Loans on record
FY2024–25
On record
4
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Ascend Agency LLC 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
$500,000 — FY2025
Loan 1 of 2- Gross approval
- $500,000
- SBA guaranteed
- $375,000 (75%)
- Status
- Current
- Rate at approval
- 9.99% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 1/21/2025
- First disbursement
- 1/24/2025
- Days to fund
- 3 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 2
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Public Relations Agencies
- NAICS code
- 541820
- Lender
- Live Oak Banking Company
- Address
- 18300 VON KARMAN AVE
- City
- Irvine, 92612
- County
- Orange
- SBA district office
- SANTA ANA DISTRICT OFFICE
- Congressional district
- 45
$425,000 — FY2024
Loan 2 of 2- Gross approval
- $425,000
- SBA guaranteed
- $212,500 (50%)
- Status
- Paid in full
- Rate at approval
- 9.23% v
- Term
- 120 mo (10 yr)
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 11/11/2023
- First disbursement
- 12/6/2023
- Days to fund
- 25 days
- Paid in full
- 4/30/2024
- Collateral
- Required
- Jobs supported
- 2
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Marketing Consulting Services
- NAICS code
- 541613
- Address
- 8 HICKORY TREE LN
- City
- Irvine, 92612
- County
- Orange
- SBA district office
- SANTA ANA DISTRICT OFFICE
- Congressional district
- 45
The lenders
JPMorgan Chase Bank, National Association
1 loan to this businessFull SBA lending record + branches on the lender page →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 marketing consulting services — by location, industry.
Similar businesses
Comparable marketing consulting services in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
Third Harbor Holdings LLC
Newport Beach, CA· ~7 mi
Marketing Consulting Services
- $1.1M
- SBA financing
- ≈ $2.2M–$3.6M
- Est. revenue (rough)
MINDSTATE MANAGEMENT LLC
Orange, CA· ~9 mi
Marketing Consulting Services
- $700K
- SBA financing
- ≈ $1.4M–$2.3M
- Est. revenue (rough)
Marketing Insider Group, LLC
Laguna Niguel, CA· ~13 mi
Marketing Consulting Services
- $977K
- SBA financing
- ≈ $1.9M–$3.2M
- Est. revenue (rough)
Aggressive Holdings, LLC
Santa Ana, CA· ~7 mi
Marketing Consulting Services
- $583K
- SBA financing
- ≈ $1.1M–$1.9M
- Est. revenue (rough)
GILLEARD MARKETING
Laguna Hills, CA· ~6 mi
Marketing Consulting Services
- $500K
- SBA financing
- ≈ $980K–$1.6M
- Est. revenue (rough)
526 Properties LLC
Costa Mesa, CA· ~4 mi
Marketing Consulting Services
- $2.6M
- SBA financing
- ≈ $5.1M–$8.5M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Ascend Agency LLC in Irvine, CA (Marketing Consulting Services). 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 $925K
- On record FY2024–25
- 4 jobs supported
- Industry: Marketing Consulting Services
- Location: Irvine, CA
- Lenders: JPMorgan Chase Bank, National Association, Live Oak Banking Company
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Marketing Consulting Services businesses in CA for ~$463k 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 Ascend Agency LLC 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 Ascend Agency LLC.