SBA lending record
Capstan Financial Consulting Group, LLC
238 S WASHINGTON BLVD, Sarasota, FL 34236 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$100K
Total SBA financing
1
Loan on record
FY2022
On record
6
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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The loan
$100,000 — FY2022
- Gross approval
- $100,000
- SBA guaranteed
- $50,000 (50%)
- Status
- Current
- Rate at approval
- 7.05% v
- Term
- 120 mo (10 yr)
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 2/16/2022
- First disbursement
- 3/4/2022
- Days to fund
- 16 days
- Collateral
- None
- Jobs supported
- 6
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Portfolio Management and Investment Advice
- NAICS code
- 523940
- Address
- 238 S WASHINGTON BLVD
- City
- Sarasota, 34236
- County
- Sarasota
- SBA district office
- SOUTH FLORIDA DISTRICT OFFICE
- Congressional district
- 16
The lender
TD Bank, National Association
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.
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.
Pantheon Investments LLC
Nokomis, FL· ~13 mi
Portfolio Management and Investment Advice
- $150K
- SBA financing
- ≈ $294K–$490K
- Est. revenue (rough)
Sydney Alexander Manderson
Pinellas Park, FL· ~39 mi
Portfolio Management and Investment Advice
- $149K
- SBA financing
- ≈ $293K–$488K
- Est. revenue (rough)
Take a Chance Enterprise LLC
Bradenton, FL· ~12 mi
Portfolio Management and Investment Advice
- $500K
- SBA financing
- ≈ $980K–$1.6M
- Est. revenue (rough)
D'Elia Financial Group, LLC
Largo, FL· ~43 mi
Portfolio Management and Investment Advice
- $50K
- SBA financing
- ≈ $98K–$163K
- Est. revenue (rough)
SimplePath Retirement, LLC
Palm Harbor, FL· ~53 mi
Portfolio Management and Investment Advice
- $150K
- SBA financing
- ≈ $294K–$490K
- Est. revenue (rough)
Kailix Advisors LLC
Aventura, FL· ~175 mi
Portfolio Management and Investment Advice
- $100K
- SBA financing
- ≈ $196K–$327K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Capstan Financial Consulting Group, LLC in Sarasota, FL (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 $100K
- On record FY2022
- 6 jobs supported
- Industry: Portfolio Management and Investment Advice
- Location: Sarasota, FL
- Lender: TD Bank, National Association
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 FL for ~$100k 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 2026-06-24.
- 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 Capstan Financial Consulting Group, 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 Capstan Financial Consulting Group, LLC.