SBA lending record

Clockwise Capital, LLC

1395 BRICKELL AVE, Miami, FL 33131 · Portfolio Management. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$500K

Total SBA financing

Loans on record

FY2022–23

On record

Jobs supported

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

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All 3 loans

$100,000 — FY2023

Loan 1 of 3

Gross approval: $100,000
SBA guaranteed: $85,000 (85%)
Status: Current
Rate at approval: 10.5% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 3/13/2023
First disbursement: 3/22/2023
Days to fund: 9 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 5
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Miscellaneous Financial Investment Activities
NAICS code: 523999
Lender: Five Star Bank
Address: 1395 BRICKELL AVE
City: Miami, 33131
County: Miami-Dade
SBA district office: SOUTH FLORIDA DISTRICT OFFICE
Congressional district: 24

$300,000 — FY2023

Loan 2 of 3

Gross approval: $300,000
SBA guaranteed: $225,000 (75%)
Status: Current
Rate at approval: 11.25% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 9/30/2023
First disbursement: 10/17/2023
Days to fund: 17 days
Collateral: Required
Jobs supported: 2
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management
NAICS code: 523920
Lender: The Huntington National Bank
Address: 1395 BRICKELL AVE
City: Miami, 33131
County: Miami-Dade
SBA district office: SOUTH FLORIDA DISTRICT OFFICE
Congressional district: 24

$100,000 — FY2022

Loan 3 of 3

Gross approval: $100,000
SBA guaranteed: $85,000 (85%)
Status: Current
Rate at approval: 6.25% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 4/7/2022
First disbursement: 5/1/2022
Days to fund: 24 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 1
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management
NAICS code: 523920
Lender: The Huntington National Bank
Address: 1395 BRICKELL AVE
City: Miami, 33131
County: Miami-Dade
SBA district office: SOUTH FLORIDA DISTRICT OFFICE
Congressional district: 24

The lenders

The Huntington National Bank

2 loans to this businessFull SBA lending record + branches on the lender page →

Five Star Bank

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 — by location, industry.

SBA lenders in Florida Lenders for portfolio management Portfolio Management lenders in Florida

Similar businesses

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

Philip James Wealth Management, LLC dba PGI Wealth Management

Coral Gables, FL· ~4 mi

Portfolio Management

$2.6M
SBA financing: ≈ $5.1M–$8.6M
Est. revenue (rough)

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John Person Inc

North Palm Beach, FL· ~75 mi

Portfolio Management

$200K
SBA financing: ≈ $392K–$654K
Est. revenue (rough)

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IMPERIAL ASSET MANAGEMENT, LLC

Tampa, FL· ~209 mi

Portfolio Management

$700K
SBA financing: ≈ $1.4M–$2.3M
Est. revenue (rough)

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ABMS Inc

Riverview, FL· ~195 mi

Portfolio Management

$350K
SBA financing: ≈ $686K–$1.1M
Est. revenue (rough)

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Victory Independent Planning, LLC

Marco Island, FL· ~95 mi

Dynamic Wealth Advisors - Investment Advisor Representative

$1.1M
SBA financing: ≈ $2.1M–$3.4M
Est. revenue (rough)

View record

Personal Financial Profiles, Inc.

Naples, FL· ~104 mi

Portfolio Management

$1.1M
SBA financing: ≈ $2.2M–$3.6M
Est. revenue (rough)

View record

Agent summary

This page summarizes the public SBA 7(a) lending record for Clockwise Capital, LLC in Miami, FL (Portfolio Management). 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.

3 SBA 7(a) loans totaling $500K
On record FY2022–23
8 jobs supported
Industry: Portfolio Management
Location: Miami, FL
Lenders: The Huntington National Bank, Five Star Bank

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Portfolio Management businesses in FL for ~$167k 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/clockwise-capital-llc-fl
API:: https://www.capbench.com/api/public/businesses/clockwise-capital-llc-fl
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 Clockwise Capital, LLC.