SBA lending record

Davis and Davis, Inc

7478 South Campus View Drive, West Jordan, UT 84084 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$539K

Total SBA financing

Loans on record

FY2020–23

On record

Jobs supported

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

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All 3 loans

$46,500 — FY2023

Loan 1 of 3

Gross approval: $46,500
SBA guaranteed: $39,525 (85%)
Status: Paid in full
Rate at approval: 9.75% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 8/24/2023
First disbursement: 9/6/2023
Days to fund: 13 days
Paid in full: 3/31/2024
Collateral: Required
Jobs supported: 7
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: America First FCU
Address: 7478 Campus View Dr.
City: West Jordan, 84084
County: Salt Lake
SBA district office: UTAH DISTRICT OFFICE
Congressional district: 4

$154,500 — FY2021

Loan 2 of 3

Gross approval: $154,500
SBA guaranteed: $139,050 (90%)
Status: Current
Rate at approval: 5% v
Term: 300 mo (25 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 7/12/2021
First disbursement: 7/16/2021
Days to fund: 4 days
Collateral: Required
Jobs supported: 2
Business type: Corporation
Business age: New Business or 2 years or less
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: America First FCU
Address: 7478 Campus View Drive #102
City: West Jordan, 84084
County: Salt Lake
SBA district office: UTAH DISTRICT OFFICE
Congressional district: 4

$337,600 — FY2020

Loan 3 of 3

Gross approval: $337,600
SBA guaranteed: $253,200 (75%)
Status: Paid in full
Rate at approval: 5.75% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 8/26/2020
First disbursement: 9/30/2020
Days to fund: 35 days
Paid in full: 3/31/2024
Collateral: Required
Jobs supported: 5
Business type: Corporation
Business age: New Business or 2 years or less
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: America First FCU
Address: 7478 South Campus View Drive
City: West Jordan, 84084
County: Salt Lake
SBA district office: UTAH DISTRICT OFFICE
Congressional district: 4

The lender

America First FCU

3 loans to this business

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The banks most active funding insurance agencies and brokerages — by location, industry.

SBA lenders in Utah Lenders for insurance agencies and brokerages Insurance Agencies and Brokerages lenders in Utah

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.

Christian Brindle Insurance Services, Inc

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SBA financing: ≈ $951K–$1.6M
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SBA financing: ≈ $750K–$1.3M
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Tommy Thomsen Insurance Agency Inc.

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Farmers Insurance Agent Appointment Agreement

$703K
SBA financing: ≈ $1.4M–$2.3M
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ENVISION FINANCIAL, INC.

South Jordan, UT· ~5 mi

Insurance Agencies and Brokerages

$311K
SBA financing: ≈ $609K–$1.0M
Est. revenue (rough)

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AXIOM FINANCIAL SERVICES

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Insurance Agencies and Brokerages

$354K
SBA financing: ≈ $694K–$1.2M
Est. revenue (rough)

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Brunello Holdings LLC

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Insurance Agencies and Brokerages

$1.3M
SBA financing: ≈ $2.6M–$4.3M
Est. revenue (rough)

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Agent summary

This page summarizes the public SBA 7(a) lending record for Davis and Davis, Inc in West Jordan, UT (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.

3 SBA 7(a) loans totaling $539K
On record FY2020–23
14 jobs supported
Industry: Insurance Agencies and Brokerages
Location: West Jordan, UT
Lender: America First FCU

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in UT for ~$180k 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 2026-06-18.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
Canonical:: https://www.capbench.com/businesses/davis-and-davis-inc-ut
API:: https://www.capbench.com/api/public/businesses/davis-and-davis-inc-ut
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 Davis and Davis, Inc.