SBA lending record
Derwin Financial Group LLC.
10801 MASTIN ST, Overland Park, KS 66210 · Portfolio Management. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$1.7M
Total SBA financing
2
Loans on record
FY2020
On record
10
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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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
$1,388,700 — FY2020
Loan 1 of 2- Gross approval
- $1,388,700
- SBA guaranteed
- $1,041,525 (75%)
- Status
- Paid in full
- Rate at approval
- 6% v
- Term
- 120 mo (10 yr)
- Program
- 7a General
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 9/2/2020
- First disbursement
- 9/30/2020
- Days to fund
- 28 days
- Paid in full
- 10/31/2023
- Collateral
- None
- Sold on secondary market
- Yes
- Jobs supported
- 6
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Portfolio Management
- NAICS code
- 523920
- Lender
- Southern Bank
- Address
- 10801 MASTIN ST
- City
- Overland Park, 66210
- County
- Johnson
- SBA district office
- KANSAS CITY DISTRICT OFFICE
- Congressional district
- 3
$266,900 — FY2020
Loan 2 of 2- Gross approval
- $266,900
- SBA guaranteed
- $200,175 (75%)
- Status
- Paid in full
- Rate at approval
- 7.5% v
- Term
- 120 mo (10 yr)
- Program
- 7a General
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Business purchase
- Approved
- 12/20/2019
- First disbursement
- 1/31/2020
- Days to fund
- 42 days
- Paid in full
- 10/31/2023
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 4
- Business type
- Corporation
- Business age
- Change of Ownership
- Industry
- Portfolio Management
- NAICS code
- 523920
- Lender
- Southern Bank
- Address
- 10801 Mastin St
- City
- Overland Park, 66210
- County
- Johnson
- SBA district office
- KANSAS CITY DISTRICT OFFICE
- Congressional district
- 3
The lender
Find SBA lenders for businesses like this
The banks most active funding portfolio management — by location, industry.
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.
In Touch Financial Services
Oakland, CA· ~1490 mi
Portfolio Management
- $1.4M
- SBA financing
- ≈ $2.8M–$4.7M
- Est. revenue (rough)
Jessup Wealth Management, Inc.
Oakwood, OH· ~565 mi
Portfolio Management
- $1.3M
- SBA financing
- ≈ $2.5M–$4.2M
- Est. revenue (rough)
Street Capital Partners, LLC
Indianapolis, IN· ~463 mi
Portfolio Management
- $1.2M
- SBA financing
- ≈ $2.3M–$3.8M
- Est. revenue (rough)
WILLIAM HAYDEN WEALTH MANAGEMENT, LLC
Dodge City, KS· ~299 mi
Portfolio Management
- $832K
- SBA financing
- ≈ $1.6M–$2.7M
- Est. revenue (rough)
Gatewood Wealth Solutions, LLC
Saint Louis, MO· ~236 mi
Portfolio Management
- $4.6M
- SBA financing
- ≈ $9.0M–$15M
- Est. revenue (rough)
Hahn Capital Management, LLC
San Francisco, CA· ~1497 mi
Portfolio Management
- $1.0M
- SBA financing
- ≈ $2.0M–$3.3M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Derwin Financial Group LLC. in Overland Park, KS (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.
- 2 SBA 7(a) loans totaling $1.7M
- On record FY2020
- 10 jobs supported
- Industry: Portfolio Management
- Location: Overland Park, KS
- Lender: Southern Bank
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Portfolio Management businesses in KS for ~$828k 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 2026-06-18.
- 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.
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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 Derwin Financial Group LLC..