SBA lending record
DFG Holdings, LLC
100 NE 410 LOOP, SUITE 970, San Antonio, TX 78216 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$360K
Total SBA financing
1
Loan on record
FY2021
On record
3
Jobs supported
Franchise brand
Ameriprise Financial
See Ameriprise Financial's SBA financing data — typical deal, failure rate, and how its loans perform →
● 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.
The loan
$360,000 — FY2021
- Gross approval
- $360,000
- SBA guaranteed
- $324,000 (90%)
- Status
- In workout — SBA bought the guarantee
- Rate at approval
- 6% v
- Term
- 85 mo (7 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 3/2/2021
- First disbursement
- 3/22/2021
- Days to fund
- 20 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 3
- Business type
- Corporation
- Business age
- New Business or 2 years or less
- Industry
- Investment Advice
- NAICS code
- 523930
- Franchise
- Ameriprise Financial
- Franchise code
- S0113
- Lender
- Byline Bank
- Address
- 100 NE 410 LOOP, SUITE 970
- City
- San Antonio, 78216
- County
- Bexar
- SBA district office
- SAN ANTONIO DISTRICT OFFICE
- Congressional district
- 20
The lender
Find SBA lenders for businesses like this
The banks most active funding investment advice — by location, industry, and brand.
Other Ameriprise Financial locations
Other Ameriprise Financial businesses in the public SBA record — closest first, by location and deal size.
Sarah Walsh
Richardson, TX· ~263 mi
Ameriprise Financial
- $390K
- SBA financing
- ≈ $765K–$1.3M
- Est. revenue (rough)
Nate Thomas Colbert
Sioux City, IA· ~902 mi
Ameriprise Financial
- $450K
- SBA financing
- ≈ $882K–$1.5M
- Est. revenue (rough)
Olimal Company L.L.C.
Shreveport, LA· ~347 mi
Ameriprise Financial
- $200K
- SBA financing
- ≈ $392K–$654K
- Est. revenue (rough)
Spiller and Associates
Webster, TX· ~201 mi
Ameriprise Financial
- $575K
- SBA financing
- ≈ $1.1M–$1.9M
- Est. revenue (rough)
RS HANLEY, INC.
Mobile, AL· ~622 mi
Ameriprise Financial
- $250K
- SBA financing
- ≈ $490K–$817K
- Est. revenue (rough)
Ameriprise Financial
Delphos, OH· ~1115 mi
Ameriprise Financial
- $296K
- SBA financing
- ≈ $580K–$967K
- Est. revenue (rough)
Similar businesses
Comparable investment advice in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
Scrimpshire & Associates, LLC
San Antonio, TX· ~11 mi
Investment Advice
- $1.1M
- SBA financing
- ≈ $2.1M–$3.6M
- Est. revenue (rough)
STOUT ASSET MANAGEMENT LLC
Spicewood, TX· ~67 mi
Investment Advice
- $385K
- SBA financing
- ≈ $755K–$1.3M
- Est. revenue (rough)
PLANWISE RETIREMENT STRATEGIES INC
Austin, TX· ~73 mi
Investment Advice
- $699K
- SBA financing
- ≈ $1.4M–$2.3M
- Est. revenue (rough)
Equilibria Wealth Management, LLC
Katy, TX· ~163 mi
Investment Advice
- $260K
- SBA financing
- ≈ $510K–$850K
- Est. revenue (rough)
Rogers Capital Management LLC
Hurst, TX· ~242 mi
Investment Advice
- $335K
- SBA financing
- ≈ $657K–$1.1M
- Est. revenue (rough)
Wisdom Mbaluka PLLC
Conroe, TX· ~185 mi
Investment Advice
- $495K
- SBA financing
- ≈ $971K–$1.6M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for DFG Holdings, LLC in San Antonio, TX (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 $360K
- On record FY2021
- 3 jobs supported
- Industry: Investment Advice
- Location: San Antonio, TX
- Lender: Byline Bank
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in TX for ~$360k 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.
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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 DFG Holdings, LLC.