SBA lending record
Elevated Wealth Advisory Group, LLC
4200 REGENT ST, Columbus, OH 43219 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$226K
Total SBA financing
2
Loans on record
FY2024–26
On record
5
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Elevated Wealth Advisory Group, LLC your business?
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
$76,200 — FY2026
Loan 1 of 2- Gross approval
- $76,200
- SBA guaranteed
- $57,150 (75%)
- Status
- Current
- Rate at approval
- 10.1% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 11/13/2025
- First disbursement
- 12/19/2025
- Days to fund
- 36 days
- Collateral
- Required
- Jobs supported
- 2
- Business type
- Corporation
- Business age
- New Business or 2 years or less
- Industry
- Portfolio Management and Investment Advice
- NAICS code
- 523940
- Address
- 4200 Regent Street
- City
- Columbus, 43219
- County
- Franklin
- SBA district office
- COLUMBUS DISTRICT OFFICE
- Congressional district
- 3
$150,000 — FY2024
Loan 2 of 2- Gross approval
- $150,000
- SBA guaranteed
- $127,500 (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
- 4/29/2024
- First disbursement
- 5/20/2024
- Days to fund
- 21 days
- Collateral
- Required
- Jobs supported
- 3
- Business type
- Corporation
- Business age
- Startup, Loan Funds will Open Business
- Industry
- Portfolio Management and Investment Advice
- NAICS code
- 523940
- Address
- 4200 REGENT ST
- City
- Columbus, 43219
- County
- Franklin
- SBA district office
- COLUMBUS DISTRICT OFFICE
- Congressional district
- 3
The lender
The Huntington National Bank
2 loans 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.
G2 CAPITAL MANAGEMENT, LLC
Columbus, OH· ~9 mi
Portfolio Management and Investment Advice
- $250K
- SBA financing
- ≈ $490K–$817K
- Est. revenue (rough)
Amta LLC
Columbus, OH· ~8 mi
Ameriprise Financial
- $606K
- SBA financing
- ≈ $1.2M–$2.0M
- Est. revenue (rough)
Jason Buehner
Westerville, OH· ~7 mi
Portfolio Management and Investment Advice
- $75K
- SBA financing
- ≈ $147K–$245K
- Est. revenue (rough)
P. Randolph Financial Group LLC
Westerville, OH· ~6 mi
Portfolio Management and Investment Advice
- $65K
- SBA financing
- ≈ $127K–$212K
- Est. revenue (rough)
Forest Drive Properties, LLC
New Albany, OH· ~7 mi
Portfolio Management and Investment Advice
- $881K
- SBA financing
- ≈ $1.7M–$2.9M
- Est. revenue (rough)
Jason A Buehner
Westerville, OH· ~7 mi
Portfolio Management and Investment Advice
- $53K
- SBA financing
- ≈ $104K–$173K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Elevated Wealth Advisory Group, LLC in Columbus, OH (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.
- 2 SBA 7(a) loans totaling $226K
- On record FY2024–26
- 5 jobs supported
- Industry: Portfolio Management and Investment Advice
- Location: Columbus, OH
- Lender: The Huntington National Bank
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 OH for ~$113k 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 2026-06-22.
- 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 Elevated Wealth Advisory Group, LLC your business?
This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.
Researching a business like this one?
The numbers above are what a deal of this size and type actually looked like. Tell us what you're buying and we'll point you to the lenders most likely to fund it.
Free · No documents · Usually same-day
Backed by data on 1,000+ SBA lenders and 300,000+ funded deals. Your details go only to lending partners you ask to be matched with — never sold to advertisers.
Use this deal in ChatGPT
Ask ChatGPT to analyze this business with Capbench's SBA loan records, lender-fit data, and buyer prequalification tools.
ChatGPT will ask you to connect Capbench if you have not already approved it.
CapBench listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Elevated Wealth Advisory Group, LLC.