SBA lending record
EverDay Financial, LLC
7130 WESTMORELAND DR, Saint Louis, MO 63130 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$2.0M
Total SBA financing
1
Loan on record
FY2024
On record
4
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is EverDay Financial, 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.
The loan
$2,000,000 — FY2024
- Gross approval
- $2,000,000
- SBA guaranteed
- $1,500,000 (75%)
- Status
- Current
- Rate at approval
- 10% v
- Term
- 123 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Business purchase
- Approved
- 6/4/2024
- First disbursement
- 7/1/2024
- Days to fund
- 27 days
- Collateral
- Required
- Jobs supported
- 4
- Business type
- Corporation
- Business age
- Change of Ownership
- Industry
- Portfolio Management and Investment Advice
- NAICS code
- 523940
- Lender
- Bank of Springfield
- Address
- 7130 WESTMORELAND DR
- City
- Saint Louis, 63130
- County
- Saint Louis
- SBA district office
- ST. LOUIS DISTRICT OFFICE
- Congressional district
- 1
The lender
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.
PROPARTNERS WEALTH LLC
Columbia, MO· ~110 mi
Portfolio Management and Investment Advice
- $2.7M
- SBA financing
- ≈ $5.3M–$8.8M
- Est. revenue (rough)
Oluwatomiwa Bami-Ogunbiyi
Savoy, IL· ~148 mi
Portfolio Management and Investment Advice
- $1.7M
- SBA financing
- ≈ $3.3M–$5.5M
- Est. revenue (rough)
WEALTH 4 LIFE LLC
Lees Summit, MO· ~219 mi
LPL Financial LLC - Registered Investment Advisor Master Ser
- $2.1M
- SBA financing
- ≈ $4.1M–$6.8M
- Est. revenue (rough)
KGS417 LLC
Springfield, MO· ~189 mi
Portfolio Management and Investment Advice
- $1.5M
- SBA financing
- ≈ $2.9M–$4.8M
- Est. revenue (rough)
Financial Planner Near Me, LLC
Springfield, MO· ~192 mi
Portfolio Management and Investment Advice
- $1.3M
- SBA financing
- ≈ $2.5M–$4.2M
- Est. revenue (rough)
SSJ Planning Group LLC
Lenexa, KS· ~246 mi
Portfolio Management and Investment Advice
- $2.3M
- SBA financing
- ≈ $4.5M–$7.5M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for EverDay Financial, LLC in Saint Louis, MO (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.
- 1 SBA 7(a) loan totaling $2.0M
- On record FY2024
- 4 jobs supported
- Industry: Portfolio Management and Investment Advice
- Location: Saint Louis, MO
- Lender: Bank of Springfield
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 MO for ~$2.0M 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.
Is EverDay Financial, 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.
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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 EverDay Financial, LLC.