SBA lending record
FWC FINANCIAL, LLC
1135 Kildaire Farm Road Suite 200, Cary, NC 27511 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$70K
Total SBA financing
1
Loan on record
FY2025
On record
1
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is FWC FINANCIAL, LLC your business?
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The loan
$70,000 — FY2025
- Gross approval
- $70,000
- SBA guaranteed
- $59,500 (85%)
- Status
- Current
- Rate at approval
- 10.25% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 1/17/2025
- First disbursement
- 3/21/2025
- Days to fund
- 63 days
- Collateral
- None
- Sold on secondary market
- Yes
- Jobs supported
- 1
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Portfolio Management and Investment Advice
- NAICS code
- 523940
- Lender
- Northeast Bank
- Address
- 1135 Kildaire Farm Road Suite 200
- City
- Cary, 27511
- County
- Cumberland
- SBA district office
- NORTH CAROLINA DISTRICT OFFICE
- Congressional district
- 8
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.
Wall Street Investments, LLC
Clinton, NC· ~58 mi
Portfolio Management and Investment Advice
- $80K
- SBA financing
- ≈ $157K–$261K
- Est. revenue (rough)
Grid 202 LLC
Durham, NC· ~8 mi
Portfolio Management and Investment Advice
- $350K
- SBA financing
- ≈ $686K–$1.1M
- Est. revenue (rough)
Capital Acquisitions Financial Services LLC
Fayetteville, NC· ~51 mi
Portfolio Management and Investment Advice
- $50K
- SBA financing
- ≈ $98K–$163K
- Est. revenue (rough)
Strategic Advisory Partners
Greensboro, NC· ~64 mi
Portfolio Management and Investment Advice
- $100K
- SBA financing
- ≈ $197K–$328K
- Est. revenue (rough)
IDEAL FUNDING LLC
Waxhaw, NC· ~127 mi
Portfolio Management and Investment Advice
- $75K
- SBA financing
- ≈ $147K–$245K
- Est. revenue (rough)
The Roberts Companies, Inc.
Fort Mill, SC· ~135 mi
Portfolio Management and Investment Advice
- $100K
- SBA financing
- ≈ $196K–$327K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for FWC FINANCIAL, LLC in Cary, NC (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 $70K
- On record FY2025
- 1 jobs supported
- Industry: Portfolio Management and Investment Advice
- Location: Cary, NC
- Lender: Northeast 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 NC for ~$70k 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 2026-06-19.
- 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 FWC FINANCIAL, LLC.