SBA lending record
Hocker Financial Services LLC
600 SW Jefferson, Lees Summit, MO 64082 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$215K
Total SBA financing
1
Loan on record
FY2022
On record
2
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Hocker Financial Services LLC your business?
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The loan
$215,000 — FY2022
- Gross approval
- $215,000
- SBA guaranteed
- $161,250 (75%)
- Status
- Current
- Rate at approval
- 5% v
- Term
- 120 mo (10 yr)
- Program
- 7a General
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 3/9/2022
- First disbursement
- 4/6/2022
- Days to fund
- 28 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
- Lender
- Kendall Bank
- Address
- 600 SW Jefferson
- City
- Lees Summit, 64082
- County
- Jackson
- SBA district office
- KANSAS CITY DISTRICT OFFICE
- Congressional district
- 4
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.
Summit Investment Advisors, Inc.
Leawood, KS· ~12 mi
Portfolio Management and Investment Advice
- $215K
- SBA financing
- ≈ $422K–$703K
- Est. revenue (rough)
Josh Banwart
Lees Summit, MO· ~1 mi
Portfolio Management and Investment Advice
- $125K
- SBA financing
- ≈ $245K–$408K
- Est. revenue (rough)
BR Holding Company, LLC
Leawood, KS· ~14 mi
Portfolio Management and Investment Advice
- $315K
- SBA financing
- ≈ $618K–$1.0M
- Est. revenue (rough)
FOCUSED ASSET MANAGEMENT LLC
Raytown, MO· ~9 mi
Portfolio Management and Investment Advice
- $150K
- SBA financing
- ≈ $294K–$490K
- Est. revenue (rough)
Juno Moneta, LLC
Leawood, KS· ~14 mi
Portfolio Management and Investment Advice
- $342K
- SBA financing
- ≈ $671K–$1.1M
- Est. revenue (rough)
Forster Wealth Mgmt LLC
Overland Park, KS· ~20 mi
Portfolio Management and Investment Advice
- $150K
- SBA financing
- ≈ $294K–$490K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Hocker Financial Services LLC in Lees Summit, 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 $215K
- On record FY2022
- 2 jobs supported
- Industry: Portfolio Management and Investment Advice
- Location: Lees Summit, MO
- Lender: Kendall 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 MO for ~$215k 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 Hocker Financial Services LLC your business?
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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 Hocker Financial Services LLC.