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SBA lending record

Jason A. Wilderson

600 E 96th St STE 100, Indianapolis, IN 46240 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$20K

Total SBA financing

1

Loan on record

FY2024

On record

—

Jobs supported

● business — business location is the ZIP-area centroid from the public record

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The loan

$20,000 — FY2024

Gross approval: $20,000
SBA guaranteed: $10,000 (50%)
Status: Current
Rate at approval: 10.5% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 1/5/2024
First disbursement: 1/12/2024
Days to fund: 7 days
Collateral: Required
Business type: Individual
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: The Huntington National Bank
Address: 600 E 96th St STE 100
City: Indianapolis, 46240
County: Marion
SBA district office: INDIANA DISTRICT OFFICE
Congressional district: 5

The lender

The Huntington National Bank

1 loan to this businessFull SBA lending record + branches on the lender page →

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The banks most active funding portfolio management and investment advice — by location, industry.

SBA lenders in Indiana Lenders for portfolio management and investment advice Portfolio Management and Investment Advice lenders in Indiana

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.

RWI Wealth Strategies

Noblesville, IN· ~10 mi

Portfolio Management and Investment Advice

$30K
SBA financing: ≈ $59K–$98K
Est. revenue (rough)

Fortis Transition Partners, LLC

Indianapolis, IN· ~3 mi

Portfolio Management and Investment Advice

$730K
SBA financing: ≈ $1.4M–$2.4M
Est. revenue (rough)

Abner Properties Rangeline, LLC

Carmel, IN· ~4 mi

Portfolio Management and Investment Advice

$999K
SBA financing: ≈ $2.0M–$3.3M
Est. revenue (rough)

CAMERON FINANCIAL SERVICES, INC.

Fishers, IN· ~7 mi

Portfolio Management and Investment Advice

$245K
SBA financing: ≈ $480K–$801K
Est. revenue (rough)

REGIENALD BROWLEY

Columbus, OH· ~165 mi

Portfolio Management and Investment Advice

$20K
SBA financing: ≈ $39K–$65K
Est. revenue (rough)

John William Powell Jr

Wexford, PA· ~326 mi

Portfolio Management and Investment Advice

$25K
SBA financing: ≈ $49K–$82K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Jason A. Wilderson in Indianapolis, IN (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 $20K
On record FY2024
Industry: Portfolio Management and Investment Advice
Location: Indianapolis, IN
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 IN for ~$20k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.

Next steps

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Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-21.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
Canonical:: https://www.capbench.com/businesses/jason-a-wilderson-in
API:: https://www.capbench.com/api/public/businesses/jason-a-wilderson-in
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 Jason A. Wilderson 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 Jason A. Wilderson.

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