SBA lending record

JE Spickard LLC

828 MAIN ST, Lynchburg, VA 24504 · Portfolio Management. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$315K

Total SBA financing

Loans on record

FY2023–25

On record

Jobs supported

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

Is JE Spickard 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.

Claim this listing Remove

All 2 loans

$225,300 — FY2025

Loan 1 of 2

Gross approval: $225,300
SBA guaranteed: $112,650 (50%)
Status: Current
Rate at approval: 10.5% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 2/10/2025
First disbursement: 2/21/2025
Days to fund: 11 days
Collateral: Required
Jobs supported: 2
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Miscellaneous Financial Investment Activities
NAICS code: 523999
Lender: First National Bank
Address: 831 Cook Ave
City: Brookneal, 24528
County: Campbell
SBA district office: RICHMOND DISTRICT OFFICE
Congressional district: 5

$90,100 — FY2023

Loan 2 of 2

Gross approval: $90,100
SBA guaranteed: $76,585 (85%)
Status: Paid in full
Rate at approval: 11.5% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 8/21/2023
First disbursement: 9/6/2023
Days to fund: 16 days
Paid in full: 2/28/2025
Collateral: Required
Jobs supported: 2
Business type: Corporation
Business age: New Business or 2 years or less
Industry: Portfolio Management
NAICS code: 523920
Lender: The First Bank and Trust Company
Address: 828 MAIN ST
City: Lynchburg, 24504
County: Lynchburg City
SBA district office: RICHMOND DISTRICT OFFICE
Congressional district: 5

The lenders

The First Bank and Trust Company

1 loan to this business

First National Bank

1 loan 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 — by location, industry.

SBA lenders in Virginia Lenders for portfolio management Portfolio Management lenders in Virginia

Similar businesses

Comparable portfolio management in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

BEACON WEALTH MANAGEMENT, LLC

Bridgeport, WV· ~142 mi

Portfolio Management

$250K
SBA financing: ≈ $490K–$817K
Est. revenue (rough)

View record

Harvest Investment Consultants, LLC

Cockeysville, MD· ~197 mi

Portfolio Management

$250K
SBA financing: ≈ $490K–$817K
Est. revenue (rough)

View record

Marc D Arnold

Charleston, WV· ~149 mi

Portfolio Management

$650K
SBA financing: ≈ $1.3M–$2.1M
Est. revenue (rough)

View record

Giesting, LLC

Columbus, IN· ~390 mi

Portfolio Management

$438K
SBA financing: ≈ $859K–$1.4M
Est. revenue (rough)

View record

Militello Wealth Management, LLC

O'Fallon, IL· ~592 mi

Portfolio Management

$250K
SBA financing: ≈ $490K–$817K
Est. revenue (rough)

View record

FOURTH AVENUE FINANCIAL, L.L.C.

Charleston, WV· ~151 mi

Portfolio Management

$100K
SBA financing: ≈ $196K–$327K
Est. revenue (rough)

View record

Agent summary

This page summarizes the public SBA 7(a) lending record for JE Spickard LLC in Lynchburg, VA (Portfolio Management). 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 $315K
On record FY2023–25
4 jobs supported
Industry: Portfolio Management
Location: Lynchburg, VA
Lenders: The First Bank and Trust Company, First National Bank

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Portfolio Management businesses in VA for ~$158k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.

Next steps

Pre-qualify this deal Talk to a loan broker Find SBA lenders Compare similar deals

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.
Canonical:: https://www.capbench.com/businesses/je-spickard-llc-va
API:: https://www.capbench.com/api/public/businesses/je-spickard-llc-va
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 JE Spickard 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.

Claim this listing

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.

By submitting, I agree that CapBench may share my contact information with SBA lending partners and loan brokers (including partners who compensate CapBench), and that they and CapBench may contact me about financing by phone, email, and text — including via autodialed or prerecorded calls and messages — at the phone number and email I provide. Consent is not a condition of any purchase or service, and message and data rates may apply. CapBench is not a lender and makes no credit decision.

CapBench listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with JE Spickard LLC.