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SBA lending record

JWC Partnership

19461 ALBERTA ST, Oneida, TN 37841 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$423K

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

$423,000 — FY2024

Gross approval: $423,000
SBA guaranteed: $211,500 (50%)
Status: Paid in full
Rate at approval: 7.25% f
Term: 60 mo (5 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 6/26/2024
First disbursement: 7/9/2024
Days to fund: 13 days
Paid in full: 1/31/2026
Collateral: Required
Business type: Partnership
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: United Cumberland Bank
Address: 19461 ALBERTA ST
City: Oneida, 37841
County: Scott
SBA district office: TENNESSEE DISTRICT OFFICE
Congressional district: 3

The lender

United Cumberland Bank

1 loan to this business

Find SBA lenders for businesses like this

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

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

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.

FORTRESS WEALTH MANAGEMENT LLC

Murfreesboro, TN· ~113 mi

Portfolio Management and Investment Advice

$350K
SBA financing: ≈ $686K–$1.1M
Est. revenue (rough)

Talley Financial LLC

Johnson City, TN· ~119 mi

Portfolio Management and Investment Advice

$450K
SBA financing: ≈ $882K–$1.5M
Est. revenue (rough)

Amanda Janssen

Clarksville, IN· ~142 mi

Portfolio Management and Investment Advice

$340K
SBA financing: ≈ $667K–$1.1M
Est. revenue (rough)

Childfree Wealth, LLC

Mount Juliet, TN· ~114 mi

Portfolio Management and Investment Advice

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

Mobius Financial Advisors LLC

Sunset, SC· ~140 mi

Portfolio Management and Investment Advice

$225K
SBA financing: ≈ $441K–$735K
Est. revenue (rough)

Kyle Atkins Financial Group Inc

Spartanburg, SC· ~181 mi

Portfolio Management and Investment Advice

$300K
SBA financing: ≈ $588K–$980K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for JWC Partnership in Oneida, TN (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 $423K
On record FY2024
Industry: Portfolio Management and Investment Advice
Location: Oneida, TN
Lender: United Cumberland 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 TN for ~$423k 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 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
Canonical:: https://www.capbench.com/businesses/jwc-partnership-tn
API:: https://www.capbench.com/api/public/businesses/jwc-partnership-tn
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 JWC Partnership 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 JWC Partnership.

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