SBA lending record

K2 Financial Partners

150 WEST BONITA AVENUE, San Dimas, CA 91773 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$475K

Total SBA financing

Loan on record

FY2021

On record

—

Jobs supported

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

Is K2 Financial Partners 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

The loan

$475,000 — FY2021

Gross approval: $475,000
SBA guaranteed: $427,500 (90%)
Status: Paid in full
Rate at approval: 5.5% f
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 5/21/2021
First disbursement: 6/11/2021
Days to fund: 21 days
Paid in full: 9/30/2023
Collateral: Required
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Investment Advice
NAICS code: 523930
Lender: Live Oak Banking Company
Address: 150 WEST BONITA AVENUE
City: San Dimas, 91773
County: Los Angeles
SBA district office: LOS ANGELES DISTRICT OFFICE
Congressional district: 27

The lender

Live Oak Banking Company

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 investment advice — by location, industry.

SBA lenders in California Lenders for investment advice Investment Advice lenders in California

Similar businesses

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

Homestead Wealth Management Corp.

San Dimas, CA· ~1 mi

Investment Advice

$205K
SBA financing: ≈ $402K–$670K
Est. revenue (rough)

View record

GC2 Transformational Financials Inc

Rancho Cucamonga, CA· ~17 mi

Investment Advice

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

View record

CMA RE Group, LLC

Downey, CA· ~22 mi

Investment Advice

$935K
SBA financing: ≈ $1.8M–$3.1M
Est. revenue (rough)

View record

HB Operations LLC

Woodland Hills, CA· ~46 mi

Ameriprise Financial

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

View record

Pasadena Green Street Investments LLC

Pasadena, CA· ~19 mi

Investment Advice

$1.2M
SBA financing: ≈ $2.4M–$4.0M
Est. revenue (rough)

View record

Kelsey Financial, LLC

Moorpark, CA· ~62 mi

Investment Advice

$475K
SBA financing: ≈ $931K–$1.6M
Est. revenue (rough)

View record

Agent summary

This page summarizes the public SBA 7(a) lending record for K2 Financial Partners in San Dimas, CA (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 $475K
On record FY2021
Industry: Investment Advice
Location: San Dimas, CA
Lender: Live Oak Banking Company

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in CA for ~$475k 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 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
Canonical:: https://www.capbench.com/businesses/k2-financial-partners-ca
API:: https://www.capbench.com/api/public/businesses/k2-financial-partners-ca
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 K2 Financial Partners 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 K2 Financial Partners.