SBA lending record

Legacy Advisors, Inc.

1601 BELVEDERE RD, West Palm Beach, FL 33406 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$550K

Total SBA financing

Loans on record

FY2021–24

On record

Jobs supported

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

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All 3 loans

$150,000 — FY2024

Loan 1 of 3

Gross approval: $150,000
SBA guaranteed: $127,500 (85%)
Status: Current
Rate at approval: 13.25% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 11/8/2023
First disbursement: 11/16/2023
Days to fund: 8 days
Collateral: None
Sold on secondary market: Yes
Jobs supported: 1
Business type: Corporation
Business age: New Business or 2 years or less
Industry: All Other Insurance Related Activities
NAICS code: 524298
Lender: BayFirst National Bank
Address: 1601 BELVEDERE RD STE 305S
City: West Palm Beach, 33406
County: Palm Beach
SBA district office: SOUTH FLORIDA DISTRICT OFFICE
Congressional district: 20

$150,000 — FY2023

Loan 2 of 3

Gross approval: $150,000
SBA guaranteed: $127,500 (85%)
Status: Current
Rate at approval: 10% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 10/12/2022
First disbursement: 10/19/2022
Days to fund: 7 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 6
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Claims Adjusting
NAICS code: 524291
Lender: BayFirst National Bank
Address: 1601 BELVEDERE RD
City: West Palm Beach, 33406
County: Palm Beach
SBA district office: SOUTH FLORIDA DISTRICT OFFICE
Congressional district: 20

$250,000 — FY2021

Loan 3 of 3

Gross approval: $250,000
SBA guaranteed: $225,000 (90%)
Status: Current
Rate at approval: 6% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 3/5/2021
First disbursement: 3/19/2021
Days to fund: 14 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 1
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Investment Advice
NAICS code: 523930
Lender: BayFirst National Bank
Address: 1601 BELVEDERE RD
City: West Palm Beach, 33406
County: Palm Beach
SBA district office: SOUTH FLORIDA DISTRICT OFFICE
Congressional district: 20

The lender

BayFirst National Bank

3 loans to this businessFull SBA lending record + branches on the lender page →

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

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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.

LEGACY WEALTH MANAGEMENT ADVISORS, LLC

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$450K
SBA financing: ≈ $882K–$1.5M
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$350K
SBA financing: ≈ $686K–$1.1M
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SRA Team LLC

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SBA financing: ≈ $2.1M–$3.6M
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Everglades Parkland Advisors LLC

Coral Springs, FL· ~29 mi

Investment Advice

$350K
SBA financing: ≈ $686K–$1.1M
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MRB18, LLC

Boca Raton, FL· ~22 mi

Investment Advice

$150K
SBA financing: ≈ $294K–$490K
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Entelevest, LLC

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Investment Advice

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

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Agent summary

This page summarizes the public SBA 7(a) lending record for Legacy Advisors, Inc. in West Palm Beach, FL (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.

3 SBA 7(a) loans totaling $550K
On record FY2021–24
8 jobs supported
Industry: Investment Advice
Location: West Palm Beach, FL
Lender: BayFirst National Bank

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in FL for ~$183k 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 2026-06-18.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
Canonical:: https://www.capbench.com/businesses/legacy-advisors-inc-fl
API:: https://www.capbench.com/api/public/businesses/legacy-advisors-inc-fl
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.

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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 Legacy Advisors, Inc..