SBA lending record

Mitchell & Associates Financial LLC

1531 E Bradford Pkwy, Unit 302, Springfield, MO 65804 · Trust, Fiduciary, and Custody Activities. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$107K

Total SBA financing

Loan on record

FY2025

On record

Jobs supported

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

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The loan

$106,800 — FY2025

Gross approval: $106,800
SBA guaranteed: $90,780 (85%)
Status: Current
Rate at approval: 10% v
Term: 300 mo (25 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 12/9/2024
First disbursement: 12/31/2024
Days to fund: 22 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 1
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Trust, Fiduciary, and Custody Activities
NAICS code: 523991
Lender: OakStar Bank
Address: 1531 E Bradford Pkwy, Unit 302
City: Springfield, 65804
County: Greene
SBA district office: SPRINGFIELD BRANCH OFFICE
Congressional district: 7

The lender

OakStar Bank

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

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The banks most active funding trust, fiduciary, and custody activities — by location, industry.

SBA lenders in Missouri Lenders for trust, fiduciary, and custody activities Trust, Fiduciary, and Custody Activities lenders in Missouri

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

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SBA financing: ≈ $392K–$654K
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IBBNH, Inc.

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Idolize Brows and Beauty

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Summit Fiduciary Group, Llc

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Trust, Fiduciary, and Custody Activities

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All Done Funding, LLC

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Trust, Fiduciary, and Custody Activities

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SBA financing: ≈ $49K–$82K
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Agent summary

This page summarizes the public SBA 7(a) lending record for Mitchell & Associates Financial LLC in Springfield, MO (Trust, Fiduciary, and Custody Activities). 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 $107K
On record FY2025
1 jobs supported
Industry: Trust, Fiduciary, and Custody Activities
Location: Springfield, MO
Lender: OakStar Bank

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Trust, Fiduciary, and Custody Activities businesses in MO for ~$107k 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 2026-07-21.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
Canonical:: https://www.capbench.com/businesses/mitchell-associates-financial-llc-mo
API:: https://www.capbench.com/api/public/businesses/mitchell-associates-financial-llc-mo
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 Mitchell & Associates Financial LLC.