SBA lending record

SRA Team LLC

1875 NW Corporate Blvd Ste 280, Boca Raton, FL 33431 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$1.1M

Total SBA financing

Loans on record

FY2020–23

On record

Jobs supported

Franchise brand

Ameriprise Financial

See Ameriprise Financial's SBA financing data — typical deal, failure rate, and how its loans perform →

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

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All 2 loans

$490,000 — FY2023

Loan 1 of 2

Gross approval: $490,000
SBA guaranteed: $367,500 (75%)
Status: Current
Rate at approval: 10.25% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 4/7/2023
First disbursement: 4/18/2023
Days to fund: 11 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 12
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Franchise: Ameriprise Financial
Franchise code: S0113
Lender: Byline Bank
Address: 2700 N Military Trail Ste 300
City: Boca Raton, 33431
County: Palm Beach
SBA district office: SOUTH FLORIDA DISTRICT OFFICE
Congressional district: 22

$600,000 — FY2020

Loan 2 of 2

Gross approval: $600,000
SBA guaranteed: $450,000 (75%)
Status: Current
Rate at approval: 5.5% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 8/3/2020
First disbursement: 8/31/2020
Days to fund: 28 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 12
Business type: Corporation
Business age: New Business or 2 years or less
Industry: Investment Advice
NAICS code: 523930
Franchise: Ameriprise Financial
Franchise code: S0113
Lender: Byline Bank
Address: 1875 NW Corporate Blvd Ste 280
City: Boca Raton, 33431
County: Palm Beach
SBA district office: SOUTH FLORIDA DISTRICT OFFICE
Congressional district: 22

The lender

Byline Bank

2 loans 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, and brand.

SBA lenders in Florida Lenders for investment advice Investment Advice lenders in Florida Ameriprise Financial lenders Ameriprise Financial lenders in Florida

Other Ameriprise Financial locations

Other Ameriprise Financial businesses in the public SBA record — closest first, by location and deal size.

Bret Chernow Consulting Inc

Boca Raton, FL· ~0 mi

Ameriprise Financial

$1.2M
SBA financing: ≈ $2.3M–$3.9M
Est. revenue (rough)

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Jennifer N. Gray

Winchester, MA

Ameriprise Financial

$1.5M
SBA financing: ≈ $2.9M–$4.8M
Est. revenue (rough)

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Oyster Bay SB, Inc

Winchester, MA

Ameriprise Financial

$1.6M
SBA financing: ≈ $3.2M–$5.3M
Est. revenue (rough)

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Jamie D Wingfield

Tampa, FL· ~189 mi

Ameriprise Financial

$835K
SBA financing: ≈ $1.6M–$2.7M
Est. revenue (rough)

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RLC 2019, Corp

Windermere, FL· ~172 mi

Ameriprise Financial

$815K
SBA financing: ≈ $1.6M–$2.7M
Est. revenue (rough)

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Trebliq, LLC

Aiken, SC· ~504 mi

Ameriprise Financial

$1.4M
SBA financing: ≈ $2.7M–$4.6M
Est. revenue (rough)

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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

Delray Beach, FL· ~6 mi

Investment Advice

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

View record

Risk Management Partners, Incorporated

Boca Raton, FL· ~0 mi

Investment Advice

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

View record

CLUBHOUSE PRIVATE WEALTH INSURANCE & CONSULTING SERVICES, LLC

Weston, FL· ~25 mi

Investment Advice

$1.3M
SBA financing: ≈ $2.6M–$4.4M
Est. revenue (rough)

View record

Legacy Advisors, Inc.

West Palm Beach, FL· ~22 mi

Investment Advice

$550K
SBA financing: ≈ $1.1M–$1.8M
Est. revenue (rough)

View record

Everglades Parkland Advisors LLC

Coral Springs, FL· ~9 mi

Investment Advice

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

View record

MRB18, LLC

Boca Raton, FL· ~0 mi

Investment Advice

$150K
SBA financing: ≈ $294K–$490K
Est. revenue (rough)

View record

Agent summary

This page summarizes the public SBA 7(a) lending record for SRA Team LLC in Boca Raton, 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.

2 SBA 7(a) loans totaling $1.1M
On record FY2020–23
24 jobs supported
Industry: Investment Advice
Location: Boca Raton, FL
Lender: Byline 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 ~$545k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.

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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/sra-team-llc-fl
API:: https://www.capbench.com/api/public/businesses/sra-team-llc-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 SRA Team LLC.