SBA lending record
Stewardship Wealth Management LP
1701 RIVER RUN, Fort Worth, TX 76107 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$1.2M
Total SBA financing
3
Loans on record
FY2024–26
On record
14
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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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.
All 3 loans
$250,000 — FY2026
Loan 1 of 3- Gross approval
- $250,000
- SBA guaranteed
- $187,500 (75%)
- Status
- Current
- Rate at approval
- 9.24% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 2/11/2026
- First disbursement
- 2/25/2026
- Days to fund
- 14 days
- Collateral
- Required
- Jobs supported
- 12
- Business type
- Partnership
- Business age
- Existing or more than 2 years old
- Industry
- Portfolio Management and Investment Advice
- NAICS code
- 523940
- Lender
- Live Oak Banking Company
- Address
- 1701 RIVER RUN
- City
- Fort Worth, 76107
- County
- Tarrant
- SBA district office
- DALLAS / FT WORTH DISTRICT OFFICE
- Congressional district
- 12
$307,000 — FY2025
Loan 2 of 3- Gross approval
- $307,000
- SBA guaranteed
- $230,250 (75%)
- Status
- Cancelled
- Rate at approval
- 9.2% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 10/30/2024
- Collateral
- Required
- Jobs supported
- 1
- Business type
- Partnership
- Business age
- Existing or more than 2 years old
- Industry
- Portfolio Management and Investment Advice
- NAICS code
- 523940
- Lender
- Live Oak Banking Company
- Address
- 1701 RIVER RUN STE 904
- City
- Fort Worth, 76107
- County
- Tarrant
- SBA district office
- DALLAS / FT WORTH DISTRICT OFFICE
- Congressional district
- 12
$635,000 — FY2024
Loan 3 of 3- Gross approval
- $635,000
- SBA guaranteed
- $476,250 (75%)
- Status
- Current
- Rate at approval
- 9.8% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 9/10/2024
- First disbursement
- 12/4/2024
- Days to fund
- 85 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 1
- Business type
- Partnership
- Business age
- Existing or more than 2 years old
- Industry
- Portfolio Management and Investment Advice
- NAICS code
- 523940
- Lender
- Live Oak Banking Company
- Address
- 1701 RIVER RUN
- City
- Fort Worth, 76107
- County
- Tarrant
- SBA district office
- DALLAS / FT WORTH DISTRICT OFFICE
- Congressional district
- 12
The lender
Live Oak Banking Company
3 loans to this businessFull SBA lending record + branches on the lender page →Find SBA lenders for businesses like this
The banks most active funding portfolio management and investment advice — by location, industry.
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.
Cristo Rey Properties, LLC
Fort Worth, TX· ~2 mi
Portfolio Management and Investment Advice
- $670K
- SBA financing
- ≈ $1.3M–$2.2M
- Est. revenue (rough)
Dawn Eisele Parks Financial Services LLC
Plano, TX· ~39 mi
Portfolio Management and Investment Advice
- $1.3M
- SBA financing
- ≈ $2.6M–$4.4M
- Est. revenue (rough)
Stansell Wealth Planning, LLC
Plano, TX· ~41 mi
Portfolio Management and Investment Advice
- $906K
- SBA financing
- ≈ $1.8M–$3.0M
- Est. revenue (rough)
Christopher M. Black
Plano, TX· ~38 mi
Portfolio Management and Investment Advice
- $900K
- SBA financing
- ≈ $1.8M–$2.9M
- Est. revenue (rough)
Preservation Capital, LLC
Dallas, TX· ~34 mi
Portfolio Management and Investment Advice
- $500K
- SBA financing
- ≈ $980K–$1.6M
- Est. revenue (rough)
Nautical Star Financial Group LLC
Irving, TX· ~27 mi
Portfolio Management and Investment Advice
- $350K
- SBA financing
- ≈ $686K–$1.1M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Stewardship Wealth Management LP in Fort Worth, TX (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.
- 3 SBA 7(a) loans totaling $1.2M
- On record FY2024–26
- 14 jobs supported
- Industry: Portfolio Management and Investment Advice
- Location: Fort Worth, TX
- Lender: Live Oak Banking Company
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 TX for ~$397k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-22.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
- 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 Stewardship Wealth Management LP.