SBA lending record

SWORDS WEALTH MANAGEMENT, LLC

17074 INTERSTATE HWY 20 WEST, Lindale, TX 75771 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$1.4M

Total SBA financing

Loans on record

FY2020

On record

Jobs supported

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

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All 2 loans

$642,000 — FY2020

Loan 1 of 2

Gross approval: $642,000
SBA guaranteed: $481,500 (75%)
Status: Cancelled
Rate at approval: 5% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 7/20/2020
Collateral: Required
Jobs supported: 1
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Investment Advice
NAICS code: 523930
Lender: Live Oak Banking Company
Address: 17074 INTERSTATE HWY 20 WEST
City: Lindale, 75771
County: Smith
SBA district office: DALLAS / FT WORTH DISTRICT OFFICE
Congressional district: 1

$750,000 — FY2020

Loan 2 of 2

Gross approval: $750,000
SBA guaranteed: $562,500 (75%)
Status: Paid in full
Rate at approval: 6% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Business purchase
Approved: 8/26/2020
First disbursement: 8/31/2020
Days to fund: 5 days
Paid in full: 4/30/2023
Collateral: None
Sold on secondary market: Yes
Jobs supported: 2
Business type: Corporation
Business age: Change of Ownership
Industry: Investment Advice
NAICS code: 523930
Lender: Byline Bank
Address: 17074 Interstate 20W
City: Lindale, 75771
County: Smith
SBA district office: DALLAS / FT WORTH DISTRICT OFFICE
Congressional district: 1

The lenders

Live Oak Banking Company

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

Byline Bank

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 Texas Lenders for investment advice Investment Advice lenders in Texas

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.

The Hammel Group, Inc

Dallas, TX· ~82 mi

Investment Advice

$1.0M
SBA financing: ≈ $2.0M–$3.4M
Est. revenue (rough)

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Moore Private Wealth Group, LLC

Cleburne, TX· ~115 mi

Investment Advice

$1.6M
SBA financing: ≈ $3.2M–$5.4M
Est. revenue (rough)

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TFR Wealth Management, LLC

Plano, TX· ~90 mi

Investment Advice

$2.2M
SBA financing: ≈ $4.3M–$7.2M
Est. revenue (rough)

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ELEMENT PARTNERS LLC

Dallas, TX· ~82 mi

Investment Advice

$2.8M
SBA financing: ≈ $5.5M–$9.2M
Est. revenue (rough)

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Redwood FP, LLC

Colleyville, TX· ~103 mi

Investment Advice

$635K
SBA financing: ≈ $1.2M–$2.1M
Est. revenue (rough)

View record

EFG of Texas, Inc.

Dallas, TX· ~85 mi

Investment Advice

$4.0M
SBA financing: ≈ $7.9M–$13M
Est. revenue (rough)

View record

Agent summary

This page summarizes the public SBA 7(a) lending record for SWORDS WEALTH MANAGEMENT, LLC in Lindale, TX (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 $1.4M
On record FY2020
3 jobs supported
Industry: Investment Advice
Location: Lindale, TX
Lenders: Live Oak Banking Company, Byline Bank

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in TX for ~$696k 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/swords-wealth-management-llc-tx
API:: https://www.capbench.com/api/public/businesses/swords-wealth-management-llc-tx
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 SWORDS WEALTH MANAGEMENT, LLC.