SBA lending record

The Breit Group, LLC

96 West Salisbury St, Wrightsville Beach, NC 28480 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$400K

Total SBA financing

Loan on record

FY2025

On record

Jobs supported

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

Is The Breit Group, LLC your business?

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.

Claim this listing Remove

The loan

$400,000 — FY2025

Gross approval: $400,000
SBA guaranteed: $300,000 (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: 7/22/2025
First disbursement: 8/13/2025
Days to fund: 22 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 4
Business type: Corporation
Business age: New Business or 2 years or less
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Byline Bank
Address: 96 West Salisbury St
City: Wrightsville Beach, 28480
County: New Hanover
SBA district office: NORTH CAROLINA DISTRICT OFFICE
Congressional district: 7

The lender

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 portfolio management and investment advice — by location, industry.

SBA lenders in North Carolina Lenders for portfolio management and investment advice Portfolio Management and Investment Advice lenders in North Carolina

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.

Martin Aaron Shapiro

Wilmington, NC· ~6 mi

Portfolio Management and Investment Advice

$265K
SBA financing: ≈ $520K–$866K
Est. revenue (rough)

View record

Grid 202 LLC

Durham, NC· ~129 mi

Portfolio Management and Investment Advice

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

View record

By Design Wealth Management, LLC

Columbia, SC· ~184 mi

Portfolio Management and Investment Advice

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

View record

HealthRight Products, LLC.

Greensboro, NC· ~171 mi

Northwestern Mutual - Field Director's Contract

$355K
SBA financing: ≈ $696K–$1.2M
Est. revenue (rough)

View record

Dixon and Company Wealth Management, LLC

Winston Salem, NC· ~194 mi

Portfolio Management and Investment Advice

$579K
SBA financing: ≈ $1.1M–$1.9M
Est. revenue (rough)

View record

Kyle Atkins Financial Group Inc

Spartanburg, SC· ~240 mi

Portfolio Management and Investment Advice

$300K
SBA financing: ≈ $588K–$980K
Est. revenue (rough)

View record

Agent summary

This page summarizes the public SBA 7(a) lending record for The Breit Group, LLC in Wrightsville Beach, NC (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.

1 SBA 7(a) loan totaling $400K
On record FY2025
4 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Wrightsville Beach, NC
Lender: Byline Bank

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 NC for ~$400k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.

Next steps

Pre-qualify this deal Talk to a loan broker Find SBA lenders Compare similar deals

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/the-breit-group-llc-nc
API:: https://www.capbench.com/api/public/businesses/the-breit-group-llc-nc
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.

Is The Breit Group, LLC your business?

This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.

Claim this listing

Researching a business like this one?

The numbers above are what a deal of this size and type actually looked like. Tell us what you're buying and we'll point you to the lenders most likely to fund it.

Free · No documents · Usually same-day

Backed by data on 1,000+ SBA lenders and 300,000+ funded deals. Your details go only to lending partners you ask to be matched with — never sold to advertisers.

By submitting, I agree that CapBench may share my contact information with SBA lending partners and loan brokers (including partners who compensate CapBench), and that they and CapBench may contact me about financing by phone, email, and text — including via autodialed or prerecorded calls and messages — at the phone number and email I provide. Consent is not a condition of any purchase or service, and message and data rates may apply. CapBench is not a lender and makes no credit decision.

CapBench listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with The Breit Group, LLC.