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SBA lending record

THE CBA GROUP, LLC

20462 CHARTWELL CENTER DR, Cornelius, NC 28031 · Miscellaneous Financial Investment Activities. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$28K

Total SBA financing

1

Loan on record

FY2025

On record

6

Jobs supported

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

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The loan

$27,700 — FY2025

Gross approval: $27,700
SBA guaranteed: $23,545 (85%)
Status: Current
Rate at approval: 12.25% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 4/22/2025
First disbursement: 4/24/2025
Days to fund: 2 days
Collateral: None
Sold on secondary market: Yes
Jobs supported: 6
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Miscellaneous Financial Investment Activities
NAICS code: 523999
Lender: BayFirst National Bank
Address: 20462 CHARTWELL CENTER DR
City: Cornelius, 28031
County: Mecklenburg
SBA district office: NORTH CAROLINA DISTRICT OFFICE
Congressional district: 12

The lender

BayFirst National Bank

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

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The banks most active funding miscellaneous financial investment activities — by location, industry.

SBA lenders in North Carolina Lenders for miscellaneous financial investment activities Miscellaneous Financial Investment Activities lenders in North Carolina

Similar businesses

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

Paradise Equity Partners

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Miscellaneous Financial Investment Activities

$5.0M
SBA financing: ≈ $9.8M–$16M
Est. revenue (rough)

MRV FINANCIAL SERVICES INC

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Miscellaneous Financial Investment Activities

$205K
SBA financing: ≈ $402K–$670K
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JPC Financial Services, LLC

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Miscellaneous Financial Investment Activities

$15K
SBA financing: ≈ $29K–$49K
Est. revenue (rough)

EDUCATED WALLET, LLC

Albuquerque, NM· ~1447 mi

Miscellaneous Financial Investment Activities

$50K
SBA financing: ≈ $98K–$163K
Est. revenue (rough)

Third Act Retirement Planning

Marietta, GA· ~228 mi

Miscellaneous Financial Investment Activities

$80K
SBA financing: ≈ $157K–$261K
Est. revenue (rough)

AGG ASSET MANAGEMENT, LLC

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Miscellaneous Financial Investment Activities

$69K
SBA financing: ≈ $135K–$225K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for THE CBA GROUP, LLC in Cornelius, NC (Miscellaneous Financial Investment 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 $28K
On record FY2025
6 jobs supported
Industry: Miscellaneous Financial Investment Activities
Location: Cornelius, NC
Lender: BayFirst National Bank

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Miscellaneous Financial Investment Activities businesses in NC for ~$28k 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 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
Canonical:: https://www.capbench.com/businesses/the-cba-group-llc-nc
API:: https://www.capbench.com/api/public/businesses/the-cba-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.

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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 THE CBA GROUP, LLC.

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