SBA lending record

Todd Sulzer

15396 N 83rd Building G, Peoria, AZ 85381 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$2.9M

Total SBA financing

Loans on record

FY2021–23

On record

Jobs supported

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

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All 2 loans

$250,000 — FY2023

Loan 1 of 2

Gross approval: $250,000
SBA guaranteed: $125,000 (50%)
Status: Paid in full
Rate at approval: 10.5% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 3/21/2023
First disbursement: 3/30/2023
Days to fund: 9 days
Paid in full: 3/31/2024
Collateral: Required
Jobs supported: 1
Business type: Individual
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Byline Bank
Address: 15396 N 83rd Bldg G Suite 101
City: Peoria, 85381
County: Maricopa
SBA district office: ARIZONA DISTRICT OFFICE
Congressional district: 8

$2,665,000 — FY2021

Loan 2 of 2

Gross approval: $2,665,000
SBA guaranteed: $2,398,500 (90%)
Status: Paid in full
Rate at approval: 5.75% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 2/1/2021
First disbursement: 2/28/2021
Days to fund: 27 days
Paid in full: 3/31/2024
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 1
Business type: Individual
Business age: Existing or more than 2 years old
Industry: Investment Advice
NAICS code: 523930
Lender: Byline Bank
Address: 15396 N 83rd Building G
City: Peoria, 85381
County: Maricopa
SBA district office: ARIZONA DISTRICT OFFICE
Congressional district: 8

The lender

Byline Bank

2 loans to this businessFull SBA lending record + branches on the lender page →

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The banks most active funding investment advice — by location, industry.

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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.

Craig Landers

Peoria, AZ· ~0 mi

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SBA financing: ≈ $5.2M–$8.7M
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Kevin L Ehlers

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SBA financing: ≈ $11M–$18M
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Tony Griepentrog Inc.

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SBA financing: ≈ $2.9M–$4.9M
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Tushaus Group, LLC

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Investment Advice

$951K
SBA financing: ≈ $1.9M–$3.1M
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Kyle James Riley

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Cogent Wealth Management, LLC

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SBA financing: ≈ $422K–$703K
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Agent summary

This page summarizes the public SBA 7(a) lending record for Todd Sulzer in Peoria, AZ (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 $2.9M
On record FY2021–23
2 jobs supported
Industry: Investment Advice
Location: Peoria, AZ
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 AZ for ~$1.5M 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/todd-sulzer-az
API:: https://www.capbench.com/api/public/businesses/todd-sulzer-az
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 Todd Sulzer.