SBA lending record

Transformational Advisory Group LLC

319 1ST AVE S, Seattle, WA 98104 · Portfolio Management and 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

Loan on record

FY2024

On record

Jobs supported

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

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The loan

$2,885,000 — FY2024

Gross approval: $2,885,000
SBA guaranteed: $2,163,750 (75%)
Status: Paid in full
Rate at approval: 9.21% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Business purchase
Approved: 10/19/2023
First disbursement: 1/4/2024
Days to fund: 77 days
Paid in full: 10/31/2024
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 5
Business type: Corporation
Business age: Change of Ownership
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Live Oak Banking Company
Address: 319 1ST AVE S
City: Seattle, 98104
County: King
SBA district office: SEATTLE DISTRICT OFFICE
Congressional district: 7

The lender

Live Oak Banking Company

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 Washington Lenders for portfolio management and investment advice Portfolio Management and Investment Advice lenders in Washington

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.

SGEA, LLC

Issaquah, WA· ~14 mi

Portfolio Management and Investment Advice

$1.4M
SBA financing: ≈ $2.7M–$4.5M
Est. revenue (rough)

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2020 Wealth Management LLC

Seattle, WA· ~0 mi

Portfolio Management and Investment Advice

$500K
SBA financing: ≈ $980K–$1.6M
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The Petricic Phillips Financial Group LLC

Bellevue, WA· ~7 mi

Portfolio Management and Investment Advice

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

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Douglas William Kenoyer

Arlington, WA· ~39 mi

Ameriprise Financial

$1.6M
SBA financing: ≈ $3.1M–$5.2M
Est. revenue (rough)

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One Day LLC

Seattle, WA· ~6 mi

Portfolio Management and Investment Advice

$191K
SBA financing: ≈ $374K–$623K
Est. revenue (rough)

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North Creek Capital, LLC

Seattle, WA· ~5 mi

Portfolio Management and Investment Advice

$250K
SBA financing: ≈ $490K–$817K
Est. revenue (rough)

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Agent summary

This page summarizes the public SBA 7(a) lending record for Transformational Advisory Group LLC in Seattle, WA (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 $2.9M
On record FY2024
5 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Seattle, WA
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 WA for ~$2.9M 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/transformational-advisory-group-llc-wa
API:: https://www.capbench.com/api/public/businesses/transformational-advisory-group-llc-wa
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 Transformational Advisory Group LLC.