SBA lending record
Trebliq, LLC
203 SILVER BLUFF RD, Aiken, SC 29803 · Portfolio Management and 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
1
Loan on record
FY2023
On record
2
Jobs supported
Franchise brand
Ameriprise Financial
See Ameriprise Financial's SBA financing data — typical deal, failure rate, and how its loans perform →
● business — business location is the ZIP-area centroid from the public record
Is Trebliq, 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.
The loan
$1,395,000 — FY2023
- Gross approval
- $1,395,000
- SBA guaranteed
- $1,046,250 (75%)
- Status
- Current
- Rate at approval
- 8.5% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 5/30/2023
- First disbursement
- 6/16/2023
- Days to fund
- 17 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 2
- Business type
- Corporation
- Business age
- Startup, Loan Funds will Open Business
- Industry
- Portfolio Management and Investment Advice
- NAICS code
- 523940
- Franchise
- Ameriprise Financial
- Franchise code
- S0113
- Lender
- Live Oak Banking Company
- Address
- 203 SILVER BLUFF RD
- City
- Aiken, 29803
- County
- Aiken
- SBA district office
- SOUTH CAROLINA DISTRICT OFFICE
- Congressional district
- 2
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, and brand.
Other Ameriprise Financial locations
Other Ameriprise Financial businesses in the public SBA record — closest first, by location and deal size.
Jennifer N. Gray
Winchester, MA
Ameriprise Financial
- $1.5M
- SBA financing
- ≈ $2.9M–$4.8M
- Est. revenue (rough)
Oyster Bay SB, Inc
Winchester, MA
Ameriprise Financial
- $1.6M
- SBA financing
- ≈ $3.2M–$5.3M
- Est. revenue (rough)
JPKJR LLC
Atlanta, GA· ~155 mi
Ameriprise Financial
- $1.4M
- SBA financing
- ≈ $2.6M–$4.4M
- Est. revenue (rough)
William W. Grubbs, III
Atlanta, GA· ~154 mi
Ameriprise Financial
- $1.3M
- SBA financing
- ≈ $2.5M–$4.1M
- Est. revenue (rough)
JB Financial Enterprises LLC
Jacksonville, FL· ~226 mi
Ameriprise Financial
- $1.4M
- SBA financing
- ≈ $2.7M–$4.6M
- Est. revenue (rough)
Sua Sponte Partners, LLC
Seven Hills, OH· ~541 mi
Ameriprise Financial
- $1.6M
- SBA financing
- ≈ $3.2M–$5.4M
- Est. revenue (rough)
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.
SJJ HOLDINGS LLC
Alpharetta, GA· ~148 mi
Portfolio Management and Investment Advice
- $1.1M
- SBA financing
- ≈ $2.2M–$3.7M
- Est. revenue (rough)
DARIN S. RUTTENBERG
Senoia, GA· ~169 mi
Portfolio Management and Investment Advice
- $1.5M
- SBA financing
- ≈ $2.9M–$4.8M
- Est. revenue (rough)
77 Below Financial LLC
Evans, GA· ~25 mi
Portfolio Management and Investment Advice
- $50K
- SBA financing
- ≈ $98K–$163K
- Est. revenue (rough)
By Design Wealth Management, LLC
Columbia, SC· ~53 mi
Portfolio Management and Investment Advice
- $350K
- SBA financing
- ≈ $686K–$1.1M
- Est. revenue (rough)
Financial Consultants Group, Inc.
Cumming, GA· ~145 mi
Portfolio Management and Investment Advice
- $600K
- SBA financing
- ≈ $1.2M–$2.0M
- Est. revenue (rough)
Stewardship Wealth Management LP
Fort Worth, TX· ~907 mi
Portfolio Management and Investment Advice
- $1.2M
- SBA financing
- ≈ $2.3M–$3.9M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Trebliq, LLC in Aiken, SC (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 $1.4M
- On record FY2023
- 2 jobs supported
- Industry: Portfolio Management and Investment Advice
- Location: Aiken, SC
- 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 SC for ~$1.4M deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.
- 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.
- 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 Trebliq, 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.
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.
CapBench listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Trebliq, LLC.