Industry intelligence
Insurance Agencies and Brokerages in Utah
50+ insurance agencies and brokerages businesses in Utah financed with SBA 7(a) loans, largest first. Each links to its complete record.
- JRS Capital Management CorporationKaysville, UT · 1 loan$2.4M
- Custom Insurance Solutions, LLCLehi, UT · 3 loans$2.1M
- Insure Right Insurance Agency, LLCAmerican Fork, UT · 1 loan$2.1M
- Velocity Insurance Group LLCPark City, UT · 1 loan$1.7M
- Eastman Risk ManagementWest Haven, UT · 1 loan$1.6M
- Roestenburg Insurance Agency, Inc.Salt Lake City, UT · 1 loan$1.6M
- BJF Insurance Services IncSalt Lake City, UT · 1 loan$1.3M
- Brunello Holdings LLCSouth Jordan, UT · 1 loan$1.3M
- Mountain Ridge Insurance Group LLCLayton, UT · 1 loan$760K
- Caliber Select Insurance, LLCOrem, UT · 1 loan$743K
- Tommy Thomsen Insurance Agency Inc.West Jordan, UT · 2 loans$703K
- Stratford Insurance Group, Inc.Layton, UT · 1 loan$700K
- Insurance & More, L.L.C.St. George, UT · 2 loans$598K
- Davis and Davis, IncWest Jordan, UT · 3 loans$539K
- JTK Properties Limited Liability CompanyLehi, UT · 1 loan$510K
- Christian Brindle Insurance Services, IncSandy, UT · 1 loan$485K
- Metcalfe & Associates, LLCKaysville, UT · 1 loan$417K
- Pesci Property Ventures, LLCOrem, UT · 1 loan$390K
- Jordan Weyburn Insurance Agency IncSandy, UT · 1 loan$383K
- AXIOM FINANCIAL SERVICESSalt Lake City, UT · 1 loan$354K
- Alliance Financial Advisors, LLCRiverton, UT · 1 loan$350K
- Stringham Insurance Group IncKaysville, UT · 1 loan$350K
- Platinum, LLCKaysville, UT · 1 loan$332K
- ENVISION FINANCIAL, INC.South Jordan, UT · 2 loans$311K
- Fortify Insurance Advisors LLCHighland, UT · 1 loan$307K
- HP5 Enterprises, IncCedar Hills, UT · 1 loan$300K
- The Leavitt Agency, IncBountiful, UT · 1 loan$280K
- Bar V 2 Financial Inc.Vernal, UT · 1 loan$280K
- DUO HOLDINGS, LLCMurray, UT · 1 loan$268K
- Eastman Risk Advisors LLCLayton, UT · 1 loan$250K
- CUI Wealth Management LLCMidvale, UT · 2 loans$200K
- Sanders Insurance LLCSaratoga Springs, UT · 2 loans$200K
- Dario Garcia Insurance Agency, Inc.South Salt Lake, UT · 3 loans$170K
- David Wiershem Insurance and Financial Services, Inc.Salt Lake City, UT · 1 loan$150K
- Eric Chaparro Agency Inc.Clinton, UT · 1 loan$148K
- CHRISTOPHER HALL INSURANCE, LLCOrem, UT · 2 loans$139K
- PJETER INSURANCE AND INVESTMENT, INC.Herriman, UT · 2 loans$110K
- MOUNTAIN PEAK INSURANCE SERVICESSalt Lake City, UT · 1 loan$100K
- THE MATT MASON AGENCY, INC.Sandy, UT · 1 loan$100K
- DAVID WIERSCHEM INSURANCE AND FINANCIAL SERVICES, INC.Salt Lake City, UT · 1 loan$78K
- Leave It To Schriever, Inc.Provo, UT · 1 loan$75K
- INSURANCE SOLUTIONS GROUP OF UTAH INCSandy, UT · 1 loan$55K
- OneQuest Insurance Solutions LLCSouth Jordan, UT · 1 loan$50K
- Big Pine Insurance; Big Pine Insurance AgencyProvo, UT · 1 loan$39K
- MICARE CAPITAL INC.Lehi, UT · 1 loan$30K
- Luis E GarciaRiverton, UT · 1 loan$26K
- Dynasty Insurance Services LLCSaint George, UT · 1 loan$25K
- Desert Crest Insurance LLCSaint George, UT · 1 loan$25K
- Clear Benefits Group, LLCBountiful, UT · 1 loan$25K
- Christensen Insurance Group LLCSandy, UT · 1 loan$25K
AI summary
Utah has 50+ insurance agencies and brokerages businesses on record financed with SBA 7(a) loans, the largest of which closed $2.4M in financing.
CapBench SBA Intelligence ranks the SBA lenders actively financing insurance agencies and brokerages deals in Utah and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can see who funds insurance agencies and brokerages businesses in Utah before they approach a lender.
Source: CapBench SBA Intelligence, based on public SBA, lender, franchise, FDIC, and related records. CapBench is not a lender and does not guarantee financing.
Agent summary
This page lists public SBA 7(a)-financed insurance agencies and brokerages businesses in Utah, largest first, from CapBench SBA Intelligence. Each entry links to its complete public loan record. CapBench is not a lender.
- 50+ insurance agencies and brokerages businesses financed in Utah
- Largest deal on record: $2.4M
- State: Utah
- Industry: Insurance Agencies and Brokerages
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-20.
- 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.
- Results cover businesses with a project address in this state. Figures are historical public loan records, not a current offer or loan approval.
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CapBench analysis of public SBA 7(a) lending records with a Utah project address.