Industry intelligence
Investment Advice in Ohio
18 investment advice businesses in Ohio financed with SBA 7(a) loans, largest first. Each links to its complete record.
- Sua Sponte Partners, LLCSeven Hills, OH · 2 loans$1.6M
- Brad HandelYoungstown, OH · 1 loan$1.5M
- Retirement Planners Marketing LLCCleveland, OH · 1 loan$1.1M
- Pathfinder Wealth Advisors, LLCMayfield, OH · 1 loan$510K
- S & D Capital, LLCOregon, OH · 1 loan$350K
- Daniel L. Gilbert, CLUTipp City, OH · 1 loan$315K
- Ameriprise FinancialDelphos, OH · 1 loan$296K
- Adams Wealth Management GroupCenterville, OH · 1 loan$280K
- Travis CremeansColumbus, OH · 1 loan$250K
- Helen M ColonWesterville, OH · 1 loan$230K
- Warther Companies LLCAkron, OH · 1 loan$170K
- Crossroads Investment Planning, LLCDayton, OH · 1 loan$150K
- JAG Enterprises LLCEast Lake, OH · 1 loan$100K
- Matthew E BeeghleyColumbus, OH · 2 loans$85K
- Clancy Financial LLCDublin, OH · 1 loan$85K
- Bullseye Investment Management, LLCCincinnati, OH · 1 loan$50K
- CENTER FOR WEALTH MANAGEMENTCincinnati, OH · 1 loan$20K
- Gorlistic, LLC - GrowthPointe Group LLCSolon, OH · 1 loan$15K
AI summary
Ohio has 18 investment advice businesses on record financed with SBA 7(a) loans, the largest of which closed $1.6M in financing.
CapBench SBA Intelligence ranks the SBA lenders actively financing investment advice deals in Ohio and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can see who funds investment advice businesses in Ohio 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 investment advice businesses in Ohio, largest first, from CapBench SBA Intelligence. Each entry links to its complete public loan record. CapBench is not a lender.
- 18 investment advice businesses financed in Ohio
- Largest deal on record: $1.6M
- State: Ohio
- Industry: Investment Advice
- 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.
- 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 Ohio project address.