Industry intelligence
Investment Advice in Texas
33 investment advice businesses in Texas financed with SBA 7(a) loans, largest first. Each links to its complete record.
- Premium 72 Capital, LLCHouston, TX · 3 loans$5.3M
- DGW Worldwide, LLCWebster, TX · 1 loan$5.0M
- EFG of Texas, Inc.Dallas, TX · 1 loan$4.0M
- KLEIN FINANCIAL SERVICES LPTomball, TX · 1 loan$3.8M
- ELEMENT PARTNERS LLCDallas, TX · 1 loan$2.8M
- TFR Wealth Management, LLCPlano, TX · 1 loan$2.2M
- CENTRIC ADVISORS LLCHouston, TX · 1 loan$2.2M
- Koinonia Wealth, LLCSpring, TX · 1 loan$2.2M
- Michael Ray SanchezBee Cave, TX · 1 loan$2.0M
- Moore Private Wealth Group, LLCCleburne, TX · 1 loan$1.6M
- ESS1B Holdings Company LLCHouston, TX · 1 loan$1.6M
- SWORDS WEALTH MANAGEMENT, LLCLindale, TX · 2 loans$1.4M
- John StearnsCorpus Christi, TX · 1 loan$1.4M
- Scrimpshire & Associates, LLCSan Antonio, TX · 1 loan$1.1M
- The Hammel Group, IncDallas, TX · 2 loans$1.0M
- Devaron Maurius YatesHouston, TX · 1 loan$720K
- PLANWISE RETIREMENT STRATEGIES INCAustin, TX · 1 loan$699K
- Redwood FP, LLCColleyville, TX · 1 loan$635K
- R.R. Robertson Wealth Management LLCGlen Rose, TX · 1 loan$633K
- Spiller and AssociatesWebster, TX · 1 loan$575K
- Atwell Private Wealth Management LLCBurleson, TX · 1 loan$560K
- Jeffrey ShenkmanDallas, TX · 1 loan$520K
- Wisdom Mbaluka PLLCConroe, TX · 1 loan$495K
- Sarah WalshRichardson, TX · 1 loan$390K
- STOUT ASSET MANAGEMENT LLCSpicewood, TX · 1 loan$385K
- DFG Holdings, LLCSan Antonio, TX · 1 loan$360K
- Rogers Capital Management LLCHurst, TX · 1 loan$335K
- Lindsay JonesPlano, TX · 1 loan$300K
- Equilibria Wealth Management, LLCKaty, TX · 1 loan$260K
- Sabonghy Investments LLCHouston, TX · 1 loan$250K
- Redfish Capital Management LLCCypress, TX · 1 loan$200K
- Per Ardua Financial Solutions, LLC.Celina, TX · 2 loans$137K
- MOMENTUM WEALTH STRATEGIESDallas, TX · 1 loan$15K
AI summary
Texas has 33 investment advice businesses on record financed with SBA 7(a) loans, the largest of which closed $5.3M in financing.
CapBench SBA Intelligence ranks the SBA lenders actively financing investment advice deals in Texas and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can see who funds investment advice businesses in Texas 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 Texas, largest first, from CapBench SBA Intelligence. Each entry links to its complete public loan record. CapBench is not a lender.
- 33 investment advice businesses financed in Texas
- Largest deal on record: $5.3M
- State: Texas
- 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 Texas project address.