Industry intelligence
Portfolio Management in Ohio
8 portfolio management businesses in Ohio financed with SBA 7(a) loans, largest first. Each links to its complete record.
- Jessup Wealth Management, Inc.Oakwood, OH · 1 loan$1.3M
- Glasfunds, LLCCleveland, OH · 2 loans$1.0M
- Lynch Financial Group LLCDublin, OH · 1 loan$820K
- SS+D FINANCIAL, INC.Dayton, OH · 1 loan$703K
- SS+D FINANCAIL, INC.Dayton, OH · 1 loan$677K
- BISHOP REAL ESTATE I, LLCHudson, OH · 1 loan$500K
- WHETRO ADVISORS, INC.Toledo, OH · 2 loans$304K
- Jervis Financial Group, LLCWarren, OH · 1 loan$80K
AI summary
Ohio has 8 portfolio management businesses on record financed with SBA 7(a) loans, the largest of which closed $1.3M in financing.
CapBench SBA Intelligence ranks the SBA lenders actively financing portfolio management deals in Ohio and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can see who funds portfolio management 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 portfolio management businesses in Ohio, largest first, from CapBench SBA Intelligence. Each entry links to its complete public loan record. CapBench is not a lender.
- 8 portfolio management businesses financed in Ohio
- Largest deal on record: $1.3M
- State: Ohio
- Industry: Portfolio Management
- 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.