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Lender record

Oak Bank

The real lending record — every figure from funded deals. HQ: 5951 Mckee Rd, Fitchburg, WI. 1 branch.

34

Recent deals (FY20+)

$325K

Typical deal

25 days

Approval → funding

0%

Failure rate (FY20–23)

Where Oak Bank lends

Deals Oak Bank funded — list all 34 as text

Deal profile

Most Oak Bank deals land between $155K and $600K — that range covers half of everything they fund. Top industries and states:

Industries they fund most

  1. 1.Fitness and Recreational Sports Centers (3)
  2. 2.Florists (3)
  3. 3.Tax Preparation Services (2)
  4. 4.All Other Professional, Scientific, and Technical Services (2)
  5. 5.Confectionery and Nut Retailers (2)
  6. 6.Supermarkets and Other Grocery Retailers (except Convenience (2)
  7. 7.Confectionery Manufacturing from Purchased Chocolate (2)
  8. 8.Full-Service Restaurants (2)

Most active states

  1. 1.Wisconsin (34 deals)

Franchises they finance most

Servpro

2 deals

Tailored Living

1 deals

The Goddard School

1 deals

Can Oak Bank fund you? The bank behind the loans

Total assets

$462.1M

▼ 2% vs prior quarter

Deposits on hand

$397.6M

▼ 2.2% vs prior quarter

Loans outstanding

$356.5M

▼ 1.8% vs prior quarter

Net income (latest qtr)

$1.5M

  • •An active SBA program (~1.5% of the book in this year's production) — they know the process, but SBA isn't the main event. Ask who runs their SBA desk before committing your timeline. That makes Oak Bank more SBA-focused than 83% of the banks on our record.
  • •Deposits shrank last quarter — worth asking early how much new-loan appetite they have right now.
  • •Return on assets of 1.26% — above the ~1% mark generally considered strong for a bank. How any of this translates to your rate is a question for the loan officer — pricing is set deal by deal.

FDIC call-report data, quarter ending 03/2026.

Walk into a Oak Bank branch (1)

Oak BankMain office5951 Mckee RdFitchburg, WI 53719 · since 2000

Branch data: FDIC BankFind.

Recent deals

  • Yaeger Advisory Services and Tax, LLC in Madison, WI — $1.7M (2026) · purchase · Tax Preparation Services
  • Arbor Systems Tree Care LLC in Oregon, WI — $1.6M (2026) · purchase · All Other Professional, Scientific, and Technical Services
  • Abel Storage Solutions, LLC in Madison, WI — $810K (2026) · Residential Remodelers
  • Community Law S.C. in Madison, WI — $500K (2026) · Offices of Lawyers
  • Arbor Systems Tree Care LLC in Oregon, WI — $200K (2026) · All Other Professional, Scientific, and Technical Services
  • Yaeger RSA, LLC, a Delaware limited liability company in Brookfield, WI — $1.2M (2025) · purchase · Offices of Certified Public Accountants
  • Yaeger Advisory Services and Tax, LLC in Waunakee, WI — $500K (2025) · Tax Preparation Services
  • Fore Off the Tee, LLC in Madison, WI — $342K (2025) · All Other Amusement and Recreation Industries
  • Dragonfly Hot Yoga, LLC in Madison, WI — $300K (2025) · Fitness and Recreational Sports Centers
  • Fortune Favors LLC F/K/A Nutkrack LLC in Madison, WI — $275K (2024) · Confectionery and Nut Retailers

Hover or tap a deal for terms: program, rate, SBA guarantee, days to fund.

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Businesses Oak Bank financed

24 businesses on record. Each links to its full SBA record.

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CapBench analysis of public lending records, FY2020–present. Not affiliated with Oak Bank.

Agent summary

This page summarizes Oak Bank's public SBA 7(a) lending record — deal sizes, industries, geography, and FDIC profile — from CapBench SBA Intelligence. CapBench is not a lender and does not originate or approve loans.

  • 34 SBA 7(a) loans on record
  • $325K typical deal
  • 5 business-acquisition loans
  • HQ: 5951 Mckee Rd, Fitchburg, WI
  • 1 FDIC branch location
  • FDIC total assets $462.1M

Next steps

Request an introRank lendersPre-qualify a deal
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.
Canonical:
https://www.capbench.com/lenders/oak-bank
API:
https://www.capbench.com/api/public/lenders/oak-bank
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.
  • Lender matches are informational and based on public lending activity — they do not guarantee lender interest or approval.

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