SBA Loans for Securities Brokerage in California: Top Lenders
NAICS 523NAICS 523 covers securities brokerage businesses in California. Based on historical SBA 7(a) lending data.
Total Approvals
26
in California
Median Loan Size
$345,000
per approval
Recent Activity
4
last 90 days through Nov 2025
NAICS 523 covers securities brokerage businesses. This is a smaller category in SBA 7(a) lending with 26 approvals on record and a median loan size of $345,000.
Key trends & insights
- Live OAK Banking Company leads this industry with 5 approvals (19% market share) and a median loan of $350,000.
Most active SBA lenders for Securities Brokerage in California
| # | Lender | Approvals | Median Size |
|---|---|---|---|
| 1 | 5 | $350,000 | |
| 2 | 4 | $250,000 | |
| 3 | 3 | $875,000 | |
| 4 | 1 | $595,000 | |
| 5 | 1 | $1,500,000 | |
| 6 | 1 | $150,000 | |
| 7 | 1 | $200,000 | |
| 8 | 1 | $765,000 | |
| 9 | 1 | $150,000 | |
| 10 | 1 | $695,700 | |
| 11 | 1 | $238,000 | |
| 12 | 1 | $150,000 | |
| 13 | 1 | $340,000 | |
| 14 | 1 | $150,600 | |
| 15 | 1 | $378,000 | |
| 16 | 1 | $350,000 | |
| 17 | 1 | $150,000 |
Recent SBA 7(a) approvals for Securities Brokerage in California
| Month | Lender | Borrower | Location | Amount |
|---|---|---|---|---|
| 2025-11 | Live Oak Banking Company | FUL*****INC | TEMECULA, CA | $350,000 |
| 2025-08 | California Bank of Commerce, NA | Van*****LLC | SANTA CLARITA, CA | $378,000 |
| 2025-08 | Readycap Lending, LLC | Ast*****ent | CAMERON PARK, CA | $350,000 |
| 2025-07 | Grasshopper Bank National Association | Div*****tal | LOS ALTOS, CA | $1,500,000 |
| 2025-03 | Sunwest Bank | Wes*****LLC | NEWPORT BEACH, CA | $200,000 |
| 2024-08 | JPMorgan Chase Bank, National Association | SIM*****NC. | CORONA, CA | $340,000 |
| 2024-04 | Lendistry SBLC, LLC | Cha*****ent | COVINA, CA | $150,000 |
| 2023-10 | U.S. Bank, National Association | SON*****LLC | SONOMA, CA | $606,500 |
| 2023-10 | Live Oak Banking Company | Lif*****LLC | BEVERLY HILLS, CA | $300,000 |
| 2023-10 | Live Oak Banking Company | Lif*****LLC | BEVERLY HILLS, CA | $500,000 |
| 2023-02 | U.S. Bank, National Association | Sag*****lth | Orange, CA | $3,887,000 |
| 2023-01 | Live Oak Banking Company | JML*****nc. | SAN DIEGO, CA | $350,000 |
| 2022-04 | KeyPoint CU | Par*****nc. | Alameda, CA | $595,000 |
| 2021-12 | U.S. Bank, National Association | BRE*****TTA | SAN DIEGO, CA | $21,000 |
| 2021-11 | U.S. Bank, National Association | KIN*****INC | CAMPBELL, CA | $250,000 |
| 2021-10 | U.S. Bank, National Association | WIL*****TED | SAN DIEGO, CA | $250,000 |
| 2021-08 | Byline Bank | ALP*****LLC | GOLD RIVER, CA | $175,000 |
| 2021-08 | Zions Bank, A Division of | Rui*****LLC | SAN DIEGO, CA | $238,000 |
| 2021-07 | BMO Bank National Association | 7 S*****LLC | LA MESA, CA | $695,700 |
| 2021-07 | Live Oak Banking Company | For*****LLC | SANTA BARBARA, CA | $790,000 |
| 2021-05 | Banner Bank | Woo*****nc. | RAMONA, CA | $150,600 |
| 2020-08 | First State Bank Nebraska | Ull*****ial | Fresno, CA | $765,000 |
| 2020-08 | Byline Bank | RUS*****NC. | ALISO VIEJO, CA | $875,000 |
| 2020-06 | Byline Bank | TOM*****ENT | SAN RAMON, CA | $2,550,000 |
| 2020-05 | First Savings Bank | Fin*****LLC | BURBANK, CA | $150,000 |
| 2020-01 | BayFirst National Bank | NY***LLC | LAGUNA HILLS, CA | $150,000 |
| 2019-10 | American Business Bank | WAR*****LLC | TUSTIN, CA | $150,000 |
Source: Historical SBA 7(a) lending records. Borrower names partially masked for privacy.
Save your lender shortlist & build your packet
Answer 2 more questions to refine your ranking and export a lender-ready packet.
Save & export my packet