SBA Loans for Securities Brokerage in Oregon: Top Lenders
NAICS 523NAICS 523 covers securities brokerage businesses in Oregon. Based on historical SBA 7(a) lending data.
Total Approvals
10
in Oregon
Median Loan Size
$87,500
per approval
Recent Activity
0
last 90 days through Jan 2025
NAICS 523 covers securities brokerage businesses. This is a smaller category in SBA 7(a) lending with 10 approvals on record and a median loan size of $87,500.
Key trends & insights
- Securities Brokerage in Oregon lending is concentrated — Banner Bank, Live OAK Banking Company, Columbia Bank together account for 70% of all approvals. If you're in this industry, these are your highest-probability lenders.
- Banner Bank leads this industry with 3 approvals (30% market share) and a median loan of $75,000.
- Securities Brokerage in Oregon loans skew smaller than the SBA average at $87,500 median (vs. ~$450,000 overall) — good news if you need a smaller amount and want to avoid lenders with high minimums.
- SBA data for this industry goes through 2025-01-13 — the SBA releases lending data on a quarterly lag, so recent activity may not yet be reflected.
Most active SBA lenders for Securities Brokerage in Oregon
| # | Lender | Approvals | Median Size |
|---|---|---|---|
| 1 | 3 | $75,000 | |
| 2 | 3 | $535,000 | |
| 3 | 1 | $50,000 | |
| 4 | 1 | $25,000 | |
| 5 | 1 | $2,533,000 | |
| 6 | 1 | $682,000 |
Recent SBA 7(a) approvals for Securities Brokerage in Oregon
| Month | Lender | Borrower | Location | Amount |
|---|---|---|---|---|
| 2025-01 | Columbia Bank | SHA*****NEY | PORTLAND, OR | $50,000 |
| 2024-03 | Heritage Bank | Inv*****LLC | WEST LINN, OR | $682,000 |
| 2024-02 | Banner Bank | Mil*****LLC | PORTLAND, OR | $100,000 |
| 2022-02 | Banner Bank | Ten*****LLC | PORTLAND, OR | $50,000 |
| 2021-06 | Live Oak Banking Company | Gra*****LLC | LAKE OSWEGO, OR | $535,000 |
| 2021-03 | U.S. Bank, National Association | Nor*****LLC | Tigard, OR | $2,533,000 |
| 2021-02 | Banner Bank | Par*****Inc | COTTAGE GROVE, OR | $75,000 |
| 2020-06 | Live Oak Banking Company | Sko*****.C. | SALEM, OR | $75,000 |
| 2020-06 | Live Oak Banking Company | Sko*****.C. | SALEM, OR | $2,680,000 |
| 2019-11 | Newtek Small Business Finance, Inc. | Buc*****LLC | PORTLAND, OR | $25,000 |
Source: Historical SBA 7(a) lending records. Borrower names partially masked for privacy.
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