SBA Loans for Insurance Agencies and Brokerages in California: Top Lenders
NAICS 524NAICS 524 covers insurance agencies and brokerages businesses in California. Based on historical SBA 7(a) lending data.
Total Approvals
79
in California
Median Loan Size
$250,000
per approval
Recent Activity
8
last 90 days through Dec 2025
NAICS 524 covers insurance agencies and brokerages businesses. This is a smaller category in SBA 7(a) lending with 79 approvals on record and a median loan size of $250,000.
Key trends & insights
- U.s. Bank, National Association leads this industry with 12 approvals (20% market share) and a median loan of $282,750.
Most active SBA lenders for Insurance Agencies and Brokerages in California
| # | Lender | Approvals | Median Size |
|---|---|---|---|
| 1 | 12 | $282,750 | |
| 2 | 6 | $102,500 | |
| 3 | 5 | $250,000 | |
| 4 | 5 | $559,000 | |
| 5 | 4 | $140,000 | |
| 6 | 3 | $145,000 | |
| 7 | 3 | $50,000 | |
| 8 | 3 | $95,000 | |
| 9 | 2 | $150,000 | |
| 10 | 2 | $121,500 | |
| 11 | 2 | $2,117,850 | |
| 12 | 2 | $150,000 | |
| 13 | 2 | $279,000 | |
| 14 | 2 | $91,950 | |
| 15 | 2 | $450,000 | |
| 16 | 2 | $150,000 | |
| 17 | 1 | $1,743,000 | |
| 18 | 1 | $977,800 | |
| 19 | 1 | $4,550,000 | |
| 20 | 1 | $330,000 |
Recent SBA 7(a) approvals for Insurance Agencies and Brokerages in California
| Month | Lender | Borrower | Location | Amount |
|---|---|---|---|---|
| 2025-12 | CenTrust Bank, A Division of SmartBiz Bank National Associat | Wil*****nc. | RIVERSIDE, CA | $150,000 |
| 2025-08 | United Pacific Bank | Jie*****Inc | CHINO, CA | $340,000 |
| 2025-08 | Northeast Bank | DAL*****NC. | SAN DIEGO, CA | $50,000 |
| 2025-08 | CalPrivate Bank | Amb*****LLC | SUN VALLEY, CA | $1,215,000 |
| 2025-08 | Centerstone SBA Lending, Inc. | Bin*****ncy | STOCKTON, CA | $542,000 |
| 2025-08 | U.S. Bank, National Association | ADV*****NCE | ANAHEIM, CA | $75,000 |
| 2025-08 | Lendistry SBLC, LLC | FRE*****NC. | Irvine, CA | $350,000 |
| 2025-08 | CenTrust Bank, A Division of SmartBiz Bank National Associat | MDJ*****LLC | INGLEWOOD, CA | $150,000 |
| 2025-05 | Lendistry SBLC, LLC | MAR*****NC. | Redlands, CA | $102,700 |
| 2025-05 | U.S. Bank, National Association | Blu*****LLC | ROHNERT PARK, CA | $300,000 |
| 2025-05 | United Midwest Savings Bank National Association | Nor*****LLC | TURLOCK, CA | $475,000 |
| 2025-03 | Zions Bank, A Division of | Pal*****inc | VENTURA, CA | $150,000 |
| 2025-03 | U.S. Bank, National Association | GAR*****UMR | RIVERSIDE, CA | $50,000 |
| 2025-02 | Northeast Bank | Wen*****ncy | REDDING, CA | $100,000 |
| 2025-02 | Northeast Bank | Bea*****Inc | Novato, CA | $42,000 |
| 2025-01 | Lendistry SBLC, LLC | RAY*****NC. | Pasadena, CA | $150,000 |
| 2024-12 | Newtek Bank, National Association | Ins*****Inc | Torrance, CA | $5,000,000 |
| 2024-12 | Newtek Bank, National Association | Ger*****LLC | SACRAMENTO, CA | $50,000 |
| 2024-11 | Newtek Bank, National Association | Pri*****Inc | Fresno, CA | $350,000 |
| 2024-11 | Columbia Bank | Ame*****nc. | ROSEVILLE, CA | $50,000 |
| 2024-08 | BayFirst National Bank | CAB*****NC. | BURBANK, CA | $150,000 |
| 2024-08 | Comerica Bank | MVP*****nc. | SAN JOSE, CA | $165,000 |
| 2024-08 | AMPAC Tri-State CDC, Inc. | Joh*****Inc | Chino Hills, CA | $250,000 |
| 2024-06 | Colony Bank | Mur*****ted | Shingle Springs, CA | $150,000 |
| 2024-06 | Colony Bank | AKB*****NC. | Rancho Cucamonga, CA | $150,000 |
| 2024-04 | U.S. Bank, National Association | KS****LLC | TRACY, CA | $435,800 |
| 2024-04 | Live Oak Banking Company | Ken*****ncy | APPLE VALLEY, CA | $358,000 |
| 2024-04 | JPMorgan Chase Bank, National Association | Urb*****Llc | LOS ANGELES, CA | $140,000 |
| 2024-03 | Celtic Bank Corporation | Far*****ncy | Redding, CA | $110,000 |
| 2024-02 | United Midwest Savings Bank National Association | Alb*****ncy | SAN JOSE, CA | $789,000 |
| 2024-01 | U.S. Bank, National Association | DEE*****NC. | CORONA, CA | $350,000 |
| 2024-01 | Newtek Bank, National Association | Isa*****Inc | Porterville, CA | $100,000 |
| 2023-11 | Columbia Bank | The*****014 | ATASCADERO, CA | $508,000 |
| 2023-08 | Celtic Bank Corporation | Waq*****nc. | Chino, CA | $95,000 |
| 2023-08 | Comerica Bank | RYA*****NC. | WOODLAND HILLS, CA | $145,000 |
| 2023-08 | Newtek Bank, National Association | SR2*****ONS | LA PUENTE, CA | $250,000 |
| 2023-07 | JPMorgan Chase Bank, National Association | GEE*****NC. | SIMI VALLEY, CA | $103,000 |
| 2023-07 | Customers Bank | Tov*****nc. | GRANADA HILLS, CA | $2,268,900 |
| 2023-05 | American Riviera Bank | Omn*****nc. | SANTA BARBARA, CA | $225,000 |
| 2023-05 | American Riviera Bank | Omn*****nc. | SANTA BARBARA, CA | $675,000 |
| 2023-05 | Cadence Bank | SER*****NC. | LOS ANGELES, CA | $75,000 |
| 2023-02 | Readycap Lending, LLC | Ell*****nce | BEVERLY HILLS, CA | $350,000 |
| 2023-02 | Byline Bank | JUN*****NC. | HUNTINGTON BEACH, CA | $590,000 |
| 2023-01 | Celtic Bank Corporation | Dav*****ano | Visalia, CA | $50,000 |
| 2022-12 | First Internet Bank of Indiana | Sar*****ncy | SARATOGA, CA | $457,000 |
| 2022-10 | CDC Small Business Finance Corp. | Uni*****ion | San Diego, CA | $140,000 |
| 2022-10 | Cadence Bank | Hea*****nc. | SANTA ANA, CA | $145,000 |
| 2022-08 | U.S. Bank, National Association | AND*****INC | WOODLAND HILLS, CA | $72,000 |
| 2022-08 | U.S. Bank, National Association | FAR*****NCY | HEMET, CA | $50,000 |
| 2022-08 | First Bank | Dav*****ncy | Agoura Hills, CA | $769,400 |
Source: Historical SBA 7(a) lending records. Borrower names partially masked for privacy.
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