SBA Loans for Trusts: Top Lenders & Recent Approvals
NAICS 525NAICS 525 covers trusts, estates, and agency accounts businesses. Based on historical SBA 7(a) lending data.
Total Approvals
14
for Trusts
Median Loan Size
$450,000
per approval
Recent Activity
1
last 90 days through Mar 2025
NAICS 525 covers trusts, estates, and agency accounts businesses. This is a smaller category in SBA 7(a) lending with 14 approvals on record and a median loan size of $450,000.
Lending trends for Trusts
Top lenders by historical volume
| # | Lender | Approvals | Median Size |
|---|---|---|---|
| 1 | 2 | $394,700 | |
| 2 | 2 | $3,383,000 | |
| 3 | 2 | $4,254,900 | |
| 4 | 1 | $2,442,600 | |
| 5 | 1 | $150,000 | |
| 6 | 1 | $1,229,000 | |
| 7 | 1 | $500,000 | |
| 8 | 1 | $380,000 | |
| 9 | 1 | $400,000 | |
| 10 | 1 | $3,815,000 | |
| 11 | 1 | $50,000 | |
| 12 | 1 | $100,000 | |
| 13 | 1 | $1,905,000 |
Recent SBA 7(a) approvals for Trusts
| Month | Lender | Borrower | Location | Amount |
|---|---|---|---|---|
| 2025-03 | Community Choice CU | Ger*****Inc | Farmington, MI | $380,000 |
| 2023-12 | Banner Bank | Reh*****LLC | SEATAC, WA | $500,000 |
| 2022-12 | SouthState Bank, National Association | 429*****rp. | Pembroke, MA | $1,229,000 |
| 2022-10 | Fortifi Bank | Ave*****LLC | GREEN BAY, WI | $50,000 |
| 2022-05 | The Bancorp Bank National Association | MCC*****LLC | Somerville, MA | $4,254,900 |
| 2021-12 | The Bancorp Bank National Association | CW *****LLC | Newport Beach, CA | $937,000 |
| 2021-11 | American National Bank | D&S*****LLC | Surprise, AZ | $3,383,000 |
| 2021-11 | American National Bank | D&S*****LLC | Surprise, AZ | $250,000 |
| 2021-11 | Wells Fargo Bank National Association | EAR*****RES | WILLITS, CA | $394,700 |
| 2021-06 | Live Oak Banking Company | SEN*****NC. | BOCA RATON, FL | $1,905,000 |
| 2021-02 | Wells Fargo Bank National Association | THE*****UST | JOSHUA TREE, CA | $221,800 |
| 2021-01 | Midwest Regional Bank | Ini*****lth | Denver, CO | $400,000 |
| 2020-08 | United Midwest Savings Bank National Association | Thr*****LLC | COLUMBIA, SC | $150,000 |
| 2020-08 | SouthStar Bank, S.S.B. | Fre*****LLC | Austin, TX | $2,442,600 |
| 2020-05 | Cache Valley Bank | WE****NC. | PRESTON, ID | $100,000 |
| 2020-02 | BankVista | TMC*****INC | MINNEAPOLIS, MN | $3,815,000 |
Source: Historical SBA 7(a) lending records. Borrower names partially masked for privacy.
State-by-state breakdown
| # | State | Approvals |
|---|---|---|
| 1 | Arizona | 2 |
| 2 | California | 2 |
| 3 | Colorado | 1 |
| 4 | Florida | 1 |
| 5 | Idaho | 1 |
| 6 | Massachusetts | 1 |
| 7 | Michigan | 1 |
| 8 | Minnesota | 1 |
| 9 | South Carolina | 1 |
| 10 | Texas | 1 |
| 11 | Washington | 1 |
| 12 | Wisconsin | 1 |
SBA loans for Trusts by state
Similar industries
Frequently asked questions about SBA loans for Trusts
Who are the top SBA lenders for Trusts?▾
Based on historical SBA 7(a) data, the most active lenders for Trusts (NAICS 525) include Wells Fargo Bank, National Association, American National Bank, THE Bancorp Bank, National Association, and 10 more. Wells Fargo Bank, National Association leads with 2 approved loans.
What is the typical SBA loan size for Trusts?▾
The median SBA 7(a) loan amount for Trusts businesses is $450,000, based on 14 total approved loans in the dataset.
Which states have the most SBA lending activity for Trusts?▾
Arizona leads with 2 SBA 7(a) approvals for Trusts, followed by California (2) and Colorado (1).
How do I find the best SBA lender for my trusts business?▾
Start by reviewing the lender rankings on this page, which are based on real SBA approval data for NAICS 525. You can also use the MyLenderPilot Lender Fit Quiz to get a personalized ranking based on your state, loan size, and years in business.
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