NAICS 525920 · Finance & Insurance
SBA loans for trusts, estates, and agency accounts
52 SBA loans worth $51.0M have been approved in this industry since FY2010 - the #843 most-financed NAICS code in the country.
Median loan
$783,750
+335% vs all industries
Typical range
$150K-$2.2M
Middle 80%
Median rate
5.50%
7(a) initial note rate
Median term
24 yr
Charge-off rate
-
Cohort too small
Source: U.S. Small Business Administration, SBA 7(a) and 504 FOIA data, as of 2026-06-30. Approvals from FY2010 onward. How we calculate this.
Lenders
Most active in this industry
| Lender | Loans | Approved | Share |
|---|---|---|---|
| Wells Fargo Bank | 17 | $19.3M | |
| The Bancorp Bank | 5 | $8.5M | |
| Enterprise Bank & Trust | 2 | $4.3M | |
| Associated Bank | 2 | $3.6M | |
| SouthStar Bank | 1 | $2.4M | |
| Bank of America | 1 | $1.8M | |
| Northern Bank and Trust Company | 1 | $1.5M | |
| SouthState Bank | 1 | $1.2M | |
| Columbia Bank | 1 | $1.1M | |
| Happen Bank | 2 | $1.1M |
Geography
Where these loans were made
| State | Loans | Share |
|---|---|---|
| California | 23 | |
| Massachusetts | 6 | |
| Indiana | 5 | |
| Arizona | 3 | |
| South Carolina | 2 | |
| Nevada | 1 | |
| Utah | 1 | |
| New York | 1 |
Approvals by fiscal year
’10
’12
’13
’14
’15
’16
’17
’18
’19
’20
’21
’22
’23
’24
’25
’26
Loan count. Final bar is a partial fiscal year.
Loan sizes
- $50K - $150K10%
- $150K - $350K21%
- $350K - $1M29%
- $1M - $2M29%
- Over $2M12%
Nearby
Other finance & insurance industries
Insurance Agencies and Brokerages10,623 · $171,000Investment Advice2,974 · $264,500Portfolio Management and Investment Advice737 · $250,000Mortgage and Nonmortgage Loan Brokers493 · $182,000Miscellaneous Financial Investment Activities411 · $187,500All Other Insurance Related Activities401 · $100,000Portfolio Management392 · $225,500Financial Transactions Processing, Reserve, and Clearinghouse Activities280 · $250,000
Common questions
- How much do SBA lenders typically lend to a trusts, estates, and agency accounts business?
- The median SBA approval in NAICS 525920 is $783,750, with the middle 80% of loans between $150,000 and $2,220,600. Across all industries the median is $180,000.
- Which lenders are most active in trusts, estates, and agency accounts?
- By dollars approved: Wells Fargo Bank, The Bancorp Bank, Enterprise Bank & Trust, Associated Bank, SouthStar Bank. A lender's experience in your NAICS code matters - underwriters who have seen a hundred deals like yours ask better questions and move faster.
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