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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 |
An SBA 7(a) lender for loans this size
31% of the SBA loans approved in trusts, estates, and agency accounts since FY2010 were under $350,000. SmartBiz makes SBA 7(a) loans up to $500,000. It is shown here as a separate, labelled option, outside the data rankings on this page. You apply on their site - we do not take applications and never see your information.
Check options with SmartBizWe may be paid if you apply through this link. It does not change what we publish, and no lender can buy a place in our rankings. Details.
Approvals by fiscal year
Loan count. Final bar is a partial fiscal year.
Loan sizes
- $50K - $150K10%
- $150K - $350K21%
- $350K - $1M29%
- $1M - $2M29%
- Over $2M12%
Franchise brands in Trusts, Estates, and Agency Accounts
| Franchise brand | Loans | Approved | Share |
|---|---|---|---|
| Blue Moon Estate Sales | 2 | $205K | |
| Home Instead | 2 | $3.6M | |
| Conoco Service Station | 1 | $1.1M | |
| Line-x | 1 | $2.4M | |
| Drybar | 1 | $932K |
Brands with the most SBA loans recorded under this NAICS code, among brands with at least 10 loans in the file.
Nearby
Other finance & insurance industries
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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