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- New SBA loan approvals: finance & insurance businesses in California

# New SBA loan approvals: finance & insurance businesses in California

**87 new SBA loan approvals: finance & insurance businesses in California are listed from U.S. SBA FOIA loan data, dated 2026-01-02 to 2026-09-30, totaling $70,831,600 in approved loans; the most frequent is Live Oak Banking Company with 14. Data last updated 2026-11-04; each record links to its official source and a full report.**

Data as of 2026-11-04 · [Compiled by Zalwin](/research/sbaloanpulse) from U.S. SBA FOIA loan data Copy citation

Download all 87 SBA loan approvals: finance & insurance businesses in California (CSV) — $3.99 →

Includes: Business, City, State, Industry, Loan, Approved, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe

[Free sample: 3 records (CSV)](/v1/verticals/sbaloanpulse/records.csv?state=CA&sector=52)

87 records from U.S. SBA FOIA loan data, dated 2026-01-02 to 2026-09-30, $70,831,600 in total approved loans. Most frequent: Live Oak Banking Company (14). Each record links to a full report and the official source.

Last updated 2026-11-04. Source: U.S. SBA FOIA loan data.

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Records

87

Total approved loans

$70,831,600

Most frequent

- Live Oak Banking Company (14)
- Newtek Bank, National Association (8)
- U.S. Bank, National Association (6)
- Northeast Bank (6)
- Business Finance Capital (4)

## How do I get new SBA loan approvals: finance & insurance businesses in California by email?

Search, filter and export these records, or get alerts when new ones appear.

[Search and filter](/v/sbaloanpulse?state=CA&sector=52) [Watch this exact filter](/v/sbaloanpulse?state=CA&sector=52#more-ways) [See alert plans](/v/sbaloanpulse#pricing)

## What are the top new SBA loan approvals: finance & insurance businesses in California right now?

| Business | City | Industry | Loan | Approved |
|---|---|---|---|---|
| Monarch Title Company, GLENDALE CA | GLENDALE | Other Direct Insurance (except Life, Health, and Medical) Carriers | $4,640,000 | 2026-09-28 |
| VARGAS INSURANCE AGENCY, Burbank CA | Burbank | Insurance Agencies and Brokerages | $2,254,000 | 2026-09-30 |
| Hawa Insurance Agency LLC, ANAHEIM CA | ANAHEIM | Insurance Agencies and Brokerages | $780,000 | 2026-09-25 |
| Lion Rock Enterprises, LLC, SANTA ANA CA | SANTA ANA | Other Financial Vehicles | $1,522,500 | 2026-09-23 |
| Stonehaven Strategic Wealth LLC, PLACENTIA CA | PLACENTIA | Portfolio Management and Investment Advice | $1,610,000 | 2026-09-21 |
| Herbert Financial Group, Azusa CA | Azusa | Insurance Agencies and Brokerages | $1,905,000 | 2026-08-27 |
| WSDV, LLC, ALTADENA CA | ALTADENA | All Other Insurance Related Activities | $1,859,000 | 2026-08-26 |
| Bridger Properties, LLC, REDLANDS CA | REDLANDS | Portfolio Management and Investment Advice | $1,020,000 | 2026-08-20 |
| Cal Oak Insurance Agency, LLC, WESTLAKE VILLAGE CA | WESTLAKE VILLAGE | Insurance Agencies and Brokerages | $982,000 | 2026-08-19 |
| Astravia Family Wealth Office LLC, EL SEGUNDO CA | EL SEGUNDO | Portfolio Management and Investment Advice | $560,000 | 2026-08-07 |
| Cost Wise Insurance Center, STUDIO CITY CA | STUDIO CITY | Insurance Agencies and Brokerages | $2,017,000 | 2026-07-15 |
| EBR Premier Insurance Agency LLC, LONG BEACH CA | LONG BEACH | Insurance Agencies and Brokerages | $983,000 | 2026-07-10 |
| Encore Health Advisors, LLC, Newport Beach CA | Newport Beach | Insurance Agencies and Brokerages | $1,000,000 | 2026-06-09 |
| Encore Health Advisors, LLC, Newport Beach CA | Newport Beach | Insurance Agencies and Brokerages | $500,000 | 2026-06-09 |
| New Spring Property LLC, LOS ANGELES CA | LOS ANGELES | Insurance Agencies and Brokerages | $2,128,000 | 2026-05-01 |
| Century One Insurance Services LLC, Los Angeles CA | Included in the full CSV with every column 🔒 Unlock all 87 records → |
| West Capital Lending, Inc., IRVINE CA | Included in the full CSV with every column 🔒 Unlock all 87 records → |
| 300 FINANCIAL GROUP INC., CULVER CITY CA | Included in the full CSV with every column 🔒 Unlock all 87 records → |

Browse 35 more matching record reports
- [Century One Insurance Services LLC, Los Angeles CA](/report/sbaloanpulse/century-one-insurance-services-llc-los-angeles-ca--sba-504-0188162-2026-03-27-2168000)
- [West Capital Lending, Inc., IRVINE CA](/report/sbaloanpulse/west-capital-lending-inc-irvine-ca--sba-504-0188162-2026-02-06-5000000)
- [300 FINANCIAL GROUP INC., CULVER CITY CA](/report/sbaloanpulse/300-financial-group-inc-culver-city-ca--sba-7a-0455644-2026-09-30-250000)
- [ALEX MORA INSURANCE AGENCY, INC., ORANGE CA](/report/sbaloanpulse/alex-mora-insurance-agency-inc-orange-ca--sba-7a-0053803-2026-09-28-250000)
- [ADRIANA MORA INSURANCE AGENCY, INC., ORANGE CA](/report/sbaloanpulse/adriana-mora-insurance-agency-inc-orange-ca--sba-7a-0053803-2026-09-24-250000)
- [Woodward Insurance Agency, Yuba City CA](/report/sbaloanpulse/woodward-insurance-agency-yuba-city-ca--sba-7a-0049874-2026-09-10-100000)
- [All Century Insurance Services, Inc., LOS ANGELES CA](/report/sbaloanpulse/all-century-insurance-services-inc-los-angeles-ca--sba-7a-0053803-2026-09-09-200000)
- [KTL Business Insurance Services Inc, DEL MAR CA](/report/sbaloanpulse/ktl-business-insurance-services-inc-del-mar-ca--sba-7a-0455644-2026-08-25-200000)
- [JJW Claims Services LLC, COLTON CA](/report/sbaloanpulse/jjw-claims-services-llc-colton-ca--sba-7a-0019444-2026-08-20-150000)
- [THRIVING ASSET MANAGEMENT LLC, PALO ALTO CA](/report/sbaloanpulse/thriving-asset-management-llc-palo-alto-ca--sba-7a-0455644-2026-08-11-500000)
- [GEO-CORP, INC., Monterey Park CA](/report/sbaloanpulse/geo-corp-inc-monterey-park-ca--sba-504-0188146-2026-07-27-1485000)
- [ARGUS FIRST, INC, SAN DIEGO CA](/report/sbaloanpulse/argus-first-inc-san-diego-ca--sba-7a-0049874-2026-07-14-350000)
- [Seaside Wealth Management, Inc., Carlsbad CA](/report/sbaloanpulse/seaside-wealth-management-inc-carlsbad-ca--sba-504-0188162-2026-07-10-1185000)
- [JJW CLAIMS SERVICES LLC, COLTON CA](/report/sbaloanpulse/jjw-claims-services-llc-colton-ca--sba-7a-0029599-2026-07-06-200000)
- [Jewelry-N-Loan, COSTA MESA CA](/report/sbaloanpulse/jewelry-n-loan-costa-mesa-ca--sba-7a-0224981-2026-07-01-2446400)
- [Legacy Lane Insurance Agency, Inc., SANTA CLARA CA](/report/sbaloanpulse/legacy-lane-insurance-agency-inc-santa-clara-ca--sba-7a-0085712-2026-06-30-1381000)
- [Pinedo Financial Services, ROSEVILLE CA](/report/sbaloanpulse/pinedo-financial-services-roseville-ca--sba-7a-0053803-2026-05-28-522400)
- [Seapoint Wealth Advisors, LLC, SAN DIEGO CA](/report/sbaloanpulse/seapoint-wealth-advisors-llc-san-diego-ca--sba-504-0188162-2026-05-19-3529000)
- [Rosales Agency Inc., Agoura Hills CA](/report/sbaloanpulse/rosales-agency-inc-agoura-hills-ca--sba-7a-0521923-2026-04-19-5000000)
- [Stickley Insurance Services, HUNTINGTON BEACH CA](/report/sbaloanpulse/stickley-insurance-services-huntington-beach-ca--sba-7a-0049874-2026-03-19-125000)
- [TriGuard Insurance Services LLC, WESTLAKE VILLAGE CA](/report/sbaloanpulse/triguard-insurance-services-llc-westlake-village-ca--sba-7a-0525595-2026-02-23-640000)
- [Nutcracker Management, LLC, LAKE FOREST CA](/report/sbaloanpulse/nutcracker-management-llc-lake-forest-ca--sba-7a-0053803-2026-01-28-769200)
- [Strategic Planning & Investment Advisory, Santa Rosa CA](/report/sbaloanpulse/strategic-planning-and-investment-advisory-santa-rosa-ca--sba-504-0188091-2026-07-10-304000)
- [Garrido Insurance Agency, Inc., Santa Ana CA](/report/sbaloanpulse/garrido-insurance-agency-inc-santa-ana-ca--sba-504-0188097-2026-05-26-1019000)
- [Inflection Business Consulting Inc., Camarillo CA](/report/sbaloanpulse/inflection-business-consulting-inc-camarillo-ca--sba-504-0188309-2026-07-20-222000)
- [Foronjy Financial LLC, Santa Barbara CA](/report/sbaloanpulse/foronjy-financial-llc-santa-barbara-ca--sba-504-0188095-2026-07-16-366000)
- [MDRN Wealth LLC, LOS ANGELES CA](/report/sbaloanpulse/mdrn-wealth-llc-los-angeles-ca--sba-7a-0455644-2026-07-09-200000)
- [CGI AGENCY, EL MONTE CA](/report/sbaloanpulse/cgi-agency-el-monte-ca--sba-504-0188146-2026-06-29-545000)
- [Perlas Insurance Services, CERRITOS CA](/report/sbaloanpulse/perlas-insurance-services-cerritos-ca--sba-7a-0004924-2026-06-17-669800)
- [InsurSmart Insurance Services, Inc., GLENDALE CA](/report/sbaloanpulse/insursmart-insurance-services-inc-glendale-ca--sba-7a-0455644-2026-06-12-1280000)
- [THE DUI EXPERTS LLC, WHITTIER CA](/report/sbaloanpulse/the-dui-experts-llc-whittier-ca--sba-7a-0044449-2026-06-10-215000)
- [TruSummit Holdings, LLC, CONCORD CA](/report/sbaloanpulse/trusummit-holdings-llc-concord-ca--sba-7a-0455644-2026-06-02-1530000)
- [JSPark & Associates, Inc., Brea CA](/report/sbaloanpulse/jspark-and-associates-inc-brea-ca--sba-504-0188095-2026-05-19-716000)
- [Wilson Ku Insurance and Financial Services Inc., San Mateo CA](/report/sbaloanpulse/wilson-ku-insurance-and-financial-services-inc-san-mateo-ca--sba-504-0188097-2026-05-15-683000)
- [Kaydrey Inc., GARDEN GROVE CA](/report/sbaloanpulse/kaydrey-inc-garden-grove-ca--sba-7a-0455644-2026-04-29-500000)

More records in this hub: [page 2](/hub/sbaloanpulse/state_industry/ca--finance-insurance/page/2)

[Browse all SbaLoanPulse record reports](/hub/sbaloanpulse/records)

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### Browse by state

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### Browse by industry

[Hotels & restaurants (4821)](/hub/sbaloanpulse/industry/hotels-restaurants) [Construction (3850)](/hub/sbaloanpulse/industry/construction) [Health care (3773)](/hub/sbaloanpulse/industry/health-care) [Retail trade (3620)](/hub/sbaloanpulse/industry/retail-trade) [Other services (3130)](/hub/sbaloanpulse/industry/other-services) [Professional services (2731)](/hub/sbaloanpulse/industry/professional-services) [Manufacturing (2291)](/hub/sbaloanpulse/industry/manufacturing) [Administrative & support services (1815)](/hub/sbaloanpulse/industry/administrative-support-services) [Arts & recreation (1584)](/hub/sbaloanpulse/industry/arts-recreation) [Wholesale trade (1337)](/hub/sbaloanpulse/industry/wholesale-trade) [Transportation & warehousing (903)](/hub/sbaloanpulse/industry/transportation-warehousing) [Real estate (630)](/hub/sbaloanpulse/industry/real-estate) [Education (626)](/hub/sbaloanpulse/industry/education) [Finance & insurance (620)](/hub/sbaloanpulse/industry/finance-insurance) [Information (247)](/hub/sbaloanpulse/industry/information) [Agriculture (203)](/hub/sbaloanpulse/industry/agriculture)

### Browse by industry by state

[New SBA loan approvals: retail trade businesses in California (535)](/hub/sbaloanpulse/state_industry/ca--retail-trade) [New SBA loan approvals: hotels & restaurants businesses in California (499)](/hub/sbaloanpulse/state_industry/ca--hotels-restaurants) [New SBA loan approvals: hotels & restaurants businesses in Texas (490)](/hub/sbaloanpulse/state_industry/tx--hotels-restaurants) [New SBA loan approvals: health care businesses in California (484)](/hub/sbaloanpulse/state_industry/ca--health-care) [New SBA loan approvals: construction businesses in California (418)](/hub/sbaloanpulse/state_industry/ca--construction) [New SBA loan approvals: professional services businesses in California (418)](/hub/sbaloanpulse/state_industry/ca--professional-services) [New SBA loan approvals: health care businesses in Texas (380)](/hub/sbaloanpulse/state_industry/tx--health-care) [New SBA loan approvals: health care businesses in Florida (374)](/hub/sbaloanpulse/state_industry/fl--health-care) [New SBA loan approvals: construction businesses in Florida (369)](/hub/sbaloanpulse/state_industry/fl--construction) [New SBA loan approvals: retail trade businesses in Texas (356)](/hub/sbaloanpulse/state_industry/tx--retail-trade) [New SBA loan approvals: hotels & restaurants businesses in Florida (349)](/hub/sbaloanpulse/state_industry/fl--hotels-restaurants) [New SBA loan approvals: other services businesses in California (331)](/hub/sbaloanpulse/state_industry/ca--other-services) [New SBA loan approvals: manufacturing businesses in California (316)](/hub/sbaloanpulse/state_industry/ca--manufacturing) [New SBA loan approvals: other services businesses in Texas (312)](/hub/sbaloanpulse/state_industry/tx--other-services) [New SBA loan approvals: construction businesses in Texas (273)](/hub/sbaloanpulse/state_industry/tx--construction) [New SBA loan approvals: professional services businesses in Florida (268)](/hub/sbaloanpulse/state_industry/fl--professional-services) [New SBA loan approvals: wholesale trade businesses in California (265)](/hub/sbaloanpulse/state_industry/ca--wholesale-trade) [New SBA loan approvals: retail trade businesses in Florida (260)](/hub/sbaloanpulse/state_industry/fl--retail-trade) [New SBA loan approvals: other services businesses in Florida (246)](/hub/sbaloanpulse/state_industry/fl--other-services) [New SBA loan approvals: hotels & restaurants businesses in New York (239)](/hub/sbaloanpulse/state_industry/ny--hotels-restaurants) [New SBA loan approvals: retail trade businesses in New York (233)](/hub/sbaloanpulse/state_industry/ny--retail-trade) [New SBA loan approvals: professional services businesses in Texas (233)](/hub/sbaloanpulse/state_industry/tx--professional-services) [New SBA loan approvals: administrative & support services businesses in Florida (214)](/hub/sbaloanpulse/state_industry/fl--administrative-support-services) [New SBA loan approvals: hotels & restaurants businesses in Georgia (201)](/hub/sbaloanpulse/state_industry/ga--hotels-restaurants) [New SBA loan approvals: administrative & support services businesses in California (195)](/hub/sbaloanpulse/state_industry/ca--administrative-support-services) [New SBA loan approvals: manufacturing businesses in Florida (191)](/hub/sbaloanpulse/state_industry/fl--manufacturing) [New SBA loan approvals: construction businesses in New York (185)](/hub/sbaloanpulse/state_industry/ny--construction) [New SBA loan approvals: hotels & restaurants businesses in Washington (177)](/hub/sbaloanpulse/state_industry/wa--hotels-restaurants) [New SBA loan approvals: hotels & restaurants businesses in Ohio (174)](/hub/sbaloanpulse/state_industry/oh--hotels-restaurants) [New SBA loan approvals: professional services businesses in New York (170)](/hub/sbaloanpulse/state_industry/ny--professional-services) [New SBA loan approvals: arts & recreation businesses in Texas (170)](/hub/sbaloanpulse/state_industry/tx--arts-recreation) [New SBA loan approvals: hotels & restaurants businesses in Illinois (168)](/hub/sbaloanpulse/state_industry/il--hotels-restaurants) [New SBA loan approvals: administrative & support services businesses in Texas (162)](/hub/sbaloanpulse/state_industry/tx--administrative-support-services) [New SBA loan approvals: manufacturing businesses in Texas (159)](/hub/sbaloanpulse/state_industry/tx--manufacturing) [New SBA loan approvals: hotels & restaurants businesses in Pennsylvania (157)](/hub/sbaloanpulse/state_industry/pa--hotels-restaurants) [New SBA loan approvals: wholesale trade businesses in Florida (155)](/hub/sbaloanpulse/state_industry/fl--wholesale-trade) [New SBA loan approvals: hotels & restaurants businesses in New Jersey (146)](/hub/sbaloanpulse/state_industry/nj--hotels-restaurants) [New SBA loan approvals: arts & recreation businesses in California (142)](/hub/sbaloanpulse/state_industry/ca--arts-recreation) [New SBA loan approvals: hotels & restaurants businesses in Michigan (142)](/hub/sbaloanpulse/state_industry/mi--hotels-restaurants) [New SBA loan approvals: hotels & restaurants businesses in North Carolina (142)](/hub/sbaloanpulse/state_industry/nc--hotels-restaurants)

## Frequently asked questions

### How many new SBA loan approvals: finance & insurance businesses in California are listed?

87 records from U.S. SBA FOIA loan data, last refreshed automatically. The most recent is dated 2026-09-30.

### What is the total approved loans?

$70,831,600 across the 87 records listed.

### Can I get alerts for New SBA loan approvals: finance & insurance businesses in California?

Yes. SbaLoanPulse can email you new records matching this filter; plans are listed on the SbaLoanPulse page.

Source: U.S. SBA FOIA loan data. Informational only. [RSS feed of new records](/feed/sbaloanpulse.xml)

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