(800) 718-2013
Financing for Investment Advisors
Growth Capital for Investment Advisors
Welcome to Wildhawk Capital LLC
Wildhawk Capital LLC extends a warm welcome to investment advisors. As a licensed direct lender focused on serving professionals in the investment advisory field, we take pride in offering financial solutions that are specifically designed to meet your needs. Our commitment is to guide you through every stage of the acquisition process, providing the support and expertise required from the initial steps all the way to completion.
Expertise in Growth Capital for Advisors
We specialize in delivering growth capital to Registered Investment Advisors (RIAs) and Investment Advisor Representatives (IARs). Our experienced team is familiar with the distinct financial needs of investment professionals and is prepared to help you achieve your business ambitions. The loan programs offered by Wildhawk Capital are carefully structured to accommodate your requirements, no matter the scope or complexity of your acquisition goals.
Tailored Solutions for Every Transaction
Wildhawk Capital recognizes that each transaction is unique. Whether you aim to purchase another book of business, buy out a retiring partner, or refinance existing debt, our financing options are designed to help you accomplish these objectives efficiently and with confidence.
Why Choose Us?
#1 Direct Lender
If you are interested in learning more about the benefits of obtaining acquisition or working capital financing, we encourage you to reach out to us today. We are committed to providing you with valuable financing solutions to support your business objectives.
We understand the Investment Advisor business, allowing us to effectively support your growth ambitions. Our team is equipped to secure the necessary financing to expand your operations. Our Loan Programs range in size from $250,000 to $20 Million.
#3 Conventional or SBA Loan Options
Please fill out the Online Application and a loan specialist will contact you shortly to discuss your financing needs and how we can customize a loan solution to achieve your new business goals. We know we can help you. Let's get started now!
#2 Financing Specialist
We understand Your Business!
Wildhawk - Business Acquisition Loan Process
Why we are Successful?
Submit your Online Application and within an hour, speak with one of our Loan Specialists.
Our unique attitude to the lending process is from a consultative, team approach. Let Wildhawk Capital develop a custom loan program that fits your current growth requirements.
Upload requested documents and preliminary underwriting starts to produce a Term Sheet.
When your Term Sheet is signed, our underwriting team will review your documents and will request any additional information.
Team Approach!
Once approved, loan documents will be ready for review and signing.
After documents have been signed, your loan will funded. Congratulations!
Get Your App Started Today!
Ready to purchase your next book? Connect with our team of experts today for a consultation tailored to your unique needs.
(800) 718-2013
2900 Bristol St., Ste. C205, Costa Mesa, CA 92626. (800) 718-2013
© 2025 Wildhawk Capital LLC, All Rights Reserved.
Loans made by Wildhawk Capital LLC are pursuant to and in compliance with, the California Department of Business Oversight’s Finance Lenders Law, License No. 60DBO-73198. Credit approval is subject to Wildhawk Capital LLC’s credit standards and actual terms may vary by applicant. Complete disclosures of APR, loan fees and payment terms are provided with each loan and are available from Wildhawk Capital LLC.