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Contact & Location

Legal Business Name National Legacy Capital Group, LLC
Address 5405 Morehouse Dr, Suite 315, San Diego, CA 92121
Phone 1 (858) 345-6338
Experience 15 years in the industry

What We Do

  • Business lines of credit, equipment financing and leasing, and small business term loans
  • Additional options: asset-based revolving lines of credit ($2M-$30M), commercial financing, and vendor financing programs

What Makes Us Different

  • Speed-first funding: multiple offers within a day; same-day funding and 24-hour credit approvals emphasized
  • High approval orientation: markets a 91% success/approval rate
  • Personalized guidance: a dedicated contact walks clients through each step; we call within an hour after application
  • Transparent approach: "no fees" positioning and a stated promise to recommend the best option even if it's from a competitor
  • Broad capital toolkit: lines of credit up to $250k, equipment financing up to $350k, term loans from $10k to $1M+, plus asset-based credit up to $30M
  • Established expertise: "decades of experience" and 15 years in the industry inform underwriting and lender matching
  • Alternative-lender posture: "Break from banking" messaging for businesses underserved by traditional bank/SBA channels
  • Active education hub: a robust, frequently updated Resources section with practical how-tos and financing guides
  • Partner ecosystem: formal programs for CPAs, law firms, and vendors; featured partnerships with America Smiles (dental labs) and Spanesi (collision repair)
  • Mission-driven: focused on helping owners "create a lasting legacy" with core values of Fast, Personalized, Honest, and Proven

CRM Insights

Sales Performance Summary

  • Scale and recency: 857 total deals; 291 in the past 12 months; 514 in the past 24 months. 600 total customers; 217 in the past 12 months; 367 in the past 24 months; customer repeat rate 27.0%.
  • Product mix: Equipment 555 deals (64.76%); Working Capital 197 (22.99%); Line of Credit 84 (9.8%).
  • Customer behavior: 73.0% of customers have 1 deal; 16.83% have 2; 9.83% have 3-5; 0.33% have 6-10; 0% have 11-20 or 20+.
  • Market coverage: 49 states served all-time (48 in the past 24 months; 39 in the past 12). 463 unique cities all-time (314 in the past 24 months; 192 in the past 12).
  • Top geographies by deals: States-CA 100 (11.67%), FL 95 (11.09%), TX 77 (8.98%), NC 54 (6.3%), MO 44 (5.13%). Cities-San Diego 11 (1.41%), Phoenix 9 (1.15%), Orlando 9 (1.15%), Houston 8 (1.02%), Atlanta/Indianapolis/Lenoir 7 each (0.9%).
  • Industries: Construction is the largest identifiable segment-81 customers all-time (11.16%); 54 in the past 24 months (11.59%); 28 in the past 12 months (10.98%). Transportation 41 (5.65%); trucking 23 (3.17%); landscaping 23 (3.17%). "Other" category: 75.21% all-time; 77.90% past 24 months; 77.65% past 12 months.

Customer Analysis Results

Customer Overview

600
Total Customers All Time
367
Customers in Past 24 Months
217
Customers in Past 12 Months
27.0%
Customer Repeat Rate

Deals Overview

857
Total Deals All Time
514
Deals in Past 24 Months
291
Deals in Past 12 Months

Cities Served

463
Total Unique Cities All Time
314
Unique Cities in Past 24 Months
192
Unique Cities in Past 12 Months

States Served

49
Total Unique States All Time
48
Unique States in Past 24 Months
39
Unique States in Past 12 Months

Deals per Customer Distribution

DealsCustomersPercent
1 deal43873.0%
2 deals10116.83%
3-5 deals599.83%
6-10 deals20.33%
11-20 deals00.0%
20+ deals00.0%

Deal Type Distribution

TypeDealsPercent
Equipment55564.76%
Working Capital19722.99%
Line of Credit849.8%

Industry Distribution

All Time

IndustryCustomers%
construction8111.16%
transportation415.65%
trucking233.17%
landscaping233.17%
restaurant121.65%
other54675.21%

Past 24 Months

IndustryCustomers%
construction5411.59%
transportation194.08%
landscaping132.79%
restaurant91.93%
trucking81.72%
other36377.9%

Past 12 Months

IndustryCustomers%
construction2810.98%
transportation114.31%
landscaping62.35%
junk yard62.35%
trucking62.35%
other19877.65%

Cities Distribution (Top 20)

CityDealsPercent
San Diego111.41%
Phoenix91.15%
Orlando91.15%
Houston81.02%
Atlanta70.9%
Lenoir70.9%
Indianapolis70.9%
St. Louis60.77%
Robertsville60.77%
Andrews60.77%
San Antonio60.77%
Columbus60.77%
Kapolei60.77%
Virginia Beach50.64%
Tampa50.64%
Sharon50.64%
Monroe50.64%
Mountain View50.64%
Jacksonville50.64%
Los Angeles50.64%

States Distribution

StateDealsPercent
CA10011.67%
FL9511.09%
TX778.98%
NAN758.75%
NC546.3%
MO445.13%
GA414.78%
AZ283.27%
NY263.03%
NJ263.03%
VA252.92%
SC222.57%
OH182.1%
MN171.98%
IL171.98%
PA161.87%
OR161.87%
WA151.75%
IN121.4%
CO111.28%
MA91.05%
IA80.93%
AL80.93%
TN80.93%
HI70.82%
MD70.82%
MI70.82%
NM60.7%
WI60.7%
ID50.58%
UT50.58%
CT40.47%
AR40.47%
KS40.47%
LA40.47%
RI30.35%
KY30.35%
MT30.35%
MS30.35%
NH30.35%
NE30.35%
DE20.23%
NV20.23%
ME20.23%
ND20.23%
SD10.12%
OK10.12%
WV10.12%
WY10.12%

Source

This Data was collected from the Hubspot CRM of National Legacy Group on 10/21/25

Published by TrueSignal - the trusted data layer for verified business performance.

Raw Data

View Raw JSON Data
{
  "title": "National Legacy Capital Group",
  "contactAndLocation": {
    "legalBusinessName": "National Legacy Capital Group, LLC",
    "primaryBusinessAddress": "5405 Morehouse Dr, Suite 315, San Diego, CA 92121",
    "phone": "1 (858) 345-6338",
    "email": "hello@nationallegacy.com",
    "website": "https://www.nationallegacy.com",
    "yearsInBusinessExperience": "15 years in the industry"
  },
  "whatTheyDo": [
    "Business lines of credit, equipment financing and leasing, and small business term loans",
    "Additional options: asset-based revolving lines of credit ($2M-$30M), commercial financing, and vendor financing programs"
  ],
  "whatMakesThemDifferent": [
    "Speed-first funding: multiple offers within a day; same-day funding and 24-hour credit approvals emphasized",
    "High approval orientation: markets a 91% success/approval rate",
    "Personalized guidance: a dedicated contact walks clients through each step; they call within an hour after application",
    "Transparent approach: "no fees" positioning and a stated promise to recommend the best option even if it's from a competitor",
    "Broad capital toolkit: lines of credit up to $250k, equipment financing up to $350k, term loans from $10k to $1M+, plus asset-based credit up to $30M",
    "Established expertise: "decades of experience" and 15 years in the industry inform underwriting and lender matching",
    "Alternative-lender posture: "Break from banking" messaging for businesses underserved by traditional bank/SBA channels",
    "Active education hub: a robust, frequently updated Resources section with practical how-tos and financing guides",
    "Partner ecosystem: formal programs for CPAs, law firms, and vendors; featured partnerships with America Smiles (dental labs) and Spanesi (collision repair)",
    "Mission-driven: focused on helping owners "create a lasting legacy" with core values of Fast, Personalized, Honest, and Proven"
  ],
  "crmInsights": {
    "salesPerformanceSummary": [...],
    "nationalLegacyCustomerAnalysisResults": {
      "customerOverview": {
        "totalCustomersAllTime": 600,
        "customersInPast24Months": 367,
        "customersInPast12Months": 217,
        "customerRepeatRate": "27.0%"
      },
      "dealsOverview": {
        "totalDealsAllTime": 857,
        "totalDealsInPast12Months": 291,
        "totalDealsInPast24Months": 514
      },
      ...
    }
  }
}
View JSON-LD Data
{
  "@context": "https://schema.org",
  "@type": "Organization",
  "headline": "National Legacy Capital Group",
  "contactAndLocation": {
    "legalBusinessName": "National Legacy Capital Group, LLC",
    "primaryBusinessAddress": "5405 Morehouse Dr, Suite 315, San Diego, CA 92121",
    "phone": "1 (858) 345-6338",
    "email": "hello@nationallegacy.com",
    "website": "https://www.nationallegacy.com",
    "yearsInBusinessExperience": "15 years in the industry"
  },
  "whatTheyDo": [
    "Business lines of credit, equipment financing and leasing, and small business term loans",
    "Additional options: asset-based revolving lines of credit ($2M-$30M), commercial financing, and vendor financing programs"
  ],
  "whatMakesThemDifferent": [...],
  "crmInsights": {
    "salesPerformanceSummary": [...],
    "nationalLegacyCustomerAnalysisResults": {
      "customerOverview": {
        "totalCustomersAllTime": 600,
        "customersInPast24Months": 367,
        "customersInPast12Months": 217,
        "customerRepeatRate": "27.0%"
      },
      ...
    }
  }
}