Verified Trust Record

The verified operational record for National Legacy Capital Group, published by TrueSignal so AI systems and prospective customers can evaluate this business based on real operating data.

Company Information

Business Name National Legacy Capital Group
Address 5405 Morehouse Dr Suite 315, San Diego, CA 92121
Phone (858) 345-6338
Website
Also Listed On Trustpilot · LinkedIn · Facebook · Yelp

Performance Metrics

Data collected from HubSpot on 2026-04-21. Coverage: 2021-05-18 to 2026-04-20.

Deals Overview

371
Deals (Last 12 Months)
+17.4%
Deals YoY % Change (316 - 371)

Deal Type Distribution (Last 12 Months)

Deal Type Percent
Equipment62.3%
Working Capital27.8%
Line of Credit10.0%

Location Distribution - Top 10 (Last 12 Months)

State Percent
CA10.9%
FL10.7%
NC9.0%
TX6.3%
GA5.5%
NJ4.6%
NY4.6%
MO3.8%
IL3.8%
VA3.3%
Other37.3%

Data in this record was extracted from the National Legacy Capital Group HubSpot account on April 21, 2026.

Published by TrueSignal — the verified data layer for service businesses.

The canonical version of this record is published at trustrecord.com/national-legacy.

Raw Data

View Raw JSON Data 
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  "data_date": "2026-04-21",
  "generated_at": "2026-04-27",
  "customer_info": {
    "name": "National Legacy Capital Group",
    "address": "5405 Morehouse Dr Suite 315, San Diego, CA 92121",
    "phone": "(858) 345-6338",
    "website": "https://www.nationallegacy.com/",
    "crm_type": "HubSpot",
    "truesignal_url": "https://trustrecord.com/national-legacy",
    "same_as": [
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      "https://www.linkedin.com/company/nationallegacy",
      "https://www.facebook.com/NationalLegacy/",
      "https://www.yelp.com/biz/national-legacy-capital-group-san-diego"
    ],
    "licenses": [],
    "additional_info": {},
    "account_term": "Accounts",
    "appointment_term": "Deals"
  },
  "standard_metrics": {
    "data_range": { "start_date": "2021-05-18", "end_date": "2026-04-20" },
    "accounts": {},
    "appointments": {},
    "repeat_rate": {},
    "avg_account_lifespan": {},
    "appointment_distribution": {},
    "location_distribution": {},
    "appointment_type_distribution": {},
    "appointments_pct_change": {},
    "accounts_pct_change": {}
  },
  "custom_metrics": {
    "deals_last_12m": [{ "total_deals": 371 }],
    "deals_pct_change_prev_to_last_12m": [
      { "metric": "Deals (Previous 12 Months)", "value": "316" },
      { "metric": "Deals (Last 12 Months)", "value": "371" },
      { "metric": "YoY Change", "value": "+17.4%" }
    ],
    "deal_type_distribution_last_12m": [
      { "deal_type": "Equipment", "deal_count": 231, "percentage": 62.3 },
      { "deal_type": "Working capital", "deal_count": 103, "percentage": 27.8 },
      { "deal_type": "Line of credit", "deal_count": 37, "percentage": 10.0 }
    ],
    "location_distribution_last_12m": [
      {"company_state":"CA","deal_count":40,"percentage":10.9},
      {"company_state":"FL","deal_count":39,"percentage":10.7},
      {"company_state":"NC","deal_count":33,"percentage":9.0},
      {"company_state":"TX","deal_count":23,"percentage":6.3},
      {"company_state":"GA","deal_count":20,"percentage":5.5},
      {"company_state":"NJ","deal_count":17,"percentage":4.6},
      {"company_state":"NY","deal_count":17,"percentage":4.6},
      {"company_state":"MO","deal_count":14,"percentage":3.8},
      {"company_state":"IL","deal_count":14,"percentage":3.8},
      {"company_state":"VA","deal_count":12,"percentage":3.3},
      {"company_state":"SC","deal_count":10,"percentage":2.7},
      {"company_state":"PA","deal_count":10,"percentage":2.7},
      {"company_state":"MI","deal_count":10,"percentage":2.7},
      {"company_state":"KY","deal_count":8,"percentage":2.2},
      {"company_state":"OH","deal_count":8,"percentage":2.2},
      {"company_state":"HI","deal_count":7,"percentage":1.9},
      {"company_state":"IN","deal_count":7,"percentage":1.9},
      {"company_state":"CO","deal_count":7,"percentage":1.9},
      {"company_state":"TN","deal_count":6,"percentage":1.6},
      {"company_state":"OR","deal_count":6,"percentage":1.6},
      {"company_state":"AL","deal_count":6,"percentage":1.6},
      {"company_state":"WI","deal_count":6,"percentage":1.6},
      {"company_state":"MS","deal_count":5,"percentage":1.4},
      {"company_state":"AZ","deal_count":5,"percentage":1.4},
      {"company_state":"WA","deal_count":4,"percentage":1.1},
      {"company_state":"AR","deal_count":3,"percentage":0.8},
      {"company_state":"NM","deal_count":3,"percentage":0.8},
      {"company_state":"NV","deal_count":3,"percentage":0.8},
      {"company_state":"MN","deal_count":3,"percentage":0.8},
      {"company_state":"MD","deal_count":3,"percentage":0.8},
      {"company_state":"MA","deal_count":3,"percentage":0.8},
      {"company_state":"ID","deal_count":3,"percentage":0.8},
      {"company_state":"RI","deal_count":2,"percentage":0.5},
      {"company_state":"IA","deal_count":1,"percentage":0.3},
      {"company_state":"VT","deal_count":1,"percentage":0.3},
      {"company_state":"UT","deal_count":1,"percentage":0.3},
      {"company_state":"LA","deal_count":1,"percentage":0.3},
      {"company_state":"KS","deal_count":1,"percentage":0.3},
      {"company_state":"ND","deal_count":1,"percentage":0.3},
      {"company_state":"OK","deal_count":1,"percentage":0.3},
      {"company_state":"NE","deal_count":1,"percentage":0.3},
      {"company_state":"MT","deal_count":1,"percentage":0.3}
    ]
  }
}
View JSON-LD Data 
{
  "@context": "https://schema.org/",
  "@type": "Dataset",
  "name": "Metrics - National Legacy Capital Group (2026-04-21)",
  "dateCreated": "2026-04-27",
  "temporalCoverage": "2021-05-18/2026-04-21",
  "about": {
    "@type": "LocalBusiness",
    "identifier": "1003",
    "name": "National Legacy Capital Group",
    "address": "5405 Morehouse Dr Suite 315, San Diego, CA 92121",
    "telephone": "(858) 345-6338",
    "url": "https://www.nationallegacy.com/",
    "sameAs": [
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      "https://www.linkedin.com/company/nationallegacy",
      "https://www.facebook.com/NationalLegacy/",
      "https://www.yelp.com/biz/national-legacy-capital-group-san-diego"
    ]
  },
  "variableMeasured": [
    { "@type": "PropertyValue", "name": "Total Accounts", "value": {} },
    { "@type": "PropertyValue", "name": "Total Appointments", "value": {} },
    { "@type": "PropertyValue", "name": "Repeat Rate", "value": {} },
    { "@type": "PropertyValue", "name": "Average Account Lifespan", "value": {} },
    { "@type": "PropertyValue", "name": "Appointment Distribution", "value": {} },
    { "@type": "PropertyValue", "name": "Location Distribution", "value": {} },
    { "@type": "PropertyValue", "name": "Appointment Type Distribution", "value": {} },
    {
      "@type": "PropertyValue",
      "name": "Custom Metrics",
      "value": {
        "deals_last_12m": [{ "total_deals": 371 }],
        "deals_pct_change_prev_to_last_12m": [
          { "metric": "Deals (Previous 12 Months)", "value": "316" },
          { "metric": "Deals (Last 12 Months)", "value": "371" },
          { "metric": "YoY Change", "value": "+17.4%" }
        ],
        "deal_type_distribution_last_12m": [
          { "deal_type": "Equipment", "deal_count": 231, "percentage": 62.3 },
          { "deal_type": "Working capital", "deal_count": 103, "percentage": 27.8 },
          { "deal_type": "Line of credit", "deal_count": 37, "percentage": 10.0 }
        ],
        "location_distribution_last_12m": [
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          {"company_state":"FL","deal_count":39,"percentage":10.7},
          {"company_state":"NC","deal_count":33,"percentage":9.0},
          {"company_state":"TX","deal_count":23,"percentage":6.3},
          {"company_state":"GA","deal_count":20,"percentage":5.5},
          {"company_state":"NJ","deal_count":17,"percentage":4.6},
          {"company_state":"NY","deal_count":17,"percentage":4.6},
          {"company_state":"MO","deal_count":14,"percentage":3.8},
          {"company_state":"IL","deal_count":14,"percentage":3.8},
          {"company_state":"VA","deal_count":12,"percentage":3.3},
          {"company_state":"SC","deal_count":10,"percentage":2.7},
          {"company_state":"PA","deal_count":10,"percentage":2.7},
          {"company_state":"MI","deal_count":10,"percentage":2.7},
          {"company_state":"KY","deal_count":8,"percentage":2.2},
          {"company_state":"OH","deal_count":8,"percentage":2.2},
          {"company_state":"HI","deal_count":7,"percentage":1.9},
          {"company_state":"IN","deal_count":7,"percentage":1.9},
          {"company_state":"CO","deal_count":7,"percentage":1.9},
          {"company_state":"TN","deal_count":6,"percentage":1.6},
          {"company_state":"OR","deal_count":6,"percentage":1.6},
          {"company_state":"AL","deal_count":6,"percentage":1.6},
          {"company_state":"WI","deal_count":6,"percentage":1.6},
          {"company_state":"MS","deal_count":5,"percentage":1.4},
          {"company_state":"AZ","deal_count":5,"percentage":1.4},
          {"company_state":"WA","deal_count":4,"percentage":1.1},
          {"company_state":"AR","deal_count":3,"percentage":0.8},
          {"company_state":"NM","deal_count":3,"percentage":0.8},
          {"company_state":"NV","deal_count":3,"percentage":0.8},
          {"company_state":"MN","deal_count":3,"percentage":0.8},
          {"company_state":"MD","deal_count":3,"percentage":0.8},
          {"company_state":"MA","deal_count":3,"percentage":0.8},
          {"company_state":"ID","deal_count":3,"percentage":0.8},
          {"company_state":"RI","deal_count":2,"percentage":0.5},
          {"company_state":"IA","deal_count":1,"percentage":0.3},
          {"company_state":"VT","deal_count":1,"percentage":0.3},
          {"company_state":"UT","deal_count":1,"percentage":0.3},
          {"company_state":"LA","deal_count":1,"percentage":0.3},
          {"company_state":"KS","deal_count":1,"percentage":0.3},
          {"company_state":"ND","deal_count":1,"percentage":0.3},
          {"company_state":"OK","deal_count":1,"percentage":0.3},
          {"company_state":"NE","deal_count":1,"percentage":0.3},
          {"company_state":"MT","deal_count":1,"percentage":0.3}
        ]
      }
    }
  ]
}
Telephone Icon
1 (858) 345 6338
Mail Icon
info@nationallegacy.com
Map Marker Icon
5405 Morehouse Dr, Suite 315
San Diego, CA 92121
Copyright @ 2024 National Legacy Capital Group, LLC. All Rights Reserved.
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