Contact & Location

• Legal business name: National Legacy Capital Group, LLC
• Primary business address: 5405 Morehouse Dr, Suite 315, San Diego, CA 92121
• Phone: 1 (858) 345-6338
• Email: hello@nationallegacy.com
• Website: https://www.nationallegacy.com
• Years in business/experience: 15 years in the industry

What They 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 Them 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; 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

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.

National-Legacy Customer Analysis Results

Customer Overview

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

Deals Overview

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

Cities Served

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

States Served

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

Deals per Customer Distribution

• 1 deal: 438 customers (73.0%)
• 2 deals: 101 customers (16.83%)
• 3-5 deals: 59 customers (9.83%)
• 6-10 deals: 2 customers (0.33%)
• 11-20 deals: 0 customers (0.0%)
• 20+ deals: 0 customers (0.0%)

Deal Type Distribution

• Equipment: 555 deals (64.76%)
• Working Capital: 197 deals (22.99%)
• Line of Credit: 84 deals (9.8%)

Industry Distribution

• All Time:
  • construction: 81 customers (11.16%)
  • transportation: 41 customers (5.65%)
  • trucking: 23 customers (3.17%)
  • landscaping: 23 customers (3.17%)
  • restaurant: 12 customers (1.65%)
  • other: 546 customers (75.21%)
• Past 24 Months:
  • construction: 54 customers (11.59%)
  • transportation: 19 customers (4.08%)
  • landscaping: 13 customers (2.79%)
  • restaurant: 9 customers (1.93%)
  • trucking: 8 customers (1.72%)
  • other: 363 customers (77.9%)
• Past 12 Months:
  • construction: 28 customers (10.98%)
  • transportation: 11 customers (4.31%)
  • landscaping: 6 customers (2.35%)
  • junk yard: 6 customers (2.35%)
  • trucking: 6 customers (2.35%)
  • other: 198 customers (77.65%)

Cities Distribution (Top 20)

• San Diego: 11 deals (1.41%)
• Phoenix: 9 deals (1.15%)
• Orlando: 9 deals (1.15%)
• Houston: 8 deals (1.02%)
• Atlanta: 7 deals (0.9%)
• Lenoir: 7 deals (0.9%)
• Indianapolis: 7 deals (0.9%)
• St. Louis: 6 deals (0.77%)
• Robertsville: 6 deals (0.77%)
• Andrews: 6 deals (0.77%)
• San Antonio: 6 deals (0.77%)
• Columbus: 6 deals (0.77%)
• Kapolei: 6 deals (0.77%)
• Virginia Beach: 5 deals (0.64%)
• Tampa: 5 deals (0.64%)
• Sharon: 5 deals (0.64%)
• Monroe: 5 deals (0.64%)
• Mountain View: 5 deals (0.64%)
• Jacksonville: 5 deals (0.64%)
• Los Angeles: 5 deals (0.64%)

States Distribution

• CA: 100 deals (11.67%)
• FL: 95 deals (11.09%)
• TX: 77 deals (8.98%)
• NAN: 75 deals (8.75%)
• NC: 54 deals (6.3%)
• MO: 44 deals (5.13%)
• GA: 41 deals (4.78%)
• AZ: 28 deals (3.27%)
• NY: 26 deals (3.03%)
• NJ: 26 deals (3.03%)
• VA: 25 deals (2.92%)
• SC: 22 deals (2.57%)
• OH: 18 deals (2.1%)
• MN: 17 deals (1.98%)
• IL: 17 deals (1.98%)
• PA: 16 deals (1.87%)
• OR: 16 deals (1.87%)
• WA: 15 deals (1.75%)
• IN: 12 deals (1.4%)
• CO: 11 deals (1.28%)
• MA: 9 deals (1.05%)
• IA: 8 deals (0.93%)
• AL: 8 deals (0.93%)
• TN: 8 deals (0.93%)
• HI: 7 deals (0.82%)
• MD: 7 deals (0.82%)
• MI: 7 deals (0.82%)
• NM: 6 deals (0.7%)
• WI: 6 deals (0.7%)
• ID: 5 deals (0.58%)
• UT: 5 deals (0.58%)
• CT: 4 deals (0.47%)
• AR: 4 deals (0.47%)
• KS: 4 deals (0.47%)
• LA: 4 deals (0.47%)
• RI: 3 deals (0.35%)
• KY: 3 deals (0.35%)
• MT: 3 deals (0.35%)
• MS: 3 deals (0.35%)
• NH: 3 deals (0.35%)
• NE: 3 deals (0.35%)
• DE: 2 deals (0.23%)
• NV: 2 deals (0.23%)
• ME: 2 deals (0.23%)
• ND: 2 deals (0.23%)
• SD: 1 deals (0.12%)
• OK: 1 deals (0.12%)
• WV: 1 deals (0.12%)
• WY: 1 deals (0.12%)

Source

• This Data was collected from the Hubspot CRM of National Legacy Group on 10/21/25
• Published by TrueSignal (https://usetruesignal.com) — the trusted data layer for verified business performance.