{"ok":true,"canonical_url":"https://dealroom.so/intelligence/trust-fiduciary-and-custody-activities/california","api_url":"https://dealroom.so/api/public/industries/trust-fiduciary-and-custody-activities?state=california","data_freshness":{"sba_records_through":"2026-05-31","fdic_records_through":"2026-03-31","dealroom_last_updated":"2026-06-16","timezone":"America/Chicago"},"methodology":{"label":"Industry risk & acquisition-data methodology","url":"https://dealroom.so/methodology/industry-risk"},"source_summary":["Public SBA 7(a) loan records","FDIC institution data","DealRoom lender and franchise enrichment"],"industry":{"name":"Trust, Fiduciary, and Custody Activities","slug":"trust-fiduciary-and-custody-activities","naics2":"52","business_count":13,"total_gross":7814400,"typical_financing":601108,"top_states":[{"state":"CA","state_name":"California","count":3,"url":"https://dealroom.so/intelligence/trust-fiduciary-and-custody-activities/california"},{"state":"IA","state_name":"Iowa","count":1,"url":"https://dealroom.so/intelligence/trust-fiduciary-and-custody-activities/iowa"},{"state":"MA","state_name":"Massachusetts","count":1,"url":"https://dealroom.so/intelligence/trust-fiduciary-and-custody-activities/massachusetts"},{"state":"MN","state_name":"Minnesota","count":1,"url":"https://dealroom.so/intelligence/trust-fiduciary-and-custody-activities/minnesota"},{"state":"MO","state_name":"Missouri","count":1,"url":"https://dealroom.so/intelligence/trust-fiduciary-and-custody-activities/missouri"},{"state":"NH","state_name":"New Hampshire","count":1,"url":"https://dealroom.so/intelligence/trust-fiduciary-and-custody-activities/new-hampshire"},{"state":"NY","state_name":"New York","count":1,"url":"https://dealroom.so/intelligence/trust-fiduciary-and-custody-activities/new-york"},{"state":"OH","state_name":"Ohio","count":1,"url":"https://dealroom.so/intelligence/trust-fiduciary-and-custody-activities/ohio"},{"state":"OR","state_name":"Oregon","count":1,"url":"https://dealroom.so/intelligence/trust-fiduciary-and-custody-activities/oregon"},{"state":"RI","state_name":"Rhode Island","count":1,"url":"https://dealroom.so/intelligence/trust-fiduciary-and-custody-activities/rhode-island"}],"state_scope":{"state":"CA","state_name":"California","returned":3,"complete":true,"businesses":[{"name":"Jeffrey M Baxley and Sara A Baxley as Trustees of THE BAXLEY FAMILY TRUST OF 201","city":"Anaheim","state":"CA","loan_count":1,"total_gross":4001700,"url":"https://dealroom.so/businesses/jeffrey-m-baxley-and-sara-a-baxley-as-trustees-of-the-baxley-family-trust-of-201-ca"},{"name":"Moghaddam Family Revocable Trust dated December 19, 2018","city":"San Carlos","state":"CA","loan_count":1,"total_gross":1200000,"url":"https://dealroom.so/businesses/moghaddam-family-revocable-trust-dated-december-19-2018-ca"},{"name":"Professional Fiduciaries of San Diego, Inc.","city":"San Diego","state":"CA","loan_count":1,"total_gross":552500,"url":"https://dealroom.so/businesses/professional-fiduciaries-of-san-diego-inc-ca"}]}},"caveats":["Informational only — figures are historical public SBA 7(a) loan records, not a current offer or loan approval.","Business locations are ZIP-area centroids; state scoping uses the project address on the public record."],"citation":{"label":"DealRoom industry SBA intelligence","url":"https://dealroom.so/intelligence/trust-fiduciary-and-custody-activities/california","source_type":"DealRoom Data"}}