Onesource Wealth Management - Investment Advisers

About Onesource Wealth Management

Onesource Wealth Management is an investment adviser based in Granite Bay, California, with the registered legal name Legacy Capital Management, LLC. The firm traces its origins to 2015, when it was founded as OneSource Advisors, LLC to serve the financial and insurance needs of small and mid-sized businesses. Its services later expanded into the wealth management offering it provides today. The firm is registered with the state of California and reports about $149.81 million in regulatory assets under management, with three employees. It is one of the investment advisers in California listed in the state. The firm describes itself as an independent registered investment adviser that acts as a fiduciary, and it is paid through fees rather than commissions on the products it recommends. Client assets are held in custody at Charles Schwab. Listed services include comprehensive financial and estate planning, custom asset management, and advisory work for 401(k) plans and employer retirement plans. John Scambray is the chief executive officer, and Giuseppe Visconti serves as president, chief compliance officer and chief financial officer. The firm is one of the advisers in the directory of US investment advisers and states that it is locally owned and operated.

Key Facts

Assets Under Management

$149.81M

Employees

3

SEC File Number

801-129864