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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ONESOURCE WEALTH MANAGEMENT

LEGACY CAPITAL MANAGEMENT, LIMITED LIABILITY COMPANY, CRD 319078

GRANITE BAY, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:68f43a2c-5d3d-03ee-af25-b0884d47bbbe

Data as of Aug 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 4
On other graphs: 0
Observed: Mar 8, 2024 to Aug 27, 2026
8 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $150MItem 5.F on the latest filing (2026-08-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $150M
Private client RAUM: $145MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $74.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 546
Individual clients: 185
High net worth clients: 44
Custody, client assets: $1.6M
SEC number: 801-129864
CRD: 319078
Filings on the tape: 8
First filed: Mar 8, 2024
Latest filed: Aug 27, 2026
Organised: Limited Liability Company, CA
Website: wisemoneyguys.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GIUSEPPE FRANCESCO VISCONTI	n/a	GRANITE BAY, CA	1	18	7	no
JOHN VINCENT SCAMBRAY	n/a	GRANITE BAY, CA	1	34	13	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LEGACY CAPITAL MANAGEMENT, LLC	MANAGING MEMBER	E	yes	11/2019	Mar 8, 2024	Dec 9, 2024
SCAMBRAY, JOHN, VINCENT	Owner	C	yes	11/2019	Mar 8, 2024	Dec 9, 2024
SCAMBRAY, JOHN, VINCENT	Ceo	Na	yes	04/2020	Mar 8, 2024	Dec 9, 2024
VISCONTI, GIUSEPPE, FRANCESCO	OWNER; CCO	C	yes	01/2024	Mar 8, 2024	Dec 9, 2024
VISCONTI, GIUSEPPE, FRANCESCO	PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	Na	yes	01/2024	Mar 8, 2024	Dec 9, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$150M	$150M	2	2	3	n/a	n/a
2024	Mar 18, 2025	$140M	$140M	2	2	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$150M	$140M	7.0%	n/a	n/a	3	2	3	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ONE SOURCE HEALTH & WEALTH MANAGEMENT	2	Dec 31, 2022	Jan 2, 2025	GRANITE BAY, CA	Team lift out	Other	100.0%

Relationships

Registered with (3)

← JOHN VINCENT SCAMBRAYAdvisorregistration: current employment
Jan 2, 2025 to presentfactForm ADV
← GIUSEPPE FRANCESCO VISCONTIAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Douglas EmitteAdvisorregistration: previous registration
Jun 24, 2022 to Feb 8, 2023factForm ADV

Moved with (1)

← ONE SOURCE HEALTH & WEALTH MANAGEMENTRegistered adviser2 advisors, team lift out, same day
Dec 31, 2022 to Jan 2, 2025factForm ADV

Controls (3)

← SCAMBRAY, JOHN, VINCENTOwnerOWNER, ownership code C, individual
Mar 8, 2024 to Dec 9, 2024factForm ADV
← VISCONTI, GIUSEPPE, FRANCESCOOwnerOWNER; CCO, ownership code C, individual
Mar 8, 2024 to Dec 9, 2024factForm ADV
← LEGACY CAPITAL MANAGEMENT, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Mar 8, 2024 to Dec 9, 2024factForm ADV

Dated events

Occurred
Feb 10, 2026
Succession filed (Item 4)
Onesource Wealth Management reported succeeding to the business of Onesource Wealth Management (Form ADV Item 4)
Form ADVobserved 4 days ago
Occurred
Mar 8, 2024
First Form ADV filing
Onesource Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago
Occurred
Feb 8, 2023
Advisor changed firm
Douglas Emitte left Onesource Wealth Management for Dae Wealth Management (registered 2023-01-25)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2022
Team lift-out
2 advisors left One Source Health & Wealth Management (Granite Bay, CA) for Onesource Wealth Management on the same day
Form ADVobserved 4 days ago
2 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:68f43a2c-5d3d-03ee-af25-b0884d47bbbe
First observed: Mar 8, 2024
Last observed: Aug 27, 2026 23 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ONESOURCE WEALTH MANAGEMENT

LEGACY CAPITAL MANAGEMENT, LIMITED LIABILITY COMPANY, CRD 319078

GRANITE BAY, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:68f43a2c-5d3d-03ee-af25-b0884d47bbbe

Data as of Aug 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:12 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GIUSEPPE FRANCESCO VISCONTI

n/a

GRANITE BAY, CA

JOHN VINCENT SCAMBRAY

n/a

GRANITE BAY, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LEGACY CAPITAL MANAGEMENT, LLC

MANAGING MEMBER

yes

11/2019

Mar 8, 2024

Dec 9, 2024

SCAMBRAY, JOHN, VINCENT

Owner

yes

11/2019

Mar 8, 2024

Dec 9, 2024

SCAMBRAY, JOHN, VINCENT

Ceo

yes

04/2020

Mar 8, 2024

Dec 9, 2024

VISCONTI, GIUSEPPE, FRANCESCO

OWNER; CCO

yes

01/2024

Mar 8, 2024

Dec 9, 2024

VISCONTI, GIUSEPPE, FRANCESCO

PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER

yes

01/2024

Mar 8, 2024

Dec 9, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$150M

n/a

2024

Mar 18, 2025

$140M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$150M

$140M

7.0%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ONE SOURCE HEALTH & WEALTH MANAGEMENT

Dec 31, 2022

Jan 2, 2025

GRANITE BAY, CA

Team lift out

Other

100.0%