DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Onesource Wealth Management
Legal name Legacy Capital Management, Limited Liability Company
Latest filing Aug 27, 2026
First filing on the tape Mar 8, 2024 · 8 filings
SEC status approved since Apr 18, 2024
RAUM
$150M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
97%
$145M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$74.9M
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$150M as of Aug 27, 2026
Mar 18, 2025$140M then
HNW client RAUM$95.7M as of Aug 27, 2026
Mar 18, 2025$63.0M then
State-registered IARs (5.B.3)2 as of Aug 27, 2026
Mar 18, 20252 then
Employees (5.A)3 as of Aug 27, 2026
Mar 18, 20252 then
Private funds: no history
RAUM +7.0% over the last fiscal yearIARs 2 to 2offices 2 to 3
Practice profile
derived from the filing of Aug 27, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $74.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 115derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.2MderivedHNW RAUM over HNW clients
- Average account
- $274,384derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 0.5derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +7.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +35%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, educational seminarsreportedItem 5.G
- Custody
- $1.6M, 1 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$95.7M64%
- Individuals$49.4M33%
- Corporations and businesses$4.5M3.0%
- Pension and profit-sharing plans$225,1630.2%
- Individual clients
- 185reported
- HNW clients
- 44reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 546reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.6M for 1 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Giuseppe Francesco Visconti | Granite Bay, Ca | Jan 1, 2025 | 18 y | 7 |
| John Vincent Scambray | Granite Bay, Ca | Jan 2, 2025 | 34 y | 13 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Douglas Emitte to Dae Wealth ManagementFeb 8, 2023 · RIA to a state-registered adviser
Joined, latest
- John Vincent Scambray from One Source Health & Wealth ManagementJan 2, 2025 · Other
- Giuseppe Francesco Visconti from Raymond James Financial Services Advisors, IncJan 1, 2025 · Affiliated broker-dealer or bank to independent RIA
- Douglas Emitte from One Source Health & Wealth ManagementJun 24, 2022 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from One Source Health & Wealth ManagementDec 31, 2022 · Granite Bay, Ca
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Vincent John Scambray · Ceocontrolsince 04/2020 · owns less than 5%
- Francesco Giuseppe Visconti · President, Chief Financial Officer, Chief Investment Officer, Chief Compliance Officercontrolsince 01/2024 · owns less than 5%
- Vincent John Scambray · Ownercontrolsince 11/2019 · owns 25% to 50% of Legacy Capital Management, LLC
- Francesco Giuseppe Visconti · Owner; Ccocontrolsince 01/2024 · owns 25% to 50% of Legacy Capital Management, LLC
Entity owners
- Legacy Capital Management, LLC · Managing Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Granite Bay, Ca · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- account count surgeChange between filings · filing Mar 31, 2026accounts (Item 5.F.2.f) moved from 258.0 to 546.0 (+112.0%) between the annual amendments of 2025-03-18 and 2026-03-31; the peer median change was +5.0% (3688 comparable advisers, 98.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,688) · 98% percentile
- HNW share shiftChange between filings · filing Mar 31, 2026HNW share of RAUM moved from 45.0% to 64.0% between the annual amendments of 2025-03-18 and 2026-03-31peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Employees · 2 to 3May 13, 2026 to Aug 27, 2026
- Accounts · 258 to 546Feb 10, 2026 to Mar 31, 2026
- HNW clients · 37 to 44Feb 10, 2026 to Mar 31, 2026
- Individual clients · 133 to 185Feb 10, 2026 to Mar 31, 2026
- Assets in custody · unset to 1587053.0Feb 10, 2026 to Mar 31, 2026
- Custody of client assets · false to trueFeb 10, 2026 to Mar 31, 2026
- Other offices · 2 to 3Feb 10, 2026 to Mar 31, 2026
- Discretionary RAUM · $140M to $150MFeb 10, 2026 to Mar 31, 2026
- HNW RAUM · $63.0M to $95.7MFeb 10, 2026 to Mar 31, 2026
- Individual RAUM · $67.0M to $49.4MFeb 10, 2026 to Mar 31, 2026
- Pension RAUM · $5.0M to $225,163Feb 10, 2026 to Mar 31, 2026
- RAUM · $140M to $150MFeb 10, 2026 to Mar 31, 2026
- Succession · true to falseFeb 10, 2026 to Mar 31, 2026
- Legal name · ONESOURCE ADVISORS, LLC to LEGACY CAPITAL MANAGEMENT, LIMITED LIABILITY COMPANYMar 18, 2025 to Feb 10, 2026
- Succession · false to trueMar 18, 2025 to Feb 10, 2026
- Accounts · 400 to 258Dec 9, 2024 to Mar 18, 2025
- BD registered reps · 1 to 0Dec 9, 2024 to Mar 18, 2025
- HNW clients · 25 to 37Dec 9, 2024 to Mar 18, 2025
- Individual clients · 200 to 133Dec 9, 2024 to Mar 18, 2025
- Financial planning clients · 11-25 to 51-100Dec 9, 2024 to Mar 18, 2025
- Discretionary RAUM · $95.0M to $140MDec 9, 2024 to Mar 18, 2025
- HNW RAUM · $30.0M to $63.0MDec 9, 2024 to Mar 18, 2025
- Individual RAUM · $60.0M to $67.0MDec 9, 2024 to Mar 18, 2025
- Non-discretionary RAUM · $5.0M to $0Dec 9, 2024 to Mar 18, 2025
- RAUM · $100M to $140MDec 9, 2024 to Mar 18, 2025
Signals
4 dated events
- Onesource Wealth Management reported succeeding to the business of Onesource Wealth Management (Form ADV Item 4)Feb 10, 2026 · Succession (Item 4) · fact
- Onesource Wealth Management filed its initial SEC registration (Form ADV)Mar 8, 2024 · First SEC registration · fact
- Douglas Emitte left Onesource Wealth Management for Dae Wealth Management (registered 2023-01-25)Feb 8, 2023 · Advisor changed firm · fact
- 2 advisors left One Source Health & Wealth Management (Granite Bay, CA) for Onesource Wealth Management on the same dayDec 31, 2022 · Team lift-out · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 916-967-3500reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/onesource-health-wealth-managementreportedpublic record, Form ADV, Sep 17, 2026
- Website
- wisemoneyguys.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 9169673500reportedpublic record, Form ADV, Aug 27, 2026
- Contact form
- oswealthmanagement.com/contact-usreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $74.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026