ONESOURCE ADVISORS, LLC
Legal name: ONESOURCE WEALTH MANAGEMENT
CRD #319078 SEC #801-129864 GRANITE BAY, CA 9169673500
SEC Registered
Total AUM
$140M
Discretionary
$140M
Employees
2
Clients
51
Accounts
258
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SCAMBRAY, JOHN | I | CHIEF COMPLIANCE OFFICER AND CEO | NA | Control |
| SCAMBRAY, JOHN, VINCENT | I | CHIEF COMPLIANCE OFFICER AND CEO | NA | Control |
| SCAMBRAY, JOHN, VINCENT | I | CEO | NA | Control |
| SCAMBRAY, JOHN, VINCENT | I | CEO | NA | Control |
| VISCONTI, GIUSEPPE, FRANCESCO | I | PRESIDENT, CHIEF FINANCIAL OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| VISCONTI, GIUSEPPE, FRANCESCO | I | PRESIDENT, CHIEF FINANCIAL OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| VISCONTI, GIUSEPPE, FRANCESCO | I | PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| VISCONTI, GIUSEPPE, FRANCESCO | I | PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LEGACY CAPITAL MANAGEMENT, LIMITED LIABILITY COMPANY | DE | MANAGING MEMBER | E | Control |
| LEGACY CAPITAL MANAGEMENT, LLC | DE | MANAGING MEMBER | E | Control |
| LEGACY CAPITAL MANAGEMENT, LLC | DE | MANAGING MEMBER | E | Control |
| LEGACY CAPITAL MANAGEMENT, LLC | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SCAMBRAY, JOHN | I | LEGACY CAPITAL MANAGEMENT, LLC | C | Control |
| SCAMBRAY, JOHN, VINCENT | I | LEGACY CAPITAL MANAGEMENT, LLC | C | Control |
| SCAMBRAY, JOHN, VINCENT | I | LEGACY CAPITAL MANAGEMENT, LLC | C | Control |
| VISCONTI, GIUSEPPE, FRANCESCO | I | LEGACY CAPITAL MANAGEMENT, LLC | C | Control |
| VISCONTI, GIUSEPPE, FRANCESCO | I | LEGACY CAPITAL MANAGEMENT, LLC | C | Control |
| VISCONTI, GIUSEPPE, FRANCESCO | I | LEGACY CAPITAL MANAGEMENT, LLC | C | Control |
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (1)
CA
Address
4080 CAVITT STALLMAN ROADSUITE 200
GRANITE BAY, CA 95746
United States
Phone: 9169673500