ONESOURCE WEALTH MANAGEMENT
ONESOURCE ADVISORS, LLC Legal Name
Adviser information for ONESOURCE WEALTH MANAGEMENT last updated from Form ADV on March 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 397 | $95.0M |
| Non-Discretionary | 3 | $5.0M |
| Total | 400 | $100.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 200 | $60.0M |
| HNW Individuals | 25 | $30.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $5.0M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $5.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshops |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-129864 |
|---|---|
| SEC ERA File Number | 801-129864 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 319078 |
| Legal Entity Identifier | None |
Principal Office
4080 CAVITT STALLMAN ROADSUITE 200
GRANITE BAY
CA
United States
Monday - Friday, 9:00 AM - 4:00 PM
Tel: 9169673500, Fax: None
Chief Compliance Officer
JOHN SCAMBRAY
CEO
4080 CAVITT STALLMAN RD
STE 200
GRANITE BAY
CA
United States
Tel:
9169673500
J***@***********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SCAMBRAY, JOHN | Individual | LEGACY CAPITAL MANAGEMENT, LLC | OWNER | 11/2019 | 25-50% |
| SCAMBRAY, JOHN | Individual | – | CHIEF COMPLIANCE OFFICER AND CEO | 04/2020 | < 5% |
| LEGACY CAPITAL MANAGEMENT, LLC | Domestic Entity | – | MANAGING MEMBER | 11/2019 | > 75% |
| VISCONTI, GIUSEPPE, FRANCESCO | Individual | – | PRESIDENT, CHIEF FINANCIAL OFFICER AND CHIEF INVESTMENT OFFICER | 01/2024 | < 5% |
| VISCONTI, GIUSEPPE, FRANCESCO | Individual | LEGACY CAPITAL MANAGEMENT, LLC | OWNER | 01/2024 | 25-50% |