| Name | Title | Ownership | Since |
|---|---|---|---|
| Giuseppe Francesco Visconti Control | President, Chief Financial Officer, Chief Investment Officer, Chief Compliance Officer | Under 5% | 2024 |
| John Vincent Scambray Control | Ceo | Under 5% | 2020 |
| Legacy Capital Management, Limited Liability Company Control | Managing Member | Over 75% | 2019 |
Onesource Advisors, LLC reports $140 million in regulatory assets under management on its Form ADV.
Onesource Advisors, LLC reports 2 employees.
Onesource Advisors, LLC is based in Granite Bay, CA and has been SEC-registered since 2024.
Onesource Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4080 Cavitt Stallman Road, Suite 200, Granite Bay, CA 95746 |
| Phone | 9169673500 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $140M |
| Non-discretionary | $0 |
| Total (RAUM) | $140M |