Investment adviser · CRD 319078
ONESOURCE WEALTH MANAGEMENT
Investment adviser filing (IA)
LEGACY CAPITAL MANAGEMENT, LIMITED LIABILITY COMPANY
GRANITE BAY, CA, United States · Form ADV filed Aug 27, 2026
- Regulatory AUM
- $150M Form ADV · Item 5.F
- Client accounts
- 546 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 44 | $95,656,897 | 63.9% |
| Individuals | 185 | $49,391,477 | 33.0% |
| Corporations & businesses | Fewer than 5 | $4,540,361 | 3.0% |
| Retirement plans | Fewer than 5 | $225,163 | 0.2% |
Filing source
Form ADV 2127262 · Aug 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
4080 CAVITT STALLMAN ROAD, SUITE 200GRANITE BAY, CA, 95746, United States
CRD 319078
Filing source
Form ADV 2127262 · Aug 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.