{"@context":{"@vocab":"https://schema.org/"},"@type":"FinancialService","@id":"https://api.ai-analytics.org/adviser/319078#adviser","name":"LEGACY CAPITAL MANAGEMENT, LIMITED LIABILITY COMPANY","alternateName":"ONESOURCE WEALTH MANAGEMENT","identifier":[{"@type":"PropertyValue","propertyID":"CRD number","value":"319078"},{"@type":"PropertyValue","propertyID":"SEC file number","value":"801-129864"}],"address":{"@type":"PostalAddress","addressLocality":"GRANITE BAY","addressRegion":"CA","postalCode":"95746","addressCountry":"United States"},"url":"http://www.wisemoneyguys.com/","description":"LEGACY CAPITAL MANAGEMENT, LIMITED LIABILITY COMPANY is a Registered Investment Adviser based in GRANITE BAY, CA. Reports $149,813,898 in regulatory assets under management. No Form ADV Item 11 disciplinary disclosures reported.","additionalProperty":[{"@type":"PropertyValue","propertyID":"Adviser type","value":"Registered Investment Adviser"},{"@type":"PropertyValue","propertyID":"SEC status","value":"Approved"},{"@type":"PropertyValue","propertyID":"Regulatory AUM (USD)","value":149813898},{"@type":"PropertyValue","propertyID":"Number of accounts","value":546},{"@type":"PropertyValue","propertyID":"Employees","value":2},{"@type":"PropertyValue","propertyID":"Private funds managed","value":0}],"sameAs":["https://adviserinfo.sec.gov/firm/summary/319078","https://reports.adviserinfo.sec.gov/reports/ADV/319078/PDF/319078.pdf"],"isAccessibleForFree":true,"license":"https://creativecommons.org/publicdomain/zero/1.0/","_source":{"data_provider":"AI Analytics","data_provider_url":"https://api.ai-analytics.org","license":"https://creativecommons.org/publicdomain/zero/1.0/","primary_source":"https://adviserinfo.sec.gov/","primary_source_dataset":"https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-advisers","generated_at":"2026-06-27T09:31:26.662Z"}}