Legacy Capital Management, Limited Liability Company
● SEC registered since 2024CRD 319078SEC# 801-129864Granite Bay, CA
Reg. AUM
$149.8M
Employees
2
Accounts
546
Location
Granite Bay, CA
Legacy Capital Management, Limited Liability Company assets under management
Legacy Capital Management, Limited Liability Company operates as an SEC-registered investment adviser based in Granite Bay, CA. The firm has been registered since 2024. It reports $149.8 million in regulatory assets under management and employs 2 people.
Legacy Capital Management, Limited Liability Company owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Giuseppe Francesco Visconti Control | President, Chief Financial Officer, Chief Investment Officer, Chief Compliance Officer, Chief Technology Officer | Under 5% | 2024 |
| John Vincent Scambray Control | Ceo | Under 5% | 2020 |
| Legacy Capital Management, Limited Liability Company Control | Managing Member | Over 75% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Legacy Capital Management, Limited Liability Company manage?
Legacy Capital Management, Limited Liability Company reports $149.8 million in regulatory assets under management on its Form ADV.
How many employees does Legacy Capital Management, Limited Liability Company have?
Legacy Capital Management, Limited Liability Company reports 2 employees.
Where is Legacy Capital Management, Limited Liability Company located?
Legacy Capital Management, Limited Liability Company is based in Granite Bay, CA and has been SEC-registered since 2024.
Does Legacy Capital Management, Limited Liability Company disclose fund performance?
Legacy Capital Management, Limited Liability Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$149.8M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$149.8Mregulatory AUM
Discretionary $149.8M