Onitus Capital, LLC logo

Onitus Capital, LLC

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Client assets under management

$6,369,939

Clients

51

35% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

26

Low

Average account size

$124,901

About

Onitus Capital serves individual and high‑net‑worth clients, as well as trusts, retirement plans and small businesses, managing roughly $9.6 million for about 50 clients through a two‑adviser team. The firm offers discretionary and non‑discretionary asset management, financial planning, and retirement plan consulting, and it assists clients with selection and oversight of third‑party money managers.

Portfolios are tailored to client objectives and may employ a mix of strategic, dynamic, tactical and core‑satellite asset allocation approaches, with access to alternatives, structured products, private funds, options and other derivatives. The firm monitors third‑party managers on an ongoing basis and may hold positions long term or trade more actively depending on client needs and market conditions.

Notable differences from many peers include the firm’s documented use of borrowing and of derivatives within managed accounts and its affiliations with insurance and broker‑dealer/investment banking activities, which the brochure discloses as potential conflicts of interest. The firm also provides consulting services to private funds to onboard them to a custodial platform (including Charles Schwab) and receives consulting fees for that work, with policies described in the brochure to limit overlap between those engagements and its advisory recommendations.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Options & derivatives strategies Real estate investing Business exit / sale strategy

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Flat fees up to $10,000 for Financial Planning & Consulting; flat fees from $1,000 to $15,000 for Retirement Plan Consulting; $2,500 engagement fee plus $7,500 success fee for consulting to private funds onboarding to custodial platform

Percentage

$0+: up to 1.50% annually for Asset Management services $0+: up to 2.75% annually for clients utilizing Third Party Managers (firm's fee) $0+: combined maximum fee of up to 3.00% annually including third party manager fees $0+: combined maximum fee of up to 1.75% annually including Adhesion TAMP fees

Commissions

Commission fees from securities sales and insurance products by firm representatives

Project-based

Up to $500 per hour for Financial Planning & Consulting services

Other

Fee-only: Hourly fees up to $500 per hour; flat fees up to $10,000 for Financial Planning & Consulting; flat fees $1,000 to $15,000 or up to 1.00% of plan assets for Retirement Plan Consulting

Main office location

Onitus Capital, LLC

2901 West Coast Hwy, Suite 200

Newport Beach CA 92663, United States

Number of offices

2

Most active in

California · Connecticut · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Edward T

Series 63, Series 66

Newport Beach, CA

Onitus Capital, LLC

Edward Thomas is a financial advisor at Onitus Capital, LLC in Newport Beach, CA, holding Series 63 and Series 66 designations with 24 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Waddell & Reed, Inc., and LPL Enterprise. In addition to advisory work, he is involved in tax preparation and accounting through Hunter CPA. Onitus Capital provides investment advisory and financial planning services to individuals, trusts, corporations, and employer retirement plans. The firm offers tailored portfolio management combining various asset-allocation strategies and employs a broad investable universe including equities, fixed income, alternatives, and derivatives, alongside pension consulting and private fund implementation.

Private / alternative investments Options & derivatives strategies Real estate investing Business exit / sale strategy Founder/Business Owner Executive
user avatar

Kyle S

CFP®, Series 63, Series 65

Newport Beach, CA

Onitus Capital, LLC

Kyle Soucy is the sole owner and managing member of Onitus Capital, LLC, an independent registered investment adviser based in Newport Beach, CA. He holds the CFP® designation and has nine years of industry experience. Prior to founding Onitus Capital, he worked at firms including Paulson Investment Company and Northern Lights Distributors. Outside of advisory work, Mr. Soucy is involved in entertainment as a co-executive producer and occasional actor, and he also operates a consulting firm and an insurance agency. Onitus Capital provides investment advisory and financial planning services to individuals, trusts, corporations, and employer retirement plans. The firm offers tailored portfolio management combining various asset allocation strategies and includes alternative investments and derivatives in its investable universe. It is notable for its affiliation with an insurance entity and involvement in establishing private equity and real estate funds on custodial platforms, as well as pension consulting for plan sponsors.

Private / alternative investments Options & derivatives strategies Real estate investing Business exit / sale strategy Founder/Business Owner Executive
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