ONITUS CAPITAL, LLC

RIASEC RegisteredEst. 2022
Total AUM
$9.6M
Discretionary
$6M
62% of AUM
Avg account
$144K
Accounts
67
Employees
1
Advisory reps
2

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
321632
Registered since
June 1, 2022
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI37.58%
  • Pension & Profit Sharing Plans33.93%
  • Individuals28.49%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Onitus Capital, LLC is an independent RIA formed in 2022 that positions itself as a capital allocator for a mixed client base of individuals, families and some institutional relationships. The firm’s advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers—signals that Onitus acts both as a discretionary manager and as a manager-of-managers when appropriate. Onitus reports a clear preference for equities and exchange-traded instruments rather than an ESG-driven approach; it is not identified as an active ESG investor. The firm also lists an affiliation with an insurance company, which may influence product access or distribution for certain clients. Onitus operates with a flexible fee model — percentage of AUM, hourly charges and fixed fees — allowing it to serve a range of client engagement types from ongoing discretionary mandates to project-based planning work. As a newly formed, single-state-registered adviser, it looks to combine direct portfolio management with the selection and oversight of third-party managers when allocating clients into alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 65%, Public Funds/Mutual Funds 30%, Cash & Cash Equivalents 5%65%
  • Exchange Traded Equities65%
  • Public Funds/Mutual Funds30%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • Kyle Soucy

    Managing Member And Chief Compliance OfficerCRD 6562464

Contacts

1 of 1
  • EDWARD THOMAS

    Insurance AgentCRD 2546606

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

NEWPORT BEACH, CA

ORANGE

Location

NEWPORT BEACH, CA

Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
2901 W Coast Hwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth