ONITUS CAPITAL, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Public Funds/Mutual Funds30%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1Kyle Soucy
Managing Member And Chief Compliance OfficerCRD 6562464
Contacts
1 of 1EDWARD THOMAS
Insurance AgentCRD 2546606
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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