Onitus Capital, LLC

RIASEC RegisteredEst. 2022

Total AUM

$9.6M

Discretionary

$6M

62% of AUM

Avg account

$144K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Newport Beach, California
CRD number: 321632
Registered since: June 1, 2022
Website: www.onituscapital.com
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 registered investment adviser formed in 2022 and organized as a limited liability company. The firm describes itself as a capital allocator serving both individuals and families as well as institutional clients. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing along with hourly and fixed-fee options. Onitus does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm lists an affiliation with an insurance company.