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Edward T
Series 63, Series 66
Newport Beach, CA
Onitus Capital, LLC
Edward Thomas is a financial advisor at Onitus Capital, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Prudential Insurance Company of America, Waddell & Reed, and LPL Enterprise. In addition to his advisory role, he provides tax preparation and accounting services through Hunter CPA. Onitus Capital serves individual and high-net-worth clients, trusts, retirement plans, and small businesses, managing approximately $9.6 million for about 50 clients. The firm offers discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, employing a variety of asset allocation strategies and monitoring third-party managers on an ongoing basis.
Kyle S
CFP®, Series 63, Series 65
Newport Beach, CA
Onitus Capital, LLC
Kyle Soucy is a CFP® with nine years of industry experience, currently serving as the sole owner, managing member, and chief compliance officer of Onitus Capital, LLC. He has held positions at several firms, including Paulson Investment Company and Northern Lights Distributors. Outside of financial advising, Mr. Soucy is a co-executive producer in the entertainment industry, involved in sourcing movie projects and performing small acting roles. Onitus Capital manages approximately $9.6 million for about 50 clients, including individuals, high-net-worth clients, trusts, retirement plans, and small businesses. The firm offers discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, employing a range of asset allocation strategies and ongoing oversight of third-party money managers.
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