Onitus Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$6,369,939
Clients
51
Advisors
2
of 2 employees
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
Expertise
Occupation focus
Fee options
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
$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
Commission fees from securities sales and insurance products by firm representatives
Up to $500 per hour for Financial Planning & Consulting services
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
2901 West Coast Hwy, Suite 200
Newport Beach CA 92663
Advisors at this office
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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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