A complete list of active advisors currently associated with Onitus Capital, LLC

Warmer can help you find a great advisor at Onitus Capital, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Onitus Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.