Onitus Capital, LLC

Onitus Capital, LLC is a financial advisory firm established in 2022 by Kyle Soucy, who serves as the Managing Member and Chief Compliance Officer. The firm is based in Newport Beach, CA, and specializes in providing investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit sharing plans, and various business entities. Onitus Capital operates as a limited liability company wholly owned by Kyle Soucy through Onitus Holdings LLC. The firm offers asset management services, financial planning and consulting, and retirement plan consulting. Asset management services include creating tailored portfolios of individual stocks, bonds, ETFs, options, mutual funds, and other securities. Financial planning services cover a wide range of financial aspects, including investment planning, retirement planning, estate planning, tax planning, and more. Retirement plan consulting services assist employer plan sponsors in establishing, monitoring, and reviewing participant-directed retirement plans. Onitus Capital charges fees based on a percentage of assets under management, with maximum annual fees not exceeding 1.50% for asset management services. Financial planning and consulting fees are charged on an hourly or flat fee basis, with maximum hourly fees not exceeding $500 and flat fees not exceeding $10,000. The firm does not offer or sponsor a wrap fee program. Clients have the option to grant investment discretion to Onitus Capital, allowing the firm to execute securities transactions on their behalf. The firm does not accept proxy authority to vote client securities and does not receive soft dollars in excess of what is allowed by regulations. As a fiduciary, Onitus Capital is committed to acting in the best interests of its clients and providing transparent and personalized financial advice to help clients achieve their financial goals. Clients can contact Kyle Soucy, the Chief Compliance Officer, for more information or to request a copy of the firm's Code of Ethics.