$9.6M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
1 Employees
62 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Horizon frontierPathway bridge +more
- Established Date
- 06-01-2022
- Office Locations
- 2
Office Locations
1990 N California Blvd 8TH Floor Walnut Creek CA
2901 West Coast HWY Suite 200 Newport Beach CA
About Onitus Capital, LLC
Onitus Capital, LLC is a Newport Beach, CA RIA providing financial planning and portfolio management focused on retirement strategy, estate/legacy planning, and insurance (including employee group benefits). The team cites 100+ years of collective experience and has extensive experience managing high-net-worth portfolios, with client accounts invested primarily in ETFs and public funds.
Team overview
40 AVG AGE
$9.6M AVG AUM / ADVISOR
$155.5K AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Accredited Investors
Wave
Asset Classes
Pathway delta Element Eagle Pathway fusion Element Meridian Glacier Wave Signal
Client Personas
Pioneer ridge Foundation timber Eagle quantum
Custodian
Horizon vertex Horizon Unison frontier Legacy summit Insight prime
Investment Themes
Foundation Zenith pioneer Glacier vital Fusion Frontier
Investment Vehicles
Focus legacy Fusion matrix Insight Optima timber
Platform
Oak north
Services
Radial Summit insight Catalyst Frontier north Timber Eagle Momentum north Element summit Wave Pioneer Prime quantum Alpha prime
Technology
Beacon eagle Fusion vertex Vertex insight Optima zenith
Owner & Executives
Kyle Patrick Soucy
Chief Compliance Officer, Managing Member
- CRD
- #6562464
- Ownership
- Less than 5%
(898) 884-9999
north.frontier@eaglecapital.com
in linkedin.com/in/timber-delta
Showing 1 of 1 owners & executives
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EDWARD LAMONT THOMAS
--
- CRD
- #2546606
(256) 391-7302
atlas.quantum@timbercapital.com
in linkedin.com/in/fusion-legacy
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,953,924 | $48,000 |
| Non-Discretionary | $3,687,985 | -- |
| Total | $9,641,909 | $48,000 |
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Separately Managed Accounts
Total SMA Asset: $9,641,909
Equity - Exchange:
51.3% Public Funds:
15.6% Cash:
33.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,999,169,501 | 51.3% |
| Public Funds | $607,934,585 | 15.6% |
| Cash | $1,289,912,485 | 33.1% |
| Total | $3,897,016,571 | 100.0% |