Bank / Wealth / TrustRIA · CRD 321632SEC-Registered

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Onitus Capital

Onitus Capital was established in 2022 by Kevin Soucy, who serves as Managing Member and Chief Compliance Officer from the firm's office on West Coast Highway...

Onitus Capital logo

Onitus Capital

Onitus Capital was established in 2022 by Kevin Soucy, who serves as Managing Member and Chief Compliance Officer from the firm's office on West Coast Highway in Newport Beach, California. The practice was built to deliver financial planning, investment management, and insurance services to individuals, high-net-worth families, and business entities. The firm positions itself as a fiduciary advisor. The firm's strategy revolves around wealth preservation and retirement readiness, structuring client portfolios across traditional asset classes. Service lines include retirement planning, life insurance placement, estate and tax planning, Social Security optimization, and capital-gains management. Onitus also administers group benefits and company retirement plans for employers — extending its reach into the small- and mid-sized corporate market. The firm does not publicly disclose specific portfolio holdings, asset-allocation models, or external fund commitments. Kevin Soucy is the sole named principal, and the firm has not published details on additional investment professionals, advisory headcount or total client assets. Onitus operates a single office in Newport Beach and lists no adjacent vehicles, philanthropic foundations, or real-asset arms. The website emphasizes accessibility — appointment-based weekend hours, a direct phone line, and email contact — reflecting a practice designed around direct client relationships rather than institutional scale. Onitus distinguishes itself through a structure that is rare among the family offices and allocators that populate the Altss universe: it is a strictly retail-facing RIA with no disclosed institutional LP base, no alternative-asset programs, and no direct-investment mandate. The firm is a pure-play wealth-management shop, competing locally on fiduciary duty and breadth of household-level services rather than on sourcing proprietary deal flow or syndicating co-investments.

General information

Firm type

Bank / Wealth / Trust

Year founded

2022

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Newport Beach

Corporate office

2901 West Coast Hwy Suite 200, Newport Beach, CA 92663, United States

Principals

Kevin Soucy

Managing Member & Chief Compliance Officer / Principal

Sector focus

Wealth ManagementRetirementEstate PlanningTax PlanningInsurance

Frequently asked questions

Who runs investment decisions at Onitus Capital?

Kevin Soucy, listed as Managing Member and Chief Compliance Officer, is the sole named principal on the firm's website. Onitus has not disclosed whether additional portfolio managers or an investment committee are involved. All contact and compliance lines lead to Soucy personally, indicating a single-advisor structure.

How does Onitus Capital source its clients?

Onitus does not describe a dedicated sourcing model or institutional channel. The practice appears to rely on local Newport Beach referrals and direct outreach, advertising weekend appointments and a direct phone line. The absence of a LinkedIn presence or published thought-leadership content suggests a relationship-driven, community-based client acquisition approach.

Is Onitus Capital structured as a single-family office?

No. Onitus is a registered investment adviser (RIA) serving multiple external clients — individuals, high-net-worth households, and businesses. It does not manage a single family's wealth and lacks the structural hallmarks of a single-family office, such as a dedicated family council, concierge services, or a unified balance sheet.

Does Onitus Capital participate in private-market or venture deals?

There is no public evidence that Onitus makes direct private-market investments, venture allocations, or fund commitments. The firm's stated service menu covers retirement plans, insurance, estate planning, and public-market portfolio management. No portfolio companies, co-investments, or alternative-asset programs are disclosed.

What investment stages or asset classes does Onitus Capital focus on?

Onitus operates across traditional liquid asset classes within individually managed accounts. Retirement planning, tax-aware investing, and insurance integration form the core, rather than a stage-based strategy. The firm has not published a target allocation to private equity, venture, real estate, or credit.

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