Kyle Soucy
Kyle Soucy is a CFP-designated registered investment advisor at Onitus Capital, LLC, based in Newport Beach, CA, with 9 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 59 clients with $9.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Onitus Capital charges a fee based on a percentage of your portfolio for investment management. The maximum annual fee is 1.50%. Fees are negotiable and are deducted from your account quarterly, either in advance or after the quarter. If Onitus Capital uses a third-party money manager, the maximum annual fee will not exceed 2.75%, in addition to any fees assessed by the third-party manager. The maximum combined fee will not exceed 3.00%. Onitus Capital may also recommend Adhesion, a Turnkey Asset Management Program (TAMP), with a maximum combined fee of 1.75%.
Location
2901 West Coast Hwy, Suite 200, Newport Beach, CA, 92663
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kyle is the sole owner, managing member, and chief compliance officer of Onitus Capital, LLC, a registered investment adviser, dedicating nearly full-time hours to this role. He also owns Onitus Insurance Agency, LLC, is a licensed insurance agent selling various fixed insurance products, and is involved in other ventures including rental property management, entertainment, and commercial real estate referrals.
Employment History
Current Registrations
Onitus Capital, LLC
Globalist Capital, LLCBroker
Previous Registrations
Paulson Investment Advisors, LLC
Paulson Investment Company LLCBroker
Northern Lights Distributors, LLCBroker
W.E. Donoghue & CO., LLC
Symmetry Partners
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.