Onitus Capital, LLC • Newport Beach, CA

Kyle Soucy, CFP®

Financial Advisor in Newport Beach, California • Managing Member and Chief Compliance Officer

A CERTIFIED FINANCIAL PLANNER™ professional helping high net worth families, business owners, and institutions build retirement income and evaluate investments beyond the traditional menu.

Schedule a Call (949) 763-4114
Kyle Soucy, CFP®, financial advisor in Newport Beach, California
CFP® CERTIFIED FINANCIAL PLANNER™ professional
Series 7, 63, 65 Plus CA insurance licenses
Alternatives Private equity and venture capital focus
Newport Beach West Coast Hwy office, Orange County
Managing Member Chief Compliance Officer, Onitus Capital

About Kyle

Kyle Soucy brings holistic financial planning to families, business owners, and institutions across Newport Beach and Orange County, pairing traditional portfolio work with deep experience in private markets.

Kyle graduated from the University of Connecticut, where he majored in Economics. That interest in how markets and capital move turned into a career, and he has since worked for a wide array of financial firms specializing in strategic and active asset management as well as privately held investments.

As a Regional Vice President for a Boston based asset management firm, Kyle worked with hundreds of financial advisors, educating them on how to invest client assets around each client's goals. That seat gave him a rare vantage point: he saw the practices of advisors managing well over $100 million, and he learned which habits held up over full market cycles and which did not.

Today, as Managing Member and Chief Compliance Officer of Onitus Capital, LLC, Kyle specializes in alternative investments, including private equity, venture capital, and other non-traditional opportunities. His time in the investment banking industry helps him source and evaluate opportunities for individual and institutional clients. His approach starts with your best interests and the strategy that fits your goals, not a product menu.

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Credentials

Experience You Can Verify

Every credential, license, and role below is a matter of public record. Kyle would rather you check than take his word for it.

Designation

  • CFP®CERTIFIED FINANCIAL PLANNER™ professional, certified by Certified Financial Planner Board of Standards, Inc.

Securities Registrations

  • Series 7General Securities Representative
  • Series 63Uniform Securities Agent State Law
  • Series 65Uniform Investment Adviser Law

Insurance Licenses

  • California Life, Health, and Accident
  • California Property and Casualty

Education and Role

  • University of ConnecticutBachelor's degree, Economics
  • Onitus Capital, LLCManaging Member and Chief Compliance Officer
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Services Kyle Provides

Planning at Onitus Capital is holistic by design. Each of these pieces is built to work with the others, so your portfolio, your tax picture, and your estate plan are not making decisions in separate rooms.

Investment Management

Portfolios built around your goals and time horizon, with ongoing oversight rather than a set-it-and-forget-it allocation.

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Retirement Planning

A written plan for turning what you have saved into income you can count on, with the withdrawal order mapped out.

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Tax Planning Strategies

Coordinating account types, timing, and asset location so more of what your portfolio earns stays with you.

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Estate Planning

Aligning beneficiaries, titling, and trust structures with your intentions, working alongside your attorney and CPA.

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Life Insurance Planning

Reviewing what coverage your family or business actually needs, and whether the policies you already hold still fit.

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Employee Group Benefits

Benefit and retirement plan design for business owners who want to keep good people without overspending.

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Next Step

Start With a Conversation

Bring your questions and your current statements. Kyle will tell you what he sees, where the gaps are, and whether working together makes sense. No pressure, and no obligation to continue.

Schedule a Call with Kyle Email Kyle

Or call the Newport Beach office at (949) 763-4114 • 2901 West Coast Hwy, Suite 200, Newport Beach, CA 92663

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Frequently Asked Questions

What does Kyle Soucy do as a financial advisor in Newport Beach, CA?

Kyle Soucy is a CERTIFIED FINANCIAL PLANNER™ professional and the Managing Member and Chief Compliance Officer of Onitus Capital, LLC in Newport Beach, California. He works with clients on holistic financial planning that covers retirement income, investment management, tax planning strategies, estate planning, and insurance, with a particular focus on alternative investments.

What credentials, licenses, and registrations does Kyle Soucy hold?

Kyle holds the CFP® certification from Certified Financial Planner Board of Standards, Inc. His firm lists the Series 7, Series 63, and Series 65 registrations, along with California Life, Health, and Accident and California Property and Casualty insurance licenses. He earned a bachelor's degree in Economics from the University of Connecticut.

Where is Kyle Soucy's office, and which areas does he serve?

Kyle meets clients at the Onitus Capital office at 2901 West Coast Hwy, Suite 200, Newport Beach, CA 92663. He works with families, business owners, and institutions across Orange County, including Corona del Mar, Newport Coast, Costa Mesa, Irvine, Huntington Beach, Laguna Beach, Dana Point, and Tustin. Video and phone meetings are available.

What kinds of investments does Kyle Soucy specialize in?

Alongside traditional portfolio management, Kyle specializes in alternative investments, including private equity, venture capital, and other non-traditional opportunities. His experience in the investment banking industry helps him evaluate these opportunities. Alternative investments carry added risk and less liquidity than publicly traded holdings, so suitability is reviewed individually before anything is recommended.

Who does Kyle Soucy typically work with?

Kyle works with high net worth families, business owners, and institutional clients who want one coordinated plan instead of a collection of unrelated accounts. Many come to him holding a concentrated position, preparing for a business sale, or looking for exposure to private markets, and they want the investment and tax sides of the decision handled together.

How do I schedule a meeting with Kyle Soucy?

You can book an introductory call through the Onitus Capital scheduling page, call the Newport Beach office at (949) 763-4114, or email ksoucy@onituscapital.com. The first conversation is a straightforward look at where you stand, what you want your money to do, and whether working with Kyle makes sense. There is no obligation to continue.