Morton Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, educational seminars, business succession planning, estate planning, insurance, and tax planning. Financial planning was provided to 51–100 clients last fiscal year. The firm advises 1 private fund.
Morton Capital Management reports 1,279 clients. They include 724 high-net-worth individuals, 491 individual clients, and 31 pension and profit-sharing plans. Of its assets, 98.9% ($3.43B across 3,719 accounts) are managed with discretion; $36.6M across 16 accounts are not. It advised 14 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 38% | 13% |
| High-net-worth individuals | 57% | 79% |
| Pooled investment vehicles | <1% | <1% |
| Pension and profit-sharing plans | 2% | 4% |
| Charitable organizations | <1% | 1% |
| Other client typesCorporations and other businesses | 2% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 491 | $453M | 13.1% | $922K |
| High-net-worth individuals | 724 | $2.73B | 78.8% | $3.77M |
| Pooled investment vehicles | 1 | $7M | 0.2% | $7M |
| Pension and profit-sharing plans | 31 | $133M | 3.8% | $4.28M |
| Charitable organizations | 12 | $36.6M | 1.1% | $3.05M |
| Corporations and other businesses | 20 | $104M | 3.0% | $5.21M |
| Total | 1,279 | $3.47B | 100% | $2.71M |
- Clients
- 491
- Regulatory AUM
- $453M
- AUM share
- 13.1%
- Avg. per client
- $922K
- Clients
- 724
- Regulatory AUM
- $2.73B
- AUM share
- 78.8%
- Avg. per client
- $3.77M
- Clients
- 1
- Regulatory AUM
- $7M
- AUM share
- 0.2%
- Avg. per client
- $7M
- Clients
- 31
- Regulatory AUM
- $133M
- AUM share
- 3.8%
- Avg. per client
- $4.28M
- Clients
- 12
- Regulatory AUM
- $36.6M
- AUM share
- 1.1%
- Avg. per client
- $3.05M
- Clients
- 20
- Regulatory AUM
- $104M
- AUM share
- 3.0%
- Avg. per client
- $5.21M
Total
- Clients
- 1,279
- Regulatory AUM
- $3.47B
- AUM share
- 100%
- Avg. per client
- $2.71M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 14
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 51–100
Morton Capital Management charges 0.50%–1.00% a year for its Investment Advisory Service Fees. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $15,000 annual minimum. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$5M | 1.00% |
| $5M and above | 0.50% |
Fee details and sources
Other fees
- Modearn Offering
- Modearn, which combines financial planning with investment advisory services, is a fixed fee of $6,000 to $15,000 a year.
- Stand-Alone Financial Planning
- Stand-alone financial plans are a fixed fee of $6,000 to $15,000, or $350 an hour, depending on scope.
Meghan Pinchuk owns 25% to 50% of Morton Capital Management. The leadership team of Morton Capital Management includes President Joseph Seetoo, Chief Investment Officer Meghan Pinchuk and Chief Operating Officer Stacey McKinnon. It has 58 employees, 25 of them in advisory roles.
Staff
- 58 employees
- 25 in advisory functions
- 30 state-registered reps
- 1 soliciting firm
- Owns 25% to 50% of Morton Capital Management, LLC
Meghan Pinchuk
Control person · since October 2013
- Owns 25% to 50% of Morton Capital Management, LLC
The Sarti Trust
Control person · since October 2013
Sara Sarti
Trustee · Control person · since October 2013
- Owns 10% to 25% of Morton Capital Management, LLC
Eric and Lynn Selter Family Trust
Control person · since October 2013
Lynn Selter
Trustee · Control person · since October 2013
- Owns 10% to 25% of Morton Capital Management, LLC
C-II Trust
since April 2016
Jennifer Seetoo
Trustee · since April 2016
- Owns 5% to 10% of Morton Capital Management, LLC
Morton Family Trust
since October 2013
Roxanna Morton
Trustee · since October 2013
- Owns 5% to 10% of Morton Capital Management, LLC
Stacey McKinnon
Control person · since December 2017
Morton Capital Management’s regulatory assets grew 1.6× from $2.21B (June 2021) to $3.47B (May 2026); clients rose from 1,011 to 1,279 and employees from 47 to 58.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $3.47B | 1,279 | 58 | 1 |
| May 2025May 2025 | $2.96B | 1,182 | 57 | 1 |
| May 2024May 2024 | $2.65B | 1,137 | 55 | 1 |
| May 2023May 2023 | $2.38B | 1,109 | 53 | 1 |
| Mar 2022March 2022 | $2.42B | 1,067 | 56 | 2 |
| Jun 2021June 2021 | $2.21B | 1,011 | 47 | 2 |
Besides its headquarters, Morton Capital Management has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 27200 Agoura Road, Suite 200, CalabasasHQ
Other business names
Morton Capital Management has reported 2 other business names to the SEC.
- Morton Core Services
- Morton Wealth
Contact and registration details
- Legal name
- Morton Capital Management, LLC
- Headquarters
- 27200 Agoura Road, Suite 200, Calabasas, CA 91301
- Website
- mortonwealth.com
- Phone
- 818-222-4727
- @mortonwealth
- SEC file
- 801-67025
- Founded
- 1981
- Structure
- California LLC
- Fiscal year end
- December
Morton Capital Management’s named custodians for separately managed accounts are Charles Schwab ($1.58B, 56%) and Fidelity ($1.23B, 44%). Morton Capital Management has custody of $1.91B for 832 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.58B56%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $1.23B44%
At year end, Morton Capital Management’s separately managed accounts were mostly in funds (92%). Its reported 13F holdings for the quarter ended 30 June 2026 total $731M across 160 positions; the largest are Vaneck Merk Gold ETF (18.6%), Dimensional ETF Trust (12.4%) and Wisdomtree TR (12.0%).
What the accounts hold
- Stocks4%
- Funds92%
- Registered funds67%
- Pooled vehicles25%
- Cash4%
How many clients does Morton Capital Management have?
Morton Capital Management has 1,279 clients and manages $3.47 billion for them, as of May 2026. They include 724 high-net-worth individuals, 491 individual clients, and 31 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 May 2026
What services does Morton Capital Management offer?
Morton Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, educational seminars, business succession planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Morton Capital Management charge?
Morton Capital Management charges 0.50%–1.00% a year for its Investment Advisory Service Fees. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $15,000 annual minimum.
Source: MORTON CAPITAL BROCHURE MAY 2020, filed 25 March 2026
Which custodians does Morton Capital Management use?
Morton Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.58B and Fidelity Brokerage Services LLC (Smithfield, RI), with $1.23B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 May 2026
How many financial advisors does Morton Capital Management have?
Morton Capital Management has 30 investment adviser representatives registered with state securities authorities, out of 58 employees, and 25 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Morton Capital Management invest in?
At the end of its last fiscal year, Morton Capital Management’s separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 25% pooled vehicles (private funds and similar), 4% exchange-traded equities and 4% cash and equivalents. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Morton Capital Management?
Morton Capital Management’s direct owners are Meghan Pinchuk, Eric and Lynn Selter Family Trust, Morton Family Trust, the Sarti Trust, C-II Trust, and Stacey McKinnon, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 5 May 2026
How does Morton Capital Management get paid?
Morton Capital Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Morton Capital Management?
Morton Capital Management’s main office is at 27200 Agoura Road, Suite 200, Calabasas, CA 91301. Its phone number is 818-222-4727. Its website is mortonwealth.com.