Morton Capital Management, LLC

Morton Capital Management, LLC (CRD# 141250) is a financial advisory firm headquartered in Calabasas, CA. They manage $1,638,289,414 in 2,437 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,638
    MILLION
  • Total Number of Accounts
    2,437
    ACCOUNTS
  • Average Account Value
    $672,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, NV, NY, TX, WA

Financial Advisors at Morton Capital Management, LLC
Showing 1 - 10 of 23 top financial advisors.
1
Lynn R. Calvert
CRD#: 5173036
27200 Agoura Road, Suite 200, Calabasas, CA 91301
96
Wealthminder
score

Lynn Calvert (CRD# 5173036) is an Investment Advisor Representative working at Morton Capital Management, LLC in Calabasas, CA and has over 7 years of experience in the finance industry. Lynn Calvert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Celia T. Evereklian
CRD#: 5170623
27200 Agoura Road, Suite 200, Calabasas, CA 91301
96
Wealthminder
score

Celia Evereklian (CRD# 5170623) is an Investment Advisor Representative working at Morton Capital Management, LLC in Calabasas, CA and has over 10 years of experience in the finance industry. Celia Evereklian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jason R. Naiman
CRD#: 344667
27200 Agoura Road, Suite 200, Calabasas, CA 91301
96
Wealthminder
score

Jason Naiman (CRD# 344667) is an Investment Advisor Representative working at Morton Capital Management, LLC in Calabasas, CA and has over 31 years of experience in the finance industry.

4
Joseph A. Seetoo
CRD#: 3226747
27200 Agoura Road, Suite 200, Calabasas, CA 91301
96
Wealthminder
score

Joseph Seetoo (CRD# 3226747) is an Investment Advisor Representative working at Morton Capital Management, LLC in Calabasas, CA and has over 18 years of experience in the finance industry. Joseph Seetoo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Cathy C. Cash
CRD#: 2812913
27200 Agoura Road, Suite 200, Calabasas, CA 91301
93
Wealthminder
score

Cathy Cash (CRD# 2812913) is an Investment Advisor Representative working at Morton Capital Management, LLC in Calabasas, CA and has over 15 years of experience in the finance industry.

6
Sasan Faiz
CRD#: 1964269
27200 Agoura Road, Suite 200, Calabasas, CA 91301
93
Wealthminder
score

Sasan Faiz (CRD# 1964269) is an Investment Advisor Representative working at Morton Capital Management, LLC in Calabasas, CA and has over 15 years of experience in the finance industry.

7
Destiny T. Freeman
CRD#: 6328436
1117 State Street, Suite 7, Santa Barbara, CA 93101
93
Wealthminder
score

Destiny Freeman (CRD# 6328436) is an Investment Advisor Representative working at Morton Capital Management, LLC in Santa Barbara, CA and has over 3 years of experience in the finance industry. Destiny Freeman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Lori D. Gillem
CRD#: 2752332
27200 Agoura Road, Suite 200, Calabasas, CA 91301
93
Wealthminder
score

Lori Gillem (CRD# 2752332) is an Investment Advisor Representative working at Morton Capital Management, LLC in Calabasas, CA and has over 12 years of experience in the finance industry.

9
Paul F. McDonald
CRD#: 2462226
27200 Agoura Road, Suite 200, Calabasas, CA 91301
93
Wealthminder
score

Paul McDonald (CRD# 2462226) is an Investment Advisor Representative working at Morton Capital Management, LLC in Calabasas, CA and has over 24 years of experience in the finance industry.

10
Eric J. Selter
CRD#: 3129445
27200 Agoura Road, Suite 200, Calabasas, CA 91301
93
Wealthminder
score

Eric Selter (CRD# 3129445) is an Investment Advisor Representative working at Morton Capital Management, LLC in Calabasas, CA and has over 19 years of experience in the finance industry.

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