Unclaimed Profile

Lon (nmn) Morton

MORTON CAPITAL MANAGEMENT, LLC·CALABASAS, California

Series 22, Series 24, Series 26, Series 62, Series 6329 years registeredMORTON CAPITAL MANAGEMENT, LLC

27200 AGOURA ROAD, SUITE 200, CALABASAS, CA 91301CRD# 1846758Firm CRD# 141250

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lon (nmn) Morton · CALABASAS, CA

Registration

CRD #1846758 · MORTON CAPITAL MANAGEMENT, LLC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MORTON CAPITAL MANAGEMENT, LLC

MORTON CAPITAL MANAGEMENT, LLC

Aug 2006 – Nov 2019

CALABASAS, CA

MORTON MANAGEMENT, INC.

Jul 1997 – Sep 2006

CALABASAS, CA

Registrations & Exams

FINRA examinations passed

Series 22

Series 24

Series 26

Series 62

Series 63

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

1995Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MORTON CAPITAL MANAGEMENT, LLC

CRD 141250 · SEC 801-67025

AUM

$2.6B

Regulatory assets under management

Employees

3,523 client accounts

Services offered by MORTON CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MORTON CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Lon (nmn) Morton offer?

Lon (nmn) Morton specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Lon (nmn) Morton's credentials?

Lon (nmn) Morton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lon (nmn) Morton located?

Lon (nmn) Morton is based in CALABASAS, California, last registered with MORTON CAPITAL MANAGEMENT, LLC.

How does Lon (nmn) Morton charge for services?

Lon (nmn) Morton's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MORTON CAPITAL MANAGEMENT, LLC?

MORTON CAPITAL MANAGEMENT, LLC has approximately 55 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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