Morton Capital Management, Llc
- Regulatory AUM
- $3.5B
- Discretionary
- $3.4B
- Clients
- 1,279
- Avg AUM / client
- $2.7M
- Accounts
- 3,735
- Employees
- 58
AUM over time
Annual snapshots from Form ADV filings · as of May 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 491 | $453M | 13.1% |
| High net worth individuals | 724 | $2.7B | 78.8% |
| Pooled investment vehicles (non-investment companies) | 1 | $7.0M | 0.2% |
| Pension and profit sharing plans | 31 | $133M | 3.83% |
| Charitable organizations | 12 | $36.6M | 1.06% |
| Corporations and other businesses | 20 | $104M | 3.01% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $8.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Rbe Capital Partners Fund Lp | Securitized Asset Fund | California | $8.3M | 95 |
| M83 Income Fund Llc | Other Private Fund | Delaware | $0 | 0 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Loma Linda University Faculty Medical Group Multiple Employer Retirement Plan Loma Linda University Faculty Medical Group | 2024 |
People (34)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric Jay Selter | Executive Vice President & Manager | Jul 2006 (20y) | Less than 5% | |
| Joseph Alan Seetoo | Wealth Advisor, Senior Vice President | CFP CFA | Oct 2007 (19y) | Less than 5% |
| Meghan Hillary Pinchuk | Chief Investment Officer & Manager | CFP CFA | May 2009 (17y) | 25% – 50% |
| Jeffrey Sarti | Ceo & Manager | CFA | Oct 2011 (15y) | Less than 5% |
| Morton, Roxanna, Faye | Trustee | Oct 2013 (13y) | Less than 5% | |
| Sarti, Sara, Minkyung | Trustee The Sarti Trust | Oct 2013 (13y) | Less than 5% | |
| Selter, Lynn, Marie | Trustee | Oct 2013 (13y) | Less than 5% | |
| Stacey Lynn Mckinnon | Chief Operating Officer | Sep 2015 (11y) | 5% – 10% | |
| Seetoo, Jennifer, Louise | Trustee The C Ii Trust | Apr 2016 (10y) | Less than 5% | |
| Striks, Menachem | Chief Compliance Officer | Oct 2020 (6y) | Less than 5% | |
| Priscilla Ann Brehm | Registered representative | Chartered Financial Consultant | Aug 2006 (20y) | |
| Kevin Gregory Rex | Registered representative | Sep 2015 (11y) | ||
| Bruce Lawrence Tyson | Registered representative | Feb 2016 (10y) | ||
| Brittany Yudkowsky | Registered representative | CFP | Mar 2017 (9y) | |
| Christopher Michael Galeski | Registered representative | Apr 2018 (8y) | ||
| Michael Rudow | Registered representative | May 2021 (5y) | ||
| Austin Overholt | Registered representative | Jun 2021 (5y) | ||
| Nadya Mets | Registered representative | CFA | Mar 2022 (4y) | |
| Patrice G Bening | Registered representative | CFP | May 2022 (4y) | |
| Beau Thomas Wirick | Registered representative | Jan 2023 (4y) | ||
| Nicholas Valaika | Registered representative | CFP | Oct 2024 (2y) | |
| Elias Franchesco Vera | Registered representative | CFP CFA | Nov 2024 (2y) | |
| Morgan Jul | Registered representative | Dec 2024 (2y) | ||
| Jennifer Marie Caruso | Registered representative | Jan 2025 (2y) | ||
| Sophie Christine Jacqueline Leahy | Registered representative | CFP | Mar 2025 (1y) | |
| Ian Rennick | Registered representative | Jul 2025 (1y) | ||
| Sasan Faiz | Registered representative | Aug 2025 (1y) | ||
| Bryan Vito Phelan | Registered representative | Sep 2025 (1y) | ||
| Thomas Patrick Mooney | Registered representative | CFP | Nov 2025 (1y) | |
| Michael Brian Privett | Registered representative | Chartered Financial Consultant | Jan 2026 (1y) | |
| Kristin Dillon | Registered representative | CFP | Jan 2026 (1y) | |
| Diego Guerrero | Registered representative | Jun 2026 (0y) | ||
| Conner Hufnagel | Registered representative | Jun 2026 (0y) | ||
| Carlos Alejandro Salcedo | Registered representative | CFA | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Sarti Trust | Owner | Oct 2013 | A | 25% – 50% |
| Eric And Lynn Selter Family Trust | Owner | Oct 2013 | A | 10% – 25% |
| Morton Family Trust | Owner | Oct 2013 | A | 5% – 10% |
| C Ii Trust | Owner | Apr 2016 | A | 5% – 10% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $8.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Rbe Capital Partners Fund Lp | Securitized Asset Fund | $8.3M | $50.0K | 95 |
| M83 Income Fund Llc | Other Private Fund | $0 | $50.0K | 0 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Loma Linda University Faculty Medical Group Multiple Employer Retirement Plan | Loma Linda University Faculty Medical Group | 3,932 | $700M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/05/2026 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $1.6B (46% of AUM) May 2026
- Fidelity Brokerage Services $1.2B (36% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 05, 2026.
View current Form ADV (SEC/IAPD) ↗