Morton Capital Management
Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated March 9, 2026.
Award-winning wealth management in the San Fernando Valley
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Claim This Profile →About Morton Capital Management
Morton Capital Management is a Calabasas, CA fee-only RIA known for award-winning client service and comprehensive financial planning, investment management, and tax services for high-net-worth families.
Services & Specialties
Services
Financial Advisor Specialties
Frequently Asked Questions
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Clean Record
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Pricing
Fee-Only (AUM)
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