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MARTIN CAPITAL PARTNERS, LLC
CRD 153452 · SEC 801-71360
940 WILLAMETTE ST, SUITE 350, THE WOOLWORTH BUILDING, EUGENE, OR, 97401, United States
Phone
541-636-4170
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$290.5M
Discretionary AUM
$290.5M
Team
4 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 251 | $66.2M |
| High net worth individuals | 35 | $129.4M |
| Pension/profit sharing plans | 3 | $7.2M |
| Charitable organizations | 1 | $26K |
| Other investment advisers | 211 | $70.6M |
| Corporations/business entities | 6 | $17.0M |
States served
AZ, CA, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD