Martin Capital Partners, LLC
Firm details
- Headquarters
- Eugene, Oregon
- CRD number
- 153452
- Registered since
- April 20, 2010
- Website
- www.martincp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI44.56%
- Other Investment Advisers24.29%
- Individuals22.81%
- Corporations / Businesses5.86%
- Pension & Profit Sharing Plans2.48%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Martin Capital Partners, LLC is a privately held limited liability company that operates as an SEC-registered investment adviser (registered in 2010). The firm is owner-operated and positions itself as an institutional RIA while serving both individual/family and institutional clients. Its fee model is a percentage of assets under management and its advisory work centers on portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Filings indicate a clear equity preference and the firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- Cash & Cash Equivalents18%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$27.4M in ETFs
99%
$27M
2%
$411K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF (SPSB) | State Street | Passive | Short Term Bond | $5.3M | 180,257 | 19.47% |
Location
Eugene, OR
Lane
Location
Eugene, OR
Headquartered in Eugene, OR, in the West of the United States.
- Region
- West
- County
- Lane
- Address
- 940 Willamette St
- Time zone
- PT (UTC-8)
- Office locations
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