Martin Capital Partners, LLC

RIASEC RegisteredEst. 2010
Total AUM
$290M
Discretionary
$290M
100% of AUM
Avg account
$573K
Accounts
507
Employees
4
Advisory reps
4

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

FINTRX

Overview

Martin Capital Partners, LLC is an SEC-registered institutional RIA organized as an LLC and operating since 2010. The firm serves both individual/family and institutional clients and charges fees as a percentage of assets under management. Core advisory activities listed include portfolio management for individuals/small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm is not identified as an active ESG investor and is described as an adviser with an individual owner type.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 82%, Cash & Cash Equivalents 18%82%
  • Exchange Traded Equities82%
  • Cash & Cash Equivalents18%

Contacts

3 of 4
  • Reid Weaver

    Reid Weaver

    Portfolio ManagerCRD 5777819

  • Cameron Martin

    Cameron Martin

    PresidentCRD 2835578

  • Andrew Papendieck

    Andrew Papendieck

    Client Portfolio ManagerCRD 1408187

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 18

Active vs passive

$27.4M in ETFs

Passive

99%

$27M

Active

2%

$411K

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF (SPSB)State StreetPassiveShort Term Bond$5.3M176,92819.40%
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Location

Primary office

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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