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 an SEC-registered institutional RIA formed in 2010 and organized as an LLC with individual ownership. The firm provides fee-based portfolio management for individuals, small businesses, and institutional or business clients, and also offers pension consulting services. Its advisory model is percentage-of-AUM based. Regulatory and firm profile fields indicate Martin Capital Partners does not market itself as an active ESG investor, is not a multi-state adviser, and is not structured as a capital allocator to outside managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
Contacts
3 of 4
Cameron Martin
PresidentCRD 2835578
Andrew Papendieck
Client Portfolio ManagerCRD 1408187
Reid Weaver
Portfolio ManagerCRD 5777819
Wealth 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 | 176,928 | 19.40% |
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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