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MARTIN CAPITAL PARTNERS, LLC
CRD 153452File 801-71360
APPROVED
Retail clients
Filing as of Sep 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$290.5M
Below cohort median (national)
Discretionary AUM
$290.5M
Clients
507
507 accounts
Employees
4
Below cohort median in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 20, 2010
- Principal office
- 940 WILLAMETTE ST, SUITE 350, THE WOOLWORTH BUILDING, EUGENE, OR, 97401
- Phone
- 541-636-4170
- Website
- HTTP://WWW.MARTINCP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $290.5M
- Discretionary AUM
- $290.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 507
- Non-discretionary accounts
- 0
- Total accounts
- 507
- AUM per client
- $573K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $17.0M |
| Charitable organizations | Fewer than 5 | $26K |
| Other investment advisers | 211 | $70.6M |
| High net worth individuals | 35 | $129.4M |
| Pension and profit sharing plans | Fewer than 5 | $7.2M |
| Individuals (other than high net worth individuals) | 251 | $66.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 110 | 507 | increased by397 |
| Apr 1, 2026 | AUM | $95,931,613 | $290,481,718 | increased by$194,550,105 |
| Apr 1, 2026 | Accounts | 251 | 507 | increased by256 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 4 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 84 | 110 | increased by26 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $272,317,775 | $95,931,613 | decreased by$176,386,162 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 551 | 251 | decreased by300 |
| Apr 1, 2022 | Clients | 85 | 84 | decreased by1 |
| Apr 1, 2022 | AUM | $233,365,103 | $272,317,775 | increased by$38,952,672 |
| Apr 1, 2022 | Accounts | 537 | 551 | increased by14 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MARTIN CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MARTIN CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.