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MARTIN CAPITAL PARTNERS, LLC

CRD 153452File 801-71360
APPROVED
Retail clients
Filing as of Mar 19, 2026
Feed vintage Aug 17, 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

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 typeClientsAUM
Other6$17.0M
Charitable organizationsFewer than 5$26K
Other investment advisers211$70.6M
High net worth individuals35$129.4M
Pension and profit sharing plansFewer than 5$7.2M
Individuals (other than high net worth individuals)251$66.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.