Data / Investment advisers / Oregon / Martin Capital Partners, LLC
Martin Capital Partners, LLC, Eugene, OR: $290 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Martin Capital Partners, LLC is an SEC registered investment adviser with its main office in Eugene, Oregon and reports $290 million in regulatory assets under management in its Form ADV filed September 9, 2026. Its clients include high net worth individuals, other investment advisers and individuals. It is paid through a percentage of assets under management.
The request: Watch Martin Capital Partners, LLC (CRD number 153452): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 153452
- SEC file number
- 801-71360
- SEC status
- Approved, effective April 20, 2010
- Main office
- 940 Willamette St, Suite 350 the Woolworth Building, Eugene, OR 97401
- Phone
- (541) 636-4170
- Website
- martincp.com
- Regulatory AUM
- $290,481,718 in the Form ADV filed September 9, 2026
- Discretionary AUM
- $290,481,718
- Accounts
- 507
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 35 | $129.4 million |
| Other investment advisers | 211 | $70.6 million |
| Individuals (other than high net worth individuals) | 251 | $66.2 million |
| Corporations or other businesses | 6 | $17 million |
| Pension and profit sharing plans | 3 | $7.2 million |
| Charitable organizations | 1 | $26,089 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $290.5 million | March 19, 2026 |
| December 1, 2025 | $95.9 million | August 12, 2025 |
Other advisers in Oregon
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| 4:8 Financial | Canby | $338.3 million | Not listed | adviserinfo.sec.gov |
| Tru Independence Asset Management, LLC | Portland | $336.9 million | Not listed | adviserinfo.sec.gov |
| Fidelis IM | Medford | $306.1 million | Not listed | adviserinfo.sec.gov |
| Integrity Wealth LLC | Eugene | $304.8 million | Not listed | adviserinfo.sec.gov |
| Stangier Wealth Management | Clackamas | $300.4 million | Not listed | adviserinfo.sec.gov |
| Physician Family Financial Advisors Inc | Beaverton | $284.9 million | Not listed | adviserinfo.sec.gov |
| Capital Financial Planners | Salem | $284.8 million | Not listed | adviserinfo.sec.gov |
| Vergepointe Wealth Management, LLC | Lake Oswego | $283.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Oregon
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving other investment advisers
- Martin Capital Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.