# Martin Capital Partners, LLC

> Martin Capital Partners, LLC is an SEC-registered investment advisory firm in Eugene, OR, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.

- CRD: 153452
- Filed as: MARTIN CAPITAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Eugene, OR
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153452
- AdvisorCensus page: https://advisorcensus.com/firm/martin-capital-partners-llc-eugene-or-153452

## Quick answers

**How is Martin Capital Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Martin Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Martin Capital Partners, LLC located?**
Martin Capital Partners, LLC's principal office is in Eugene, OR, according to its Form ADV.

**Is Martin Capital Partners, LLC registered with the SEC or a state?**
Martin Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 153452.

**How much does Martin Capital Partners, LLC manage?**
Martin Capital Partners, LLC reports $290,481,718 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (100% discretionary).

**How have Martin Capital Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Martin Capital Partners, LLC: Regulatory assets under management: $233,365,103 in the October 2021 data and $290,481,718 in the October 2026 data, up 24%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Martin Capital Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (251); other investment advisers (211); high net worth individuals (35).

**Which custodians does Martin Capital Partners, LLC use?**
Martin Capital Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Martin Capital Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/153452

**What changed in Martin Capital Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $95,931,613 to $290,481,718 (+203%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $290,481,718
- Discretionary: $290,481,718
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 251 | $66,249,579 |
| High net worth individuals | 35 | $129,436,248 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $7,190,788 |
| Charitable organizations | 1 | $26,089 |
| Other investment advisers | 211 | $70,552,634 |
| Corporations or other businesses not listed above | 6 | $17,026,380 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2010 (16 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- martincp.com
- LinkedIn @martin-capital-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $233,365,103 | 3 | March 1, 2021 |
| October 2022 | $272,317,775 | 3 | March 10, 2022 |
| October 2023 | $326,838,652 | 4 | July 17, 2023 |
| October 2024 | $332,970,000 | 4 | March 29, 2024 |
| October 2025 | $95,931,613 | 4 | March 20, 2025 |
| October 2026 | $290,481,718 | 4 | September 9, 2026 |

Regulatory assets under management: $233,365,103 in the October 2021 data and $290,481,718 in the October 2026 data, up 24%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $95,931,613 to $290,481,718 (+203%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Martin Capital Partners, LLC (CRD 153452): Form ADV filing data as of October 2026.