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Martin Capital Partners, LLC

Martin Capital Partners, LLC. CRD 153452

M

CRD: 153452

Martin Capital Partners, LLC

Eugene, OR, 97401
5416364170
$290.5M Total AUM
$290.5M Disc. AUM
-- 3Y CAGR
4 Employees
507 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Raymond James
Clients
Retail and Institutional
Platforms
OptimaPioneer foundation +more
Established Date
04-20-2010
Office Locations
1

Office Locations

940 Willamette ST, Suite 350 THE Woolworth Building Eugene OR

About Martin Capital Partners, LLC

Martin Capital Partners is an Oregon-based, SEC-registered RIA (founded 2010) focused on managing dividend-oriented portfolios for institutional and private clients. The firm targets consistent absolute returns with mitigated risk and volatility, using a long-term approach centered on reinvested dividends and high-quality companies with durable competitive advantages. Client access is supported via a Tamarac portal and Schwab custody.

Team overview

33 AVG AGE
$72.6M AVG AUM / ADVISOR
$572.9K AVG AUM / CLIENT
6.6 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
16yrs Firm Age

Insights

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Asset Classes

Frontier vertex

Client Personas

North harbor

Custodian

Element legacy Harbor

Investment Vehicles

Peak harbor

Platform

Ember

Services

Harbor Wave harbor Unison

Technology

Pioneer Pioneer pathway Vital

Owner & Executives

C

CAMERON KING MARTIN

Director, Managing Member, President

CRD
#2835578
Ownership
50% but less than 75%
(943) 774-7397
prime.beacon@glaciercapital.com
in linkedin.com/in/radial-insight
REID CHRISTOPHER WEAVER

REID CHRISTOPHER WEAVER

Chief Compliance Officer

CRD
#5777819
Ownership
10% but less than 25%
(905) 288-6326
ember.bridge@beaconcapital.com
in linkedin.com/in/fusion-crest

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Contacts

Ryan Scott Adair

Ryan Scott Adair

Associate

CRD
#7458928
(865) 359-4218
atlas.bridge@summitcapital.com
in linkedin.com/in/insight-horizon
ANDREW DAVID PAPENDIECK

ANDREW DAVID PAPENDIECK

Partner

CRD
#1408187
(910) 444-4446
frontier.capital@insightcapital.com
in linkedin.com/in/delta-focus

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-10-2022
07-17-2023
03-29-2024
08-12-2025
03-19-2026
Category Assets AVG. Account size
Discretionary $290,481,718 $572,942
Non-Discretionary $0 --
Total $290,481,718 $572,942

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Separately Managed Accounts

Total SMA Asset: $290,481,718

$290.5M Total SMA
Equity - Exchange:
71.6%
Cash:
28.4%
Asset class Assets Assets %
Equity - Exchange $6,230,965,611 71.6%
Cash $2,471,500,326 28.4%
Total $8,702,465,937 100.0%

13F Holdings | Q2 2026

Issuer Class Cusip Ticker % Value
HORIZON CATALYST LEGACY VALUE B18ZIZGAY HKIK 11.99% $92,875,387
UNISON QUANTUM FOUNDATION EAGLE R4UCCKUHR ZNTYV 12.33% $93,702,738
QUANTUM SIGNAL WAVE EMBER JQIVOPBMM CON 7.95% $38,905,800
GLACIER ZENITH RIDGE CREST A6N9SJMHG LAGTQ 3.60% $93,367,440
PATHWAY EAGLE ELEMENT SUMMIT VERTEX ZZF9QDCHJ QUE 1.28% $37,433,077
ATLAS FOUNDATION MERIDIAN WAVE GSN1MV5TG GDT 7.77% $26,338,189
VITAL SUMMIT DELTA TIMBER TIMBER OK30PIJFI IYGFL 5.20% $30,152,080
NORTH VECTOR CAPITAL BRIDGE QUANTUM AMIFBLQJG SKGI 8.32% $18,571,162

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