Martin Capital Partners, LLC

CRD#153452
Investment Advisor Firm

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Overview

Martin Capital Partners, LLC is an advisory firm located in Eugene, Oregon. It oversees $272.3 million in assets under management throughout 551 customer accounts, making it a mid-tier investment advisory firm in the United States by assets under management (AUM). Martin Capital Partners, LLC has a small group, including 3 financial advisors. Martin Capital Partners, LLC does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial assets such as options, bonds and stocks.

Martin Capital Partners, LLC oversees all of the company's accounts on a discretionary basis. Discretionary management is a structure in which an investment advisor makes transaction judgments without needing to seek the customer's consent. The investment advisory firm's typical account size is $494,225. The average financial advisor at Martin Capital Partners, LLC administers about 184 client accounts.

The company's central office is at 940 Willamette St, Suite 350, Eugene, Oregon 97401. The firm is allowed to serve investors in the state of Oregon.

Assets Under Management

$272.3 million

Number of Advisors

3

Disclosures

No

Office Location

940 Willamette St, Suite 350
Eugene, OR 97401

Martin Capital Partners, LLC by the Numbers

Total Assets Under Management

$272.3 million

National Average: $9.0 billion
Total Number of Employees

3

National Average: 71,771
Total Number of Accounts

551

National Average: 4,329
Average Account Size

$494.2 thousand

National Average: $2.1 million
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Fee Structure

Financial management fees typically are based on which services the firm provides the client. However, fee types charged by Martin Capital Partners, LLC typically consist of the following fee structures: asset-based. The company does participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.

Available

  • Offered by 70% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 26% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 33% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 10% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The company works with a number of different investors. The company provides services to retail investors, high net worth investors, pension plans, charitable organizations, other investment advisers and corporations. Out of its 551 clients, Martin Capital Partners, LLC's biggest client type is retail investors, though it also caters to 23 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients are represented by people from outside of the U.S.

  • High-Net-Worth Individuals* - 31.94%
  • Other Individuals - 63.89%
  • Corporations - 2.78%
  • Charitable Organizations - 1.39%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Martin Capital Partners, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Martin Capital Partners, LLC

Ryan Adair
Eugene, OR
Cameron Martin
Eugene, OR
Reid Weaver
Eugene, OR

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