Martin Capital Partners provides portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Martin Capital Partners reports 507 clients. They include 251 individual clients, 211 other investment advisers and 35 high-net-worth individuals. Of its assets, 100.0% ($290M across 507 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $274K.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 50% | 23% |
| High-net-worth individuals | 7% | 45% |
| Pension and profit-sharing plans | <1% | 2% |
| Charitable organizations | <1% | <1% |
| Other investment advisers | 42% | 24% |
| Other client typesCorporations and other businesses | 1% | 6% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 251 | $66.2M | 22.8% | $264K |
| High-net-worth individuals | 35 | $129M | 44.6% | $3.7M |
| Pension and profit-sharing plans | Fewer than 5 | $7.19M | 2.5% | $2.4M |
| Charitable organizations | Fewer than 5 | $26.1K | 0.0% | $26.1K |
| Other investment advisers | 211 | $70.6M | 24.3% | $334K |
| Corporations and other businesses | 6 | $17M | 5.9% | $2.84M |
| Total | 507 | $290M | 100% | — |
- Clients
- 251
- Regulatory AUM
- $66.2M
- AUM share
- 22.8%
- Avg. per client
- $264K
- Clients
- 35
- Regulatory AUM
- $129M
- AUM share
- 44.6%
- Avg. per client
- $3.7M
- Clients
- Fewer than 5
- Regulatory AUM
- $7.19M
- AUM share
- 2.5%
- Avg. per client
- $2.4M
- Clients
- Fewer than 5
- Regulatory AUM
- $26.1K
- AUM share
- 0.0%
- Avg. per client
- $26.1K
- Clients
- 211
- Regulatory AUM
- $70.6M
- AUM share
- 24.3%
- Avg. per client
- $334K
- Clients
- 6
- Regulatory AUM
- $17M
- AUM share
- 5.9%
- Avg. per client
- $2.84M
Total
- Clients
- 507
- Regulatory AUM
- $290M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Martin Capital Partners charges 0.95%–1.24% a year for its Fee Schedule for Assets Under Direct Management. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.24% |
| $1M and above | 0.95% |
Fee details and sources
Cameron Martin owns 50% to 75% of Martin Capital Partners. The leadership team of Martin Capital Partners includes President Cameron Martin and Chief Compliance Officer Reid Weaver. It has 4 employees.
Leadership
- Cameron MartinPresident/Managing Member
- Reid WeaverChief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Ryan Scott Adair
- Cameron King Martin
- Andrew David Papendieck
- Reid Christopher Weaver
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 50% to 75% of Martin Capital Partners, LLC
Cameron Martin
Control person · since March 2010
- Owns 10% to 25% of Martin Capital Partners, LLC
Reid Weaver
Control person · since March 2010
Martin Capital Partners’ regulatory assets grew from $233M (March 2021) to $290M (September 2026); clients rose from 85 to 507 and employees from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $290M | 507 | 4 | 1 |
| March 2025 | $95.9M | 110 | 4 | 2 |
| March 2024 | $333M | 164 | 4 | 2 |
| July 2023 | $327M | 179 | 4 | 2 |
| March 2022 | $272M | 84 | 3 | 1 |
| March 2021 | $233M | 85 | 3 | 1 |
Besides its headquarters, Martin Capital Partners has 0 offices, with 1 listed address in Oregon.
Oregon · 1 listed address
- 940 Willamette St, Suite 350, the Woolworth Building, EugeneHQ
Contact and registration details
- Legal name
- Martin Capital Partners, LLC
- Headquarters
- 940 Willamette St, Suite 350, The Woolworth Building, Eugene, OR 97401
- Website
- martincp.com
- Phone
- 541-636-4170
- @martin-capital-partners-llc
- SEC file
- 801-71360
- Structure
- Oregon LLC
- Fiscal year end
- December
Martin Capital Partners uses Charles Schwab ($249M) as custodian for its separately managed accounts. Martin Capital Partners does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $249M100%
At year end, Martin Capital Partners’ separately managed accounts were mostly in stocks (82%) and cash (18%). Its reported 13F holdings for the quarter ended 30 June 2026 total $272M across 72 positions; the largest are Amgen Inc. (4.1%), Cullen Frost Bankers Inc. (4.0%) and Johnson & Johnson (3.9%).
What the accounts hold
- Stocks82%
- Cash18%
Reported 13F holdings
- $272M
- Reported 13F value
- 72
- Positions
- 35.0%
- In the 10 largest
- +100968.2%
- Value vs. prior quarter
- Amgen Inc.4.1%
- Cullen Frost Bankers Inc.4.0%
- Johnson & Johnson3.9%
- ASML Hldg NV · N Y Registry Shs3.8%
- Cisco Sys Inc.3.7%
- Black Hills Corp.3.4%
- CME Group Inc.3.3%
- Texas Instrs Inc.3.1%
- Chevron Corporation3.0%
- JPMORGAN Chase & CO2.8%
Together, the ten largest are 35.0% of reported value.
How many clients does Martin Capital Partners have?
Martin Capital Partners has 507 clients and manages $290 million for them, as of September 2026. They include 251 individual clients, 211 other investment advisers and 35 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 September 2026
What services does Martin Capital Partners offer?
Martin Capital Partners provides portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Martin Capital Partners charge?
Martin Capital Partners charges 0.95%–1.24% a year for its Fee Schedule for Assets Under Direct Management. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: MARTIN CAPITAL PARTNERS, LLC BROCHURE, filed 9 September 2026
Which custodians does Martin Capital Partners use?
Martin Capital Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $249M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 September 2026
How many financial advisors does Martin Capital Partners have?
Martin Capital Partners has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Martin Capital Partners invest in?
At the end of its last fiscal year, Martin Capital Partners’ separately managed accounts held 82% exchange-traded equities and 18% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Martin Capital Partners?
Martin Capital Partners’ direct owners are Cameron Martin (50% to 75%) and Reid Weaver (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 9 September 2026
How does Martin Capital Partners get paid?
Martin Capital Partners is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Martin Capital Partners?
Martin Capital Partners’ main office is at 940 Willamette St, Suite 350, The Woolworth Building, Eugene, OR 97401. Its phone number is 541-636-4170. Its website is martincp.com.