Martin Capital Partners, LLC logo

Martin Capital Partners, LLC

Updated today

Client AUM

$195,685,827

Clients

286

Advisors

4

of 4 employees

About

Martin Capital Partners provides discretionary portfolio management to individuals, high‑net‑worth clients, trusts, corporations, pension and profit‑sharing plans, charitable organizations, and other registered investment advisers. The firm states it tailors advice to client objectives and may accept both discretionary and non‑discretionary engagements, including direct accounts and accounts managed under agreements with other advisers.

MCP’s investment approach emphasizes bottom‑up fundamental analysis with a focus on high‑quality, dividend‑paying companies that exhibit durable dividend cultures and attractive dividend growth, with fixed‑income allocations used as appropriate to client objectives (Growth, Balanced, Income). Portfolios are constructed around dividend sustainability metrics, cash flow strength and competitive advantages, and are managed under ongoing advisory authority consistent with client suitability.

Compared with many peers, MCP explicitly offers sub‑advisory services to other investment advisers and participates in wrap programs, noting that some wrap accounts are managed alongside direct accounts and that the firm receives a portion of wrap fees; the firm also reports that its assets under management include sub‑advised and wrap program assets. MCP provides written, detailed quarterly reports on representative investments, uses formal trade‑rotation and aggregation policies to allocate trades across client types, and employs electronic proxy‑voting and class‑action filing services as part of its operational procedures.

Client services

Portfolio management Pension consulting

Expertise

Wealth management Passive / index investing

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Fee options

Percentage

$0 - $1,000,000: 1.24% $1,000,001+: 0.95%

Other

Account minimum: $1,000,000

Main office

940 Willamette St, Suite 350, The Woolworth Building

Eugene OR 97401

Advisors at this office

4

Most active in

Arizona · California · Oregon · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Cameron M

Series 63, Series 65

Eugene, OR

Martin Capital Partners, LLC

Cameron Martin is a financial advisor with Martin Capital Partners, LLC in Eugene, OR, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has been with Martin Capital Partners since 2010 and previously worked at WCM Investment Management, LLC. Cameron also serves as the Chief Investment Officer for Martin Capital Partners, which is scheduled to dissolve at the end of 2024. Martin Capital Partners provides discretionary portfolio management to individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, charitable organizations, and other registered investment advisers. The firm’s investment approach emphasizes bottom-up fundamental analysis of high-quality, dividend-paying companies with durable dividend cultures, and it offers both direct and sub-advisory services.

Wealth management Passive / index investing
user avatar

Andrew P

Series 63, Series 65

Eugene, OR

Martin Capital Partners, LLC

Andrew Papendieck is a financial advisor at Martin Capital Partners, LLC with 29 years of industry experience. He has previously worked at WCM Investment Management, Sheppard Wealth Management, and operated The Papendieck Group. Outside of his advisory role, he serves as a board member for Thrive Housing Network, an organization providing supportive services and housing to families affected by incarceration. Martin Capital Partners provides discretionary portfolio management to individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, charitable organizations, and other registered investment advisers. The firm emphasizes bottom-up fundamental analysis focused on high-quality, dividend-paying companies and offers both direct and sub-advisory services tailored to client objectives.

Wealth management Passive / index investing
user avatar

Reid W

CFA®, Series 65

Eugene, OR

Martin Capital Partners, LLC

Reid Weaver is a CFA® charterholder with 15 years of industry experience currently serving at Martin Capital Partners, LLC, where he has worked since 2010. He previously worked at WCM Investment Management, LLC for two years. Reid also serves as the Chief Compliance Officer for Martin Capital Partners, a role distinct from his advisory duties. Martin Capital Partners provides discretionary portfolio management to individuals, high-net-worth clients, trusts, corporations, pension plans, charitable organizations, and other registered investment advisers. The firm’s approach centers on bottom-up fundamental analysis with an emphasis on high-quality, dividend-paying companies and utilizes fixed-income allocations tailored to client objectives.

Wealth management Passive / index investing
user avatar

Ryan A

Series 65

Eugene, OR

Martin Capital Partners, LLC

Ryan Adair is a financial advisor with Martin Capital Partners, LLC, holding a Series 65 designation and four years of industry experience. His work history includes roles at WCM Investment Management, U.S. Bank, and Dutch Bros Coffee. He also serves as the Operations Manager for Martin Capital Partners, LLC, which is scheduled to dissolve at the end of 2024. Martin Capital Partners provides discretionary portfolio management to a range of clients, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm’s investment approach focuses on bottom-up fundamental analysis of high-quality, dividend-paying companies and incorporates fixed-income allocations aligned with client objectives.

Wealth management Passive / index investing
View complete list of advisors at this firm
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