SourcingSourcing

MARTIN CAPITAL PARTNERS, LLC

C40
CRD 153452·SEC 801-71360·EUGENE, OR
AUM
$290.5M
$100M-$500M
Est. Revenue
$2.9M
@ 1% on AUM
Est. EBITDA
$871K
@ 30% margin
Est. Deal Value
$7.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MARTIN CAPITAL PARTNERS, LLC
CRD
153452
SEC file #
801-71360
EIN
272233908
DBA names
—

Economics

AUM
$290.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$165.5M → $290.5M▲ +76%
Client mix
Individuals Other251
Other Investment Advisers211
Individuals High Net Worth35
Corporations6
Pension Profit Sharing Plans3

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
3 advisors → 4 advisors▲ +33%
Primary office
EUGENE OR
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
martincp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MARTIN, CAMERON, KING
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MARTIN, CAMERON, KING
WEAVER, REID, CHRISTOPHER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MARTINCP.COM
Rdap Domain Creation Date
2010-02-19T15:29:24Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
Wix.com Ltd.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
20,339
Form 5500 Compensation Trajectory 3y
202520,339
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
20,339
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001731216
Edgar Registered
Yes
Edgar Filing Count
35
Edgar First Filing Date
2018-02-13
Edgar Last Filing Date
2026-04-07
Edgar 13f Count
34
Edgar 13f Latest AUM Estimate
Filing Date2026-04-07
Accession0001731216-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Morgan Stanley2
Edgar Addresses
Mailing
940 WILLAMETTE STREETSUITE 350EUGENE, OR 97401
Business
940 WILLAMETTE STREETSUITE 350EUGENE, OR 97401
Edgar EIN
272233908
Edgar Recent Filings
13F-HR2026-04-07 · 0001731216-26-000002
13F-HR2026-01-06 · 0001731216-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-02-19T15:29:24Z
Rdap Domain Last Changed
2024-06-10T03:11:19Z
Rdap Nameservers
Ns12.wixdns.netNs13.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2835578
Trust Company Affiliate
No

People (4)

4
MARTIN, CAMERON, KING
IAR · Direct Owner · 62.5%
2835578
WEAVER, REID, CHRISTOPHER
IAR · Direct Owner · 17.5%
5777819
Ryan Scott Adair
IAR
7458928
ANDREW DAVID PAPENDIECK
IAR
1408187