National Retirement Planning Experts

National Coverage
Local Professionals

MARTIN CAPITAL PARTNERS, LLC

940 Willamette St, Suite 350
The Woolworth Building
Eugene, Oregon 97401
Tel: 541-636-4170

Need a Financial Advisor?
Compare Vetted Advisors

About MARTIN CAPITAL PARTNERS, LLC

MARTIN CAPITAL PARTNERS, LLC, formally registered with the SEC as MARTIN CAPITAL PARTNERS, LLC. The firm was established in 04/20/2010. They have over 2 offices throughout the country.

MARTIN CAPITAL PARTNERS, LLC is a Eugene, Oregon based Financial Planning firm with nearly $332,970,000 assets under management, offering retirement planning & investment advisory services to 670 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#153452
SEC#801-71360
Assets Managed by Firm$332,970,000
No. of Clients670
No. of Advisors4

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total670$332,970,000
Individuals (other than high net worth individuals)113$37,650,000
High net worth individuals40$153,030,000
Pension and profit sharing plansFewer than 5 clients$2,420,000
Charitable organizationsFewer than 5 clients$8,100,000
Other investment advisers11$130,210,000
Corporations or other businessesFewer than 5 clients$1,560,000

More Retirement Planning firms in Eugene, Oregon:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
STANCORP INVESTMENT ADVISERS, INC.
1100 Sw Sixth Avenue, P9
Portland, OR, 97204
$34,385,256,113126310112
GOVERNMENT PORTFOLIO ADVISORS LLC
6650 Sw Redwood Lane, Suite 365
Portland, OR, 97224
$25,897,235,362739
JENSEN INVESTMENT MANAGEMENT INC.
5500 Meadows Road, Suite 200
Lake Oswego, OR, 97035-3623
$13,438,401,05943141
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
888 Sw 5th Ave Ste 1200
Portland, OR, 97204
$8,394,137,837406860
NORTHWEST CAPITAL MANAGEMENT INC.
1 Centerpointe Drive, Suite 115
Lake Oswego, OR, 97035
$6,856,132,947140917

Explore More Retirement Advisors in Eugene, Oregon