MARTIN CAPITAL PARTNERS, LLC

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

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 $326,838,652 assets under management, offering retirement planning & investment advisory services to 623 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	153452
SEC#	801-71360
Assets Managed by Firm	$326,838,652
No. of Clients	623
No. of Advisors	4

Fee Structure

A Percentage of AUM

Advisory Services Provided

Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services

Firm Client Information

	No. of Clients	AUM
Firm Total	623	$326,838,652
Individuals (other than high net worth individuals)	123	$40,341,369
High net worth individuals	42	$154,581,812
Pension and profit sharing plans	1	$2,678,892
Charitable organizations	1	$7,327,370
Other investment advisers	11	$120,388,192
Corporations or other businesses	1	$1,521,017

Inquire with MARTIN CAPITAL PARTNERS, LLC

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STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204	$16,214,303,154	116850	82
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,067,305,312	425	37
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$7,145,593,038	3808	55
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$5,476,500,419	995	17

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