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| Martin Capital Partners LLC
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|
|
|---|---|
| CRD # | 153452 |
| SEC # | 801-71360 |
| CIK # | 0001731216 |
| AUM | $326.8 MM (2023-03-28) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 541-636-4170 |
| Address | 940 Willamette St, Suite 350 Eugene, OR 97401 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| UL | 115,645.2 | 0.0 | |
| JPM | 340,169.2 | 0.0 | |
| TXN | 142,156.2 | 0.0 | |
| MRK | 232,371.9 | 0.0 | |
| VZ | 211,914.0 | 0.0 | |
| JNJ | 465,600.2 | 0.0 | |
| CSCO | 178,309.9 | 0.0 | |
| GD | 61,231.2 | 0.0 | |
| AMGN | 130,083.0 | 0.0 | |
| MSFT | 1,918,222.4 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 123 | 40.3 |
| (b) Individuals (high net worth individuals) | 42 | 154.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.7 |
| (h) Charitable organizations | 1 | 7.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 11 | 120.4 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 623 | 326.8 |
| By Discretionary | ||
| Discretionary | 623 | 326.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 623 | 326.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 326.8 | |
| Total | 623 | 326.8 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001731216] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Allegiance Financial Group Advisory Services LLC
✚
|
VA | 0.3 |
|
Stonebridge Capital Management Inc
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|
CA | 0.3 |
|
Tealwood Asset Management Inc
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MN | 0.3 |
|
BNA Wealth Inc
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SC | 0.3 |
|
ARK & TLK Investments LLC
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OK | 0.3 |
|
Westward Investment Advisory LLC
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KS | 0.3 |
|
MNS Financial Management LLC
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|
FL | 0.3 |
|
Mendota Financial Group LLC
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|
WI | 0.3 |
|
Signature Wealth Management Group LLC
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|
GA | 0.3 |
|
Acorn Wealth Advisors LLC
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|
MI | 0.3 |