MARTIN CAPITAL PARTNERS, LLC
SEC RegisteredDividend Cultures | Mitigated Risk
About the firm
Martin Capital Partners, LLC, is an Oregon based, SEC Registered Investment Advisory firm managing $306 million in client assets. Founded in 2010 and specializing in the management of dividend strategies for institutional and private clients, MCP has decades of combined industry tenure spanning multiple market cycles.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Management of dividend strategies; building investment portfolios that produce consistent, absolute returns with mitigated risk and volatility, leveraging a long-term horizon and reinvested and compounded dividends from high quality companies with distinct competitive advantages.
Who they serve
Institutional and private clients
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 251 | $66M |
| High Net Worth Individuals | 35 | $129M |
| Charitable Organizations | 3 | $7.2M |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 211 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Direct Management - under $1M | 1.30% |
| Direct Management - over $1M | 0.95% |
| Dual Contract Management (Sub-Advised) - all assets | 0.50% |
| Institutional Direct Management - under $10M | 0.55% |
| Institutional Direct Management - $10M to $20M | 0.40% |
| Institutional Direct Management - over $20M | 0.25% |
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MARTIN CAPITAL PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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