← Tributary

MARTIN CAPITAL PARTNERS, LLC

EUGENE, OR · CRD 153452 · IAPD ↗ · martincp.com · 541-636-4170

$290.5MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2026 — MARTIN CAPITAL PARTNERS, LLC reported RAUM up 203% ($95.9M -> $290.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2025 — MARTIN CAPITAL PARTNERS, LLC reported RAUM down 71% ($333.0M -> $95.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
51
April 2024 — MARTIN CAPITAL PARTNERS, LLC notice-filed in AZ, CA, TX, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.