MARTIN CAPITAL PARTNERS, LLC

Overview

Martin Capital Partners, LLC is a fee-based registered investment adviser focused on discretionary portfolio management for individuals, families, small businesses and institutional clients. The firm, which has been SEC-registered since 2010, runs an equity-first approach: its filings show a strong preference for exchange-traded equities supplemented by ETFs and pooled vehicles. Advisory services include standard portfolio management for individuals and businesses as well as pension consulting. The firm is not identified as an active ESG investor. Investment direction favors concentrated public equity exposure managed across separate accounts, with a willingness to use third‑party managers and pooled products where appropriate. Strategy execution appears centered on listed securities custody at a major custodian, with supplemental allocations to mutual funds and external alternative managers to round out client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices