DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Martin Capital Partners, LLC
Latest filing Sep 9, 2026
First filing on the tape Mar 30, 2012 · 22 filings
SEC status approved since Apr 20, 2010
RAUM
$290M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
67%
$196M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$72.6M
derived; firm RAUM over IAPD count
Employees
4
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
22 filings and snapshots on the tape
RAUM$290M as of Mar 19, 2026
Mar 30, 2012$90.1M then
HNW client RAUM$129M as of Mar 19, 2026
Mar 28, 2018$64.2M then
State-registered IARs (5.B.3)4 as of Mar 19, 2026
Mar 30, 20120 then
Employees (5.A)4 as of Mar 19, 2026
Feb 27, 20134 then
Private funds: no history
RAUM +203% over the last fiscal year-3.9% a year over threeIARs 4 to 4offices 1 to 0
Practice profile
derived from the filing of Sep 9, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $72.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 72derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.7MderivedHNW RAUM over HNW clients
- Average account
- $572,942derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 2.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +203%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +204%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$129M45%
- Other investment advisers$70.6M24%
- Individuals$66.2M23%
- Corporations and businesses$17.0M5.9%
- Pension and profit-sharing plans$7.2M2.5%
- Charitable organizations$26,0890.0%
- Individual clients
- 251reported
- HNW clients
- 35reported
- Pension plan clients
- 3reported
- Charitable clients
- 1reported
- Accounts
- 507reported
- Financial planning clients
- n/areported
- Wrap fee programs
- $0 sponsored, $274,448 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.67 fund_share=0.24 institutional_share=0.02 related_bd= related_bank= bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Ryan Scott Adair | Eugene, Or | Oct 22, 2021 | 11 y | 1 |
| Cameron King Martin | Eugene, Or | Apr 15, 2024 | 29 y | 4 |
| Reid Christopher WeaverChartered Financial Analyst | Eugene, Or | Jan 2, 2026 | 20 y | 2 |
| Andrew David Papendieck | Eugene, Or | Jan 2, 2026 | 39 y | 6 |
Advisor movement
0 left, 2 joined in 12 months
net +2 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Nancy E Wakefield to Integrated Advisors Network LLCNov 1, 2017 · Other
- Reid Christopher Weaver to Wcm Investment ManagementDec 31, 2016 · Other
- Alex Mitchell Harding to Tru Independence Asset Management, LLCDec 31, 2016 · Other
Joined, latest
- Andrew David Papendieck from Wcm Investment ManagementJan 2, 2026 · Other
- Reid Christopher Weaver from Wcm Investment ManagementJan 2, 2026 · Other
- Cameron King Martin from Ims Capital ManagementJun 17, 2010 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Wcm Investment ManagementJul 8, 2025 · Laguna Beach, Ca
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- King Cameron Martin · President/Managing Membercontrolsince 03/2010 · owns less than 5%
- Christopher Reid Weaver · Chief Compliance Officercontrolsince 03/2010 · owns less than 5%
- Russell Paul Black · Member, Elected Managercontrolsince 06/2018 · owns 25% to 50% of Thalia Street Partners LLC
- Waller Sloane Payne · Elected Managercontrolsince 06/2018 · owns F of Thalia Street Partners LLC
- Brady Mike Trigg · Elected Managercontrolsince 06/2018 · owns F of Thalia Street Partners LLC
- Randal Kurt Winrich · Member, Elected Managercontrolsince 06/2018 · owns 25% to 50% of Thalia Street Partners LLC
Entity owners
- Wcm Investment Management · Ownerdirect · owns 75% or more
- Thalia Street Partners LLC · Memberindirect · owns 75% or more of Wcm Investment Management
Related persons
Schedule D 7.A
- Wcm Investment Managementinvestment adviseryRAUM $97B
Advisers that list Martin Capital Partners, LLC as a related person
- 104702 y
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Eugene, Or · principal | 4 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Laguna Beach, CA4 employees
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- account count surgeChange between filings · filing Mar 19, 2026accounts (Item 5.F.2.f) moved from 251.0 to 507.0 (+102.0%) between the annual amendments of 2025-03-20 and 2026-03-19; the peer median change was +5.0% (3688 comparable advisers, 98.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,688) · 98% percentile
- HNW share shiftChange between filings · filing Mar 19, 2026HNW share of RAUM moved from 27.0% to 45.0% between the annual amendments of 2025-03-20 and 2026-03-19peers: independent wealth managers, $100M to $500M (5,676)
- RAUM up 50 %Change between filings · filing Mar 19, 2026RAUM (Item 5.F) moved from $95,931,613 to $290,481,718 (+203.0%) between the annual amendments of 2025-03-20 and 2026-03-19; the peer median change was +15.0% (4551 comparable advisers, 100.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,551) · 100% percentile
What changed
consecutive filings, newest first
- Financial planning clients · to unsetMar 19, 2026 to Sep 9, 2026
- Related adviser · false to unsetMar 19, 2026 to Sep 9, 2026
- Related bank · false to unsetMar 19, 2026 to Sep 9, 2026
- Related broker-dealer · false to unsetMar 19, 2026 to Sep 9, 2026
- Related insurance company · false to unsetMar 19, 2026 to Sep 9, 2026
- Succession · false to unsetMar 19, 2026 to Sep 9, 2026
- Accounts · 251 to 507Aug 12, 2025 to Mar 19, 2026
- Charity clients · 4 to 1Aug 12, 2025 to Mar 19, 2026
- Corporate clients · 1 to 6Aug 12, 2025 to Mar 19, 2026
- HNW clients · 15 to 35Aug 12, 2025 to Mar 19, 2026
- Individual clients · 79 to 251Aug 12, 2025 to Mar 19, 2026
- Discretionary RAUM · $95.9M to $290MAug 12, 2025 to Mar 19, 2026
- HNW RAUM · $25.8M to $129MAug 12, 2025 to Mar 19, 2026
- Individual RAUM · $26.3M to $66.2MAug 12, 2025 to Mar 19, 2026
- Pension RAUM · $2.5M to $7.2MAug 12, 2025 to Mar 19, 2026
- RAUM · $95.9M to $290MAug 12, 2025 to Mar 19, 2026
- Wrap assets (manager) · $259,046 to $274,448Aug 12, 2025 to Mar 19, 2026
- Insurance-licensed employees · 4 to 0Mar 20, 2025 to Aug 12, 2025
- Other offices · 1 to 0Mar 20, 2025 to Aug 12, 2025
- Related adviser · true to falseMar 20, 2025 to Aug 12, 2025
- Accounts · 670 to 251Mar 29, 2024 to Mar 20, 2025
- Charity clients · unset to 4.0Mar 29, 2024 to Mar 20, 2025
- Corporate clients · unset to 1.0Mar 29, 2024 to Mar 20, 2025
- HNW clients · 40 to 15Mar 29, 2024 to Mar 20, 2025
- Individual clients · 113 to 79Mar 29, 2024 to Mar 20, 2025
- Pension plan clients · unset to 3.0Mar 29, 2024 to Mar 20, 2025
- Insurance-licensed employees · 0 to 4Mar 29, 2024 to Mar 20, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 20, 2025
- State-registered IARs · 0 to 4Mar 29, 2024 to Mar 20, 2025
- Discretionary RAUM · $333M to $95.9MMar 29, 2024 to Mar 20, 2025
- HNW RAUM · $153M to $25.8MMar 29, 2024 to Mar 20, 2025
- Individual RAUM · $37.6M to $26.3MMar 29, 2024 to Mar 20, 2025
- Pension RAUM · $2.4M to $2.5MMar 29, 2024 to Mar 20, 2025
- RAUM · $333M to $95.9MMar 29, 2024 to Mar 20, 2025
- Wrap assets (manager) · $59.6M to $259,046Mar 29, 2024 to Mar 20, 2025
- Accounts · 623 to 670Jul 17, 2023 to Mar 29, 2024
- Charity clients · 1.0 to unsetJul 17, 2023 to Mar 29, 2024
- Corporate clients · 1.0 to unsetJul 17, 2023 to Mar 29, 2024
- HNW clients · 42 to 40Jul 17, 2023 to Mar 29, 2024
- Individual clients · 123 to 113Jul 17, 2023 to Mar 29, 2024
Signals
7 dated events
- Martin Capital Partners, Llc reported RAUM $290.5M, up 203% from $95.9M (2025-08-12 to 2026-03-19)Mar 19, 2026 · RAUM change · derived
- 2 advisors left Wcm Investment Management (Laguna Beach, CA) for Martin Capital Partners, LLC on the same dayJul 8, 2025 · Team lift-out · derived
- Martin Capital Partners, Llc reported RAUM $95.9M, down 71% from $333.0M (2024-03-29 to 2025-03-20)Mar 20, 2025 · RAUM change · derived
- Russell Paul Black (Member, Elected Manager) appeared on Schedule A of Martin Capital Partners, LlcJul 17, 2023 · Control person joined · fact
- Randal Kurt Winrich (Member, Elected Manager) appeared on Schedule A of Martin Capital Partners, LlcJul 17, 2023 · Control person joined · fact
- Waller Sloane Payne (Elected Manager) appeared on Schedule A of Martin Capital Partners, LlcJul 17, 2023 · Control person joined · fact
- Brady Mike Trigg (Elected Manager) appeared on Schedule A of Martin Capital Partners, LlcJul 17, 2023 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@martincp.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 541-636-4170reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/martin-capital-partners-llcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- MARTINCP.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 541-636-4170reportedpublic record, Form ADV, Sep 9, 2026
- Team page
- martincp.com/team.htmlreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $72.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026