Unclaimed Profile

Sloane Waller Payne

MARTIN CAPITAL PARTNERS, LLC·EUGENE, Oregon

Series 3, Series 30, Series 65Clean record15 years registeredMARTIN CAPITAL PARTNERS, LLC

940 WILLAMETTE ST, SUITE 350, EUGENE, OR 97401CRD# 2747251Firm CRD# 153452

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sloane Waller Payne · EUGENE, OR

Registration

CRD #2747251 · MARTIN CAPITAL PARTNERS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MARTIN CAPITAL PARTNERS, LLC

WCM INVESTMENT MANAGEMENT

Aug 2011 – Jun 2024

LAGUNA BEACH, CA

Registrations & Exams

FINRA examinations passed

Series 3

Series 30

Series 65

Registration record

First registered · August 2, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARTIN CAPITAL PARTNERS, LLC

CRD 153452 · SEC 801-71360

AUM

$333M

Regulatory assets under management

Employees

670 client accounts

Services offered by MARTIN CAPITAL PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MARTIN CAPITAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Sloane Waller Payne offer?

Sloane Waller Payne specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Sloane Waller Payne's credentials?

Sloane Waller Payne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sloane Waller Payne located?

Sloane Waller Payne is based in EUGENE, Oregon, last registered with MARTIN CAPITAL PARTNERS, LLC.

How does Sloane Waller Payne charge for services?

Sloane Waller Payne's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARTIN CAPITAL PARTNERS, LLC?

MARTIN CAPITAL PARTNERS, LLC has approximately 4 employees and manages $333M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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