COURAGE KORVING MILLER PARTNERS, LLC
Firm details
- Headquarters
- NORFOLK, Virginia
- CRD number
- 318067
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.27%
- Individuals8.73%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Courage Korving Miller Partners, LLC is an independent registered investment adviser organized as an LLC that serves individual, family and institutional clients. The firm positions itself as a capital allocator and delivers discretionary portfolio management alongside financial planning and the selection of third‑party advisers. Investment activity is concentrated in pooled public vehicles rather than direct-stock strategies: the firm’s filings show a strong preference for public funds and mutual funds as the primary building blocks for client portfolios. Fee arrangements include ad valorem fees tied to assets under management as well as fixed and hourly engagements, reflecting a mix of ongoing advisory relationships and project-based planning work. The firm does not report an ESG-focused mandate and is not designated as a pension consultant. It operates as a single-state adviser and is not newly formed.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Contacts
3 of 6STEPHEN KORVING
Managing MemberCRD 4845151
ELLA BOURNE
Administrative ManagerCRD 1513699
JEFFREY MILLER
Managing MemberCRD 5465165
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NORFOLK, VA
NORFOLK CITY
Location
NORFOLK, VA
Headquartered in NORFOLK, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.
- Metro area
- Virginia Beach-Norfolk, VA-NC
- Region
- South
- County
- NORFOLK CITY
- Address
- 101 W Main St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
ZAK INVESTMENT MANAGEMENT COMPANY, LLC
RIANORFOLK, VA
DOMINION CAPITAL WEALTH ADVISORS
RIANORFOLK, VA
TYTON WEALTH
RIANORFOLK, VA
VIRGINIA GLOBAL ASSET MANAGEMENT, LLC
RIANORFOLK, VA
SANDPIPER CAPITAL, LLC
RIANORFOLK, VA
HERITAGE WEALTH MANAGEMENT GROUP, LTD
RIANORFOLK, VA