COURAGE KORVING MILLER PARTNERS, LLC

RIASEC Registered
Total AUM
$44.2M
Discretionary
$44.2M
100% of AUM
Avg account
$961K
Accounts
46
Employees
8
Advisory reps
6

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 97%, Exchange Traded Equities 2%, Cash & Cash Equivalents 1%97%
  • Public Funds/Mutual Funds97%
  • Exchange Traded Equities2%
  • Cash & Cash Equivalents1%

Contacts

3 of 6
  • STEPHEN KORVING

    Managing MemberCRD 4845151

  • ELLA BOURNE

    Administrative ManagerCRD 1513699

  • JEFFREY MILLER

    Managing MemberCRD 5465165

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth