Courage Miller Partners, LLC
Firm details
- Headquarters
- Norfolk, Virginia
- CRD number
- 147360
- Registered since
- June 12, 2008
- Website
- www.couragekorvingmiller.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI83.31%
- Individuals9.96%
- Charitable Organizations4.89%
- Corporations / Businesses1.59%
- Pension & Profit Sharing Plans0.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Courage Miller Partners, LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2008. The firm serves both individual and family clients as well as institutional relationships, and offers a mix of advisory engagements: financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting services. Its billing arrangements include percentage-of-AUM fees alongside hourly and fixed-fee arrangements and other fee structures. The firm is not identified as an active ESG investor and is not reported as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds88%
- Exchange Traded Equities9%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 84Active vs passive
$397M in ETFs
100%
$395M
<1%
$2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $51.2M | 1,705,341 | 12.90% |
Location
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
- World Trade Ctr
- Time zone
- ET (UTC-5)
- Office locations
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