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 registered investment adviser organized as an LLC and active since 2008. The firm is owned by an individual and serves both high-net-worth individuals and families as well as institutional clients. Its advisory offerings cover financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, and pension consulting. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly, fixed-fee and other engagement models. The firm is not flagged as an active ESG investor or a capital allocator.
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%
Contacts
3 of 3
Jeffrey Miller
Managing MemberCRD 5465165
Heinz Koch
Director of OperationsCRD 2918650
Ralph Courage
Managing PartnerCRD 1022142
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$399M in ETFs
100%
$397M
<1%
$2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $50.9M | 1,731,183 | 12.78% |
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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