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 SEC-registered since 2008. The firm serves both individuals/families and institutional clients and markets itself around comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. Its owner is an individual practitioner rather than a corporate owner, and the firm offers flexible billing arrangements that include a percentage-of-AUM fee, hourly charges, fixed fees, and other fee types. The adviser does not identify as an active ESG investor and is not positioned as a capital allocator to external alternative managers.
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 3JEFFREY 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 84Active vs passive
$371M in ETFs
99%
$369M
<1%
$2.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $44.5M | 1,735,166 | 11.99% |
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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