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COURAGE MILLER PARTNERS, LLC
CRD 147360 · SEC 801-69242
WORLD TRADE CENTER, 101 W. MAIN STREET, SUITE 720, NORFOLK, VA, 23510, United States
Phone
757-390-3100
Fax
757-351-0600
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$480.7M
Discretionary AUM
$434.4M
Team
4 total employees; 3 advisory reps; 3 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 121 | $47.9M |
| High net worth individuals | 101 | $400.4M |
| Pension/profit sharing plans | 1 | $1.2M |
| Charitable organizations | 5 | $23.5M |
States served
DC, NE, NC, OR, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD