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Courage Korving Miller Partners, LLC

Courage Korving Miller Partners, LLC. CRD 318067

Courage Korving Miller Partners, LLC logo

CRD: 318067

Courage Korving Miller Partners, LLC

Norfolk, VA, 23510
7573903100
www.couragekorvingmiller.com
$44.2M Total AUM
$44.2M Disc. AUM
-- 3Y CAGR
8 Employees
21 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · UBS
Clients
Retail and Institutional
Platforms
Vertex wave
Established Date
10-07-2022
Office Locations
2

Office Locations

1510 Breezeport WAY Suite 800 Suffolk VA
World Trade Center, 101 W. Main Street Suite 720 Norfolk VA

About Courage Korving Miller Partners, LLC

Courage Korving Miller Partners is a Virginia-based, family-focused RIA with offices in Norfolk and Suffolk, helping households and business owners build a unified roadmap to and through retirement. Services include investment management, comprehensive financial planning, tax planning, and estate strategies, with ongoing monitoring as life changes. Custody commonly through Schwab and Fidelity.

Team overview

66 AVG AGE
$7.4M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
3.7 yrs AVG TENURE
8 Employees
6 Advisory Reps
6 RIA Reps
3yrs Firm Age

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Asset Classes

Vector North

Client Personas

Optima beacon Optima

Custodian

Fusion meridian

Investment Themes

Wave crest Foundation quantum Delta Summit

Investment Vehicles

Radial Signal

Platform

Eagle

Services

Timber Prime Momentum glacier Oak Beacon Catalyst unison Optima Element Value ridge Summit wave

Technology

Eagle

Owner & Executives

JEFFREY SAMUEL MILLER

JEFFREY SAMUEL MILLER

Chief Compliance Officer, Managing Member, Partner

CRD
#5465165
Ownership
Less than 5%
(626) 420-1614
fusion.element@glaciercapital.com
in linkedin.com/in/legacy-value

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Contacts

ELLA PATRICIA BOURNE

ELLA PATRICIA BOURNE

Investment Advisor

CRD
#1513699
(973) 562-2792
peak.peak@unisoncapital.com
in linkedin.com/in/wave-catalyst
RALPH MARK COURAGE

RALPH MARK COURAGE

Chief Compliance Officer, Managing Member, Partner

CRD
#1022142
(981) 770-1105
foundation.capital@vertexcapital.com
in linkedin.com/in/ridge-ridge
D

Delta unison

Beacon delta matrix

CRD
#82724
(284) 823-7269
unison.quantum@bridgecapital.com
in linkedin.com/in/atlas-focus

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $44,219,374 --
Non-Discretionary $0 --
Total $44,219,374 --

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Separately Managed Accounts

Total SMA Asset: $44,219,374

$44.2M Total SMA
Public Funds:
46.5%
Equity - Exchange:
20.1%
Cash:
33.4%
Asset class Assets Assets %
Public Funds $4,178,094,217 46.5%
Equity - Exchange $1,806,014,920 20.1%
Cash $3,001,039,717 33.4%
Total $8,985,148,854 100.0%

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