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Courage Miller Partners, LLC

Courage Miller Partners, LLC. CRD 147360

C

CRD: 147360

Courage Miller Partners, LLC

$480.7M Total AUM
$434.4M Disc. AUM
4.3% 3Y CAGR
4 Employees
231 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
06-12-2008
Office Locations
1

Office Locations

World Trade Center 101 W. Main Street, Suite 720 Norfolk VA

About Courage Miller Partners, LLC

Courage Miller Partners, LLC is a Norfolk-based RIA. The firm has been operating for 18 years. Managing $480.7M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.

Team overview

72 AVG AGE
$160.2M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
16.2 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
18yrs Firm Age

Insights

Available
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Asset Classes

Available

Client Personas

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

RALPH MARK COURAGE

RALPH MARK COURAGE

Chief Compliance Officer, Managing Member, Partner

CRD
#1022142
Ownership
75% or more
Available
Available
Available
JEFFREY SAMUEL MILLER

JEFFREY SAMUEL MILLER

Chief Compliance Officer, Managing Member, Partner

CRD
#5465165
Ownership
Less than 5%
Available
Available
Available

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Contacts

H

HEINZ GARNER KOCH

Financial Advisor, General Partner

CRD
#2918650
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-10-2022
11-26-2023
03-29-2024
03-29-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $434,421,762 $551,997
Non-Discretionary $46,230,051 $872,265
Total $480,651,813 $572,205

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Equity - Exchange:
Available
Cash:
Available
U.S. Government/Agency:
Available
Asset class Assets Assets %
Public Funds Available Available
Equity - Exchange Available Available
Cash Available Available
U.S. Government/Agency Available Available
Total Available Available

13F Holdings | Q2 2026

Issuer Class CUSIP Ticker % Value
Available Available Available Available Available Available
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