Investment adviser · CRD 147360
COURAGE MILLER PARTNERS, LLC
Investment adviser filing (IA)
NORFOLK, VA, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $481M Form ADV · Item 5.F
- Client accounts
- 840 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 101 | $400,429,126 | 83.3% |
| Individuals | 121 | $47,859,058 | 10.0% |
| Charities | 5 | $23,483,349 | 4.9% |
| Corporations & businesses | Fewer than 5 | $7,651,443 | 1.6% |
| Retirement plans | 1 | $1,228,837 | 0.3% |
Filing source
Form ADV 2070121 · Mar 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
WORLD TRADE CENTER, 101 W. MAIN STREET, SUITE 720NORFOLK, VA, 23510, United States
CRD 147360
Filing source
Form ADV 2070121 · Mar 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.