Courage Miller Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Norfolk, VA. Its latest Form ADV filing, dated March 30, 2026, reports $481M in regulatory assets under management, 4 employees, and 840 accounts.
Assets Under Management
$481M
Employees
4
Offices
--
Total Clients
228
Primary office
NORFOLK, VA
WORLD TRADE CENTER, 101 W. MAIN STREET, SUITE 720, NORFOLK, VA, United States
Top client segmentIndividuals represent 53.1% of total clients.
Top client categories% of clientsClients
1
Individuals
53.1%
121
2
HNWI
44.3%
101
3
Charitable
2.2%
5
4
Pension Plans
0.4%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$481Mas of March 30, 2026
Discretionary90.4%
$434M
90% of total RAUM90.4%
Non-discretionary9.6%
$46M
10% of total RAUM9.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$481M
Total Accounts840
10Y AUM Change+$261M (+119.1%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee57:1
10Y Employee Change-1 (-20.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.