{
  "crd_number": 147360,
  "slug": "courage-miller-partners-llc-norfolk-va-147360",
  "primary_business_name": "COURAGE MILLER PARTNERS, LLC",
  "legal_name": "COURAGE MILLER PARTNERS, LLC",
  "dbas": [],
  "city": "Norfolk",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47260",
  "metro": {
    "cbsa_code": "47260",
    "common_name": "Virginia Beach",
    "msa_name": "Virginia Beach-Chesapeake-Norfolk, VA-NC",
    "path": "/advisors/va/virginia-beach"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2008-06-12",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 480651813.0,
  "raum_discretionary": 434421762.0,
  "raum_non_discretionary": 46230051.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 23483349.0,
      "count": 5
    },
    "individuals": {
      "raum": 47859058.0,
      "count": 121
    },
    "pension_profit_sharing": {
      "raum": 1228837.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 400429126.0,
      "count": 101
    },
    "corporations_other_businesses": {
      "raum": 7651443.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "DC",
    "FL",
    "NC",
    "NE",
    "OR",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/COURAGEMILLERPARTNERSLLC",
    "https://instagram.com/COURAGEMILLER"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147360",
  "city_as_filed": "NORFOLK",
  "url": "https://advisorcensus.com/firm/courage-miller-partners-llc-norfolk-va-147360",
  "display_name": "Courage Miller Partners, LLC",
  "summary": "Courage Miller Partners, LLC is an SEC-registered investment advisory firm in Norfolk, VA, registered since 2008, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Courage Miller Partners, LLC (CRD 147360): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Courage Miller Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Courage Miller Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Courage Miller Partners, LLC located?",
      "a": "Courage Miller Partners, LLC's principal office is in Norfolk, VA, according to its Form ADV."
    },
    {
      "q": "Is Courage Miller Partners, LLC registered with the SEC or a state?",
      "a": "Courage Miller Partners, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 147360."
    },
    {
      "q": "How much does Courage Miller Partners, LLC manage?",
      "a": "Courage Miller Partners, LLC reports $480,651,813 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (90% discretionary)."
    },
    {
      "q": "How have Courage Miller Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Courage Miller Partners, LLC: Regulatory assets under management: $347,066,517 in the October 2021 data and $480,651,813 in the October 2026 data, up 38%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Courage Miller Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (121); high net worth individuals (101); charitable organizations (5)."
    },
    {
      "q": "Which custodians does Courage Miller Partners, LLC use?",
      "a": "Courage Miller Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Courage Miller Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/147360"
    },
    {
      "q": "What changed in Courage Miller Partners, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $418,763,157 to $480,651,813 (+15%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 347066517.0,
      "total_employees": 4,
      "filing_date": "2021-03-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 417385735.0,
      "total_employees": 4,
      "filing_date": "2022-05-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 360165268.0,
      "total_employees": 3,
      "filing_date": "2023-04-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 382000651.0,
      "total_employees": 3,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 418763157.0,
      "total_employees": 4,
      "filing_date": "2025-03-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 480651813.0,
      "total_employees": 4,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $418,763,157 to $480,651,813 (+15%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/courage-miller-partners-llc-norfolk-va-147360.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 121,
      "fewer_than_5": false,
      "raum": 47859058.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 101,
      "fewer_than_5": false,
      "raum": 400429126.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 1228837.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 23483349.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 7651443.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147360",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}