# Courage Miller Partners, LLC

> 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.

- CRD: 147360
- Filed as: COURAGE MILLER PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Norfolk, VA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147360
- AdvisorCensus page: https://advisorcensus.com/firm/courage-miller-partners-llc-norfolk-va-147360

## Quick answers

**How is Courage Miller Partners, LLC compensated?**
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.

**How much does Courage Miller Partners, LLC charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Flat fee: $2,500 to $10,000 (financial planning and consulting services (stand-alone)). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Courage Miller Partners, LLC located?**
Courage Miller Partners, LLC's principal office is in Norfolk, VA, according to its Form ADV.

**Is Courage Miller Partners, LLC registered with the SEC or a state?**
Courage Miller Partners, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 147360.

**How much does Courage Miller Partners, LLC manage?**
Courage Miller Partners, LLC reports $480,651,813 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (90% discretionary).

**How have Courage Miller Partners, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Courage Miller Partners, LLC serve?**
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).

**Which custodians does Courage Miller Partners, LLC use?**
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.

**Does Courage Miller Partners, LLC report any disciplinary disclosures?**
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

**What changed in Courage Miller Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $418,763,157 to $480,651,813 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Flat fee: $2,500 to $10,000 (financial planning and consulting services (stand-alone))

> Courage Miller’s financial planning and consulting fees are negotiable but generally range from $2,500 to $10,000 on a fixed fee basis

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $480,651,813
- Discretionary: $434,421,762
- Non-discretionary: $46,230,051

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 121 | $47,859,058 |
| High net worth individuals | 101 | $400,429,126 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,228,837 |
| Charitable organizations | 5 | $23,483,349 |
| Corporations or other businesses not listed above | Fewer than 5 | $7,651,443 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2008 (18 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, FL, NC, NE, OR, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Facebook @COURAGEMILLERPARTNERSLLC
- Instagram @COURAGEMILLER

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $347,066,517 | 4 | March 26, 2021 |
| October 2022 | $417,385,735 | 4 | May 24, 2022 |
| October 2023 | $360,165,268 | 3 | April 26, 2023 |
| October 2024 | $382,000,651 | 3 | March 29, 2024 |
| October 2025 | $418,763,157 | 4 | March 29, 2025 |
| October 2026 | $480,651,813 | 4 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $418,763,157 to $480,651,813 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Courage Miller Partners, LLC (CRD 147360): Form ADV filing data as of October 2026.