# Margin

> Margin is a state-registered investment advisory firm in Denver, CO, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 290094
- Filed as: MARGIN
- Legal name: Margin, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/290094
- AdvisorCensus page: https://advisorcensus.com/firm/margin-denver-co-290094

## Quick answers

**How is Margin compensated?**
On its Form ADV (Item 5.E, October 2026), Margin reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Margin located?**
Margin's principal office is in Denver, CO, according to its Form ADV.

**Is Margin registered with the SEC or a state?**
Margin is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 290094.

**How much does Margin manage?**
Margin reports $66,789,887 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (98% discretionary).

**What types of clients does Margin serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (17); individuals (other than high net worth individuals) (8); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Margin report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/290094

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $66,789,887
- Discretionary: $65,699,887
- Non-discretionary: $1,090,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $2,597,342 |
| High net worth individuals | 17 | $63,092,446 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,090,000 |
| Corporations or other businesses not listed above | 1 | $10,099 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- honestmargin.com
- LinkedIn @marginllc
- LinkedIn @ericmcourage
- X @eric_m_courage
- X @honestmargin
- YouTube @EricM.CourageCFACFPCAIA
- YouTube @UC1vPdjQVu_K2uip0lMEGa_Q

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Margin (CRD 290094): Form ADV filing data as of October 2026.