Hedge Fund Database

COURAGE MILLER PARTNERS, LLC

Adviser information for COURAGE MILLER PARTNERS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 3
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 733 $344.9M
Non-Discretionary 133 $37.2M
Total 866 $382.0M

Clients

Type Number RAUM
Individuals 123 $44.5M
HNW Individuals 92 $309.9M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 10 $1.6M
Charitable organizations 5 $20.7M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $5.3M
Other 0 $0
Type Number
No. of Non-RAUM Clients 6
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services
Compensation % of AUMHourly chargesFixed feesRETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS

Identifiers

SEC RIA File Number 801-69242
SEC ERA File Number 801-69242
SEC CIK Numbers 1482106
SEC CRD Numbers 147360
Legal Entity Identifier None

Principal Office

WORLD TRADE CENTER
101 W. MAIN STREET, SUITE 720
NORFOLK
VA
United States
Monday - Friday, 9:00 AM - 4:30 PM
Tel: 757-390-3100, Fax: 757-351-0600

Websites

twitter.com/courage_miller www.couragemiller.com www.facebook.com/couragemillerpartnersllc www.linkedin.com/company/courage-miller-partners-llc- www.instagram.com/couragemiller/

Chief Compliance Officer

RALPH COURAGE
MANAGING MEMBER
WORLD TRADE CENTER
101 W. MAIN STREET, SUITE 720
NORFOLK
VA
United States
Tel: 757-390-3100
Fax: 757-351-0600
(Full email address available in API data)

Regulatory Contact

JEFFREY MILLER
MANAGING MEMBER
WORLD TRADE CENTER
101 W. MAIN STREET, SUITE 720
NORFOLK
VA
United States
Tel: 757-390-3100
Fax: 757-351-0600
(Full email address available in API data)

Industry Affiliates

COURAGE KORVING MILLER PARTNERS, LLC Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
COURAGE, RALPH, MARK Individual – MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 05/2008 > 75%
MILLER, JEFFREY, SAMUEL Individual – MANAGING MEMBER 12/2013 < 5%

No. Employees, Historic

105020192020202120222023202420254 on 6/13/20194 on 11/27/20194 on 3/29/20204 on 4/27/20204 on 6/28/20204 on 3/25/20214 on 3/26/20214 on 3/28/20224 on 5/24/20224 on 11/10/20224 on 2/13/20233 on 3/23/20233 on 4/26/20233 on 11/26/20233 on 3/29/2024

RAUM, Historic

500M250M02019202020212022202320242025242221099 on 6/13/2019242221099 on 11/27/2019274398638 on 3/29/2020274398638 on 4/27/2020274398638 on 6/28/2020347066517 on 3/25/2021347066517 on 3/26/2021417385735 on 3/28/2022417385735 on 5/24/2022417385735 on 11/10/2022417385735 on 2/13/2023360165268 on 3/23/2023360165268 on 4/26/2023360165268 on 11/26/2023382000651 on 3/29/2024

No. Clients, Historic

30015002019202020212022202320242025240 on 6/13/2019240 on 11/27/2019195 on 3/29/2020195 on 4/27/2020195 on 6/28/2020214 on 3/25/2021214 on 3/26/2021226 on 3/28/2022226 on 5/24/2022226 on 11/10/2022226 on 2/13/2023228 on 3/23/2023228 on 4/26/2023228 on 11/26/2023230 on 3/29/2024

Holdings

From latest 13F, filed July 25th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ALPHABET INC CAP STK CL A 1M 6K –
ALPHABET INC CAP STK CL C 328K 2K –
AMAZON COM INC COM 2M 8K –
APPLE INC COM 2M 9K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 1M 3K –
COSTCO WHSL CORP NEW COM 774K 910 –
ELI LILLY & CO COM 296K 327 –
EXXON MOBIL CORP COM 1M 11K –
INVESCO EXCHANGE TRADED FD T S&P MIDCAP 400 227K 2K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 8M 47K –
ISHARES INC CORE MSCI EMKT 516K 10K –
ISHARES TR 0-5YR HI YL CP 472K 11K –
ISHARES TR AGGRES ALLOC ETF 693K 9K –
ISHARES TR BLACKROCK ULTRA 768K 15K –
ISHARES TR COHEN STEER REIT 257K 4K –
ISHARES TR CORE 1 5 YR USD 23M 482K –
ISHARES TR CORE MSCI EAFE 1M 19K –
ISHARES TR CORE MSCI TOTAL 1M 16K –
ISHARES TR CORE S&P MCP ETF 721K 12K –
ISHARES TR CORE S&P SCP ETF 507K 5K –
ISHARES TR CORE S&P500 ETF 3M 5K –
ISHARES TR CORE US AGGBD ET 313K 3K –
ISHARES TR EAFE SML CP ETF 377K 6K –
ISHARES TR GLOB HLTHCRE ETF 233K 3K –
ISHARES TR ISHS 1-5YR INVS 18M 359K –
ISHARES TR ISHS 5-10YR INVT 2M 46K –
ISHARES TR MORNINGSTAR GRWT 570K 7K –
ISHARES TR MORNINGSTAR VALU 387K 5K –
ISHARES TR MRGSTR MD CP GRW 2M 28K –
ISHARES TR MRGSTR MD CP VAL 1M 21K –
ISHARES TR MRGSTR SM CP GR 700K 15K –
ISHARES TR MRNING SM CP ETF 607K 10K –
ISHARES TR MSCI ACWI ETF 534K 5K –
ISHARES TR MSCI EMG MKT ETF 371K 9K –
ISHARES TR NORTH AMERN NAT 2M 35K –
ISHARES TR RESIDENTIAL MULT 549K 7K –
ISHARES TR S&P 500 GRWT ETF 585K 6K –
ISHARES TR S&P 500 VAL ETF 285K 2K –
ISHARES TR SELECT DIVID ETF 267K 2K –
ISHARES TR SHORT TREAS BD 911K 8K –
ISHARES TR TIPS BD ETF 2M 17K –
ISHARES TR U.S. REAL ES ETF 570K 6K –
MCDONALDS CORP COM 252K 990 –
MICROSOFT CORP COM 623K 1K –
PIMCO ETF TR 1-5 US TIP IDX 521K 10K –
S&P GLOBAL INC COM 265K 595 –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 6M 221K –
SCHWAB STRATEGIC TR INTL EQTY ETF 24M 626K –
SCHWAB STRATEGIC TR INTL SCEQT ETF 6M 178K –
SCHWAB STRATEGIC TR SHT TM US TRES 17M 346K –
SCHWAB STRATEGIC TR US AGGREGATE B 377K 8K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 11M 140K –
SCHWAB STRATEGIC TR US LCAP GR ETF 8M 76K –
SCHWAB STRATEGIC TR US LCAP VA ETF 7M 89K –
SCHWAB STRATEGIC TR US LRG CAP ETF 41M 630K –
SCHWAB STRATEGIC TR US MID-CAP ETF 11M 137K –
SCHWAB STRATEGIC TR US REIT ETF 9M 453K –
SCHWAB STRATEGIC TR US SML CAP ETF 8M 165K –
SPDR GOLD TR GOLD SHS 382K 2K –
SPDR INDEX SHS FDS MSCI ACWI EXUS 5M 193K –
SPDR S&P 500 ETF TR TR UNIT 1M 2K –
SPDR SER TR S&P 400 MDCP GRW 2M 30K –
SPDR SER TR S&P 400 MDCP VAL 2M 29K –
SPDR SER TR S&P 600 SMCP GRW 1M 15K –
SPDR SER TR S&P 600 SMCP VAL 1M 16K –
UNION PAC CORP COM 1M 5K –
VANGUARD BD INDEX FDS INTERMED TERM 924K 12K –
VANGUARD BD INDEX FDS SHORT TRM BOND 4M 51K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 15M 215K –
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 402K 8K –
VANGUARD INDEX FDS LARGE CAP ETF 541K 2K –
VANGUARD INDEX FDS MID CAP ETF 210K 866 –
VANGUARD INDEX FDS SMALL CP ETF 247K 1K –
VANGUARD INDEX FDS TOTAL STK MKT 1M 5K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 493K 8K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 7M 155K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 847K 7K –
VISA INC COM CL A 315K 1K –