SourcingSourcing

COURAGE MILLER PARTNERS, LLC

B64
CRD 147360·SEC 801-69242·NORFOLK, VA
AUM
$480.7M
$100M-$500M
Est. Revenue
$4.8M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COURAGE MILLER PARTNERS, LLC
CRD
147360
SEC file #
801-69242
EIN
262737153
DBA names
—

Economics

AUM
$480.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$242.2M → $480.7M▲ +98%
Client mix
Individuals Other121
Individuals High Net Worth101
Charitable Organizations5
Pension Profit Sharing Plans1

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
4 advisors → 3 advisors▼ -25%
Primary office
NORFOLK VA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
facebook.com/couragemillerpartnersllc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COURAGE, RALPH, MARK
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
COURAGE, RALPH, MARK
MILLER, JEFFREY, SAMUEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001482106
Edgar Registered
Yes
Edgar Filing Count
61
Edgar First Filing Date
2012-02-28
Edgar Last Filing Date
2026-04-27
Edgar 13f Count
59
Edgar 13f Latest AUM Estimate
Filing Date2026-04-27
Accession0001482106-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
101 WEST MAIN STSUITE 720NORFOLK, VA 23510
Business
101 WEST MAIN STSUITE 720NORFOLK, VA 23510
Edgar EIN
262737153
Edgar Recent Filings
13F-HR2026-04-27 · 0001482106-26-000002
13F-HR2026-01-26 · 0001482106-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1022142
Trust Company Affiliate
No

People (3)

3
COURAGE, RALPH, MARK
IAR · Direct Owner · 87.5%
1022142
MILLER, JEFFREY, SAMUEL
IAR · Executive Officer · 2.5%
5465165
HEINZ GARNER KOCH
IAR
2918650