Eric Courage
Margin · Denver, Colorado
Eric Courage is a fee-only financial advisor at Margin in Denver, Colorado, who holds the CFP credential. Margin reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Margin |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $66.8M across 128 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 5513725 |
| Exams passed | Series 63 (2016) · Series 66 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.honestmargin.com |
| Profile |
How Eric's firm compares
- Margin's average account is about $522,000, from its Form ADV (assets managed divided by 128 accounts).
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Questions about Eric
Is Eric Courage a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Margin reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, Margin, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Eric Courage based?
Eric Courage is based in Denver, Colorado.
What credentials does Eric Courage hold?
Eric Courage holds the CFP credential.
Is Eric Courage registered with the SEC?
Yes. Eric Courage is registered as an investment adviser representative in CO and TX (CRD 5513725), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Margin manage?
Margin reports $66.8M across 128 accounts in assets under management.
How do I contact Eric Courage?
Through Eric's website, www.honestmargin.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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