Heinz Koch
Courage Miller Partners · Norfolk, Virginia
Heinz Koch is a fee-only financial advisor at Courage Miller Partners in Norfolk, Virginia. Courage Miller Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Courage Miller Partners |
|---|---|
| Based in | Norfolk, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $480.7M across 840 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 2918650 |
| Exams passed | Series 63 (1997) · Series 65 (1999) |
| Firm size | 4 employees |
| Disclosures | None reported |
How Heinz's firm compares
- Courage Miller Partners's average account is about $572,000, from its Form ADV (assets managed divided by 840 accounts).
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Questions about Heinz
Is Heinz Koch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Heinz holds no broker registration, and Courage Miller Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Heinz charge for financial advice?
Heinz's firm, Courage Miller Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Heinz Koch based?
Heinz Koch is based in Norfolk, Virginia.
Is Heinz Koch registered with the SEC?
Yes. Heinz Koch is registered as an investment adviser representative in TX and VA (CRD 2918650), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Courage Miller Partners manage?
Courage Miller Partners reports $480.7M across 840 accounts in assets under management.
How do I contact Heinz Koch?
Contact details aren't on file yet. Search for Courage Miller Partners.
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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