Lifecourse Capital, Inc.
CRD 128583SEC# 801-126637Madison, AL
No longer SEC-registered. Lifecourse Capital, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$159.3M
Employees
4
Accounts
1,625
Location
Madison, AL
Lifecourse Capital, Inc. assets under management
Lifecourse Capital, Inc. is a registered investment adviser overseen by the SEC based in Madison, AL. It reports $159.3 million in regulatory assets under management and employs 4 people.
Lifecourse Capital, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Deena Nance Williams | Owner / Secretary | 50-75% | 2001 |
| Michael Dwain Jones Control | President / Chief Compliance Officer | Under 5% | 2020 |
| Stephen Joe Williams Control | Owner | 50-75% | 2001 |
Frequently asked questions
How much does Lifecourse Capital, Inc. manage?
Lifecourse Capital, Inc. reports $159.3 million in regulatory assets under management on its Form ADV.
How many employees does Lifecourse Capital, Inc. have?
Lifecourse Capital, Inc. reports 4 employees.
Where is Lifecourse Capital, Inc. located?
Lifecourse Capital, Inc. is based in Madison, AL.
Does Lifecourse Capital, Inc. disclose fund performance?
Lifecourse Capital, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8331 Madison Blvd., Suite 100, Madison, AL 35758 |
| Office hours | 8:00 a.m. To 4:30 p.m. |
| Discloses disciplinary history | Yes |
Regulatory AUM
$159.3MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$159.3Mregulatory AUM
Discretionary $156.5MNon-discretionary $2.8M