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Lifecourse Capital, Inc.

CRD 128583SEC# 801-126637Madison, AL
Export (members)
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.
View on SEC.gov ↗

Lifecourse Capital, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Deena Nance WilliamsOwner / Secretary50-75%2001
Michael Dwain Jones ControlPresident / Chief Compliance OfficerUnder 5%2020
Stephen Joe Williams ControlOwner50-75%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

Address8331 Madison Blvd., Suite 100, Madison, AL 35758
Office hours8:00 a.m. To 4:30 p.m.
Discloses disciplinary historyYes

Assets under management

Discretionary$156.5M
Non-discretionary$2.8M
Total (RAUM)$159.3M