Lifecourse Capital, Inc. (Madison)

Name: Lifecourse Capital, Inc.
Address: 8331 Madison Blvd., Ste. 100, Madison, AL, 35758
Telephone: 256-489-4400

Lifecourse Capital, Inc. is an adviser based in Madison. It manages $20 million of regulatory assets for 900 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Alabama and Tennessee.

Lifecourse Capital provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lifecourse Capital: assets under management

The assets under management (AUM) of Lifecourse Capital, Inc. is $20 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -60% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $20 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $22.22 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lifecourse Capital, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Lifecourse Capital, Inc.

Stephen Joe Williams has been acting as President since 1 Nov 2001. David Paul Williams joined the executive team most recently as the Advisory Associate.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Stephen Joe Williams	President/chief compliance officer	1 Nov 2001	50% - 75%	2395948
David Paul Williams	Advisory associate	1 Nov 2001	Other	4326957
Deena Nance Williams	Secretary	1 Nov 2001	50% - 75%	4718614

Based in Madison

The principal office where Lifecourse Capital, Inc. performs its advisory services is located at 8331 Madison Blvd., Ste. 100, Madison, AL 35758, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 256-489-4400 or by fax 256-489-4403. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.lccapital.net.