Overview
Assets Under Management: $159 million
Headquarters: MADISON, AL
High-Net-Worth Clients: 23
Average Client Assets: $1 million
Frequently Asked Questions
LIFECOURSE CAPITAL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #128583), LIFECOURSE CAPITAL, INC. is subject to fiduciary duty under federal law.
LIFECOURSE CAPITAL, INC. is headquartered in MADISON, AL.
LIFECOURSE CAPITAL, INC. serves 23 high-net-worth clients according to their SEC filing dated August 01, 2025. View client details ↓
According to their SEC Form ADV, LIFECOURSE CAPITAL, INC. offers financial planning and portfolio management for individuals. View all service details ↓
LIFECOURSE CAPITAL, INC. manages $159 million in client assets according to their SEC filing dated August 01, 2025.
According to their SEC Form ADV, LIFECOURSE CAPITAL, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.19
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,625
Discretionary Accounts: 1,606
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 128583
Filing ID: 1995418
Last Filing Date: 2025-08-01 13:32:00
Website: https://lccapital.net