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LIFECOURSE CAPITAL, INC.

MADISON, AL · CRD 128583 · IAPD ↗ · lccapital.net · 256-489-4400

$159.3MRegulatory AUM
4Advisory reps
4Employees
1Clients
1-10Planning clients
0Private funds
6States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2025 — LIFECOURSE CAPITAL, INC. (MADISON, AL) left the SEC roster (was $159.3M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
50
June 2025 — LIFECOURSE CAPITAL, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2025 — LIFECOURSE CAPITAL, INC. reported RAUM up 26% ($126.4M -> $159.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.