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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

LIFECOURSE CAPITAL, INC.

CRD 128583

MADISON, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:87465c55-cbb0-6c8e-d7d9-609c2b7ad0f3

Data as of Aug 1, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 7
On other graphs: 0
Observed: Aug 26, 2022 to Aug 1, 2025
9 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $159MItem 5.F on the latest filing (2025-08-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $156M
Private client RAUM: $159MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,625
Individual clients: 564
High net worth clients: 23
SEC number: 801-126637
CRD: 128583
Filings on the tape: 9
First filed: Aug 26, 2022
Latest filed: Aug 1, 2025
Organised: Corporation, AL
Website: lccapital.net

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
JONES, MICHAEL, DWAIN	PRESIDENT / CHIEF COMPLIANCE OFFICER	Na	yes	07/2020	Aug 26, 2022	Mar 27, 2024
WILLIAMS, STEPHEN, JOE	Owner	D	yes	11/2001	Aug 26, 2022	Mar 27, 2024
WILLIAMS, DEENA, NANCE	OWNER / SECRETARY	D	no	11/2001	Aug 26, 2022	Mar 27, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2024	Apr 18, 2025	$159M	$156M	3	3	n/a	n/a
2023	Mar 27, 2024	$126M	$124M	4	3	n/a	n/a
2022	Mar 28, 2023	$109M	$109M	4	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	4	-4	n/a	0	0	0	1	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$159M	$126M	26.0%	n/a	n/a	4	4	1	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
VERUS CAPITAL PARTNERS, LLC	4	Oct 22, 2025	Oct 17, 2025	MADISON, AL	Firm absorbed	RIA to RIA	100.0%

Relationships

Registered with (4)

← STEPHEN JOE WILLIAMSAdvisorregistration: previous registration
Feb 25, 2005 to Oct 22, 2025factForm ADV
← MICHAEL DWAIN JONESAdvisorregistration: previous registration
Jan 12, 2012 to Oct 22, 2025factForm ADV
← Benjamin Graham WilliamsAdvisorregistration: previous registration
Apr 18, 2025 to Oct 22, 2025factForm ADV
← Elizabeth Ann StroupAdvisorregistration: previous registration
May 27, 2025 to Oct 22, 2025factForm ADV

Moved with (1)

→ VERUS CAPITAL PARTNERS, LLCRegistered adviser4 advisors, firm absorbed, same day
Oct 22, 2025 to Oct 17, 2025factForm ADV

Controls (2)

← WILLIAMS, STEPHEN, JOEOwnerOWNER, ownership code D, individual
Aug 26, 2022 to Mar 27, 2024factForm ADV
← JONES, MICHAEL, DWAINOwnerPRESIDENT / CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 26, 2022 to Mar 27, 2024factForm ADV

Owns (1)

← WILLIAMS, DEENA, NANCEOwnerOWNER / SECRETARY, ownership code D, individual
Aug 26, 2022 to Mar 27, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Oct 22, 2025
Firm absorbed
Lifecourse Capital, Inc.'s advisors moved to Verus Capital Partners, LLC (Madison, AL): 4 of 4 registered, on the same day
Form ADVobserved 5 days ago
4 advisors
Occurred
Oct 22, 2025
Advisor changed firm
Benjamin Graham Williams left Lifecourse Capital, Inc. for Verus Capital Partners, Llc (registered 2025-10-16)
Form ADVobserved 5 days ago
Occurred
Oct 22, 2025
Advisor changed firm
Michael Dwain Jones left Lifecourse Capital, Inc. for Verus Capital Partners, Llc (registered 2025-10-15)
Form ADVobserved 5 days ago
Occurred
Oct 22, 2025
Advisor changed firm
Elizabeth Ann Stroup left Lifecourse Capital, Inc. for Verus Capital Partners, Llc (registered 2025-10-15)
Form ADVobserved 5 days ago
Occurred
Oct 22, 2025
Advisor changed firm
Stephen Joe Williams left Lifecourse Capital, Inc. for Verus Capital Partners, Llc (registered 2025-10-17)
Form ADVobserved 5 days ago
Occurred
Aug 26, 2022
First Form ADV filing
Lifecourse Capital, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Dec 20, 2025
Lifecourse Capital, Inc. no longer on the SEC adviser roster (last listed 2025-09-02, RAUM $159.3M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:87465c55-cbb0-6c8e-d7d9-609c2b7ad0f3
First observed: Aug 26, 2022
Last observed: Aug 1, 2025 13 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LIFECOURSE CAPITAL, INC.

CRD 128583

MADISON, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:87465c55-cbb0-6c8e-d7d9-609c2b7ad0f3

Data as of Aug 1, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:43 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JONES, MICHAEL, DWAIN

PRESIDENT / CHIEF COMPLIANCE OFFICER

yes

07/2020

Aug 26, 2022

Mar 27, 2024

WILLIAMS, STEPHEN, JOE

Owner

yes

11/2001

Aug 26, 2022

Mar 27, 2024

WILLIAMS, DEENA, NANCE

OWNER / SECRETARY

11/2001

Aug 26, 2022

Mar 27, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Apr 18, 2025

$159M

$156M

n/a

2023

Mar 27, 2024

$126M

$124M

n/a

2022

Mar 28, 2023

$109M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-4

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$159M

$126M

26.0%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

VERUS CAPITAL PARTNERS, LLC

Oct 22, 2025

Oct 17, 2025

MADISON, AL

Firm absorbed

RIA to RIA

100.0%