LIFECOURSE CAPITAL, INC.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Alabama, United States

Employees

Total Number of Employees	4
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	4
Registered State Investment Advisers	3
Licensed Agents of an Insurance Company	3
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,350	$124.5M
Non-Discretionary	35	$2.0M
Total	1,385	$126.4M

Clients

Type	Number	RAUM
Individuals	504	$93.3M
HNW Individuals	35	$31.1M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	4	$2.0M
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	1	$16,948
Other	0	$0

Type	Number
No. of Non-RAUM Clients	3
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	11-25

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businesses
Compensation	% of AUMHourly chargesFixed fees
Other Business Activities	Registered representative of a broker-dealerInsurance broker or agentTAX PREPARATION SERVICES

Identifiers

SEC RIA File Number	801-126637
SEC ERA File Number	801-126637
SEC CIK Numbers	None
SEC CRD Numbers	128583
Legal Entity Identifier	None

Principal Office

8331 MADISON BLVD.
SUITE 100
MADISON
AL
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic