TrueAdvisor
TrueAdvisor
SW
SW

Stephen Williams

Verus Capital Partners, LLC
32 Years of Experience
Madison, AL
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Stephen Williams is a registered investment advisor at Verus Capital Partners, LLC, based in Madison, AL, with 32 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 5,642 clients with $2.3B in assets under management.

Verus Capital Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
5,642 clients
Average Client Portfolio
$406K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.50%
$500K+2.00%

Fees are negotiable based on account complexity, composition, and expected future asset additions.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8331 Madison Boulevard, Suite 100, Madison, AL, 35758

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
May 2007
Final
Customer Dispute
December 2004
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Stephen sells insurance products, including fixed annuities, life insurance, and long-term care insurance, dedicating about a quarter of his time to this. He also owns LifeCourse Capital Inc. (an RIA), LifeCourse Tax Services, Inc., Abundance Building Concepts LLC, and rents office space.

Employment History
Current Registrations
Verus Capital Partners, LLC
October 2025 - Present · 1 yr
LPL Financial LLCBroker
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Next Financial Group, INC.Broker
February 2007 - July 2025 · 18 yrs 5 mos
Lifecourse Capital, INC.
February 2005 - October 2025 · 20 yrs 8 mos
Ssn Advisory, INC.
October 2003 - July 2004 · 9 mos
Securities Service Network, INC.Broker
October 2003 - February 2007 · 3 yrs 4 mos
Raymond James Financial Services
December 2001 - October 2003 · 1 yr 10 mos
Raymond James Financial Services, INC.Broker
November 2001 - October 2003 · 1 yr 11 mos
Edward JonesBroker
January 1994 - November 2001 · 7 yrs 10 mos
State Registrations25 states
ALARAZCACOFLGAIDINLAMDMIMOMSNCNMNYOHOKPASCTNTXUTVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Madison, AL →All financial advisors in Alabama →