LIG Capital Management, LLC

RIASEC RegisteredEst. 2022

Total AUM

$250M

Discretionary

$77.5M

31% of AUM

Avg account

$305K

Accounts

820

Employees

Advisory reps

Firm details

Headquarters: Oklahoma City, Oklahoma
CRD number: 130489
Registered since: June 10, 2022
Website: www.ligcam.com
Custodians: CHARLES SCHWAB & CO., INC., CHARLES SCHWAB & CO., INC., CAPITAL BANK AND TRUST COMPANY, SECURITY BENEFIT
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI49.53%
Individuals34.11%
Pension & Profit Sharing Plans15.15%
Corporations / Businesses1.2%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

LIG Capital Management, LLC is an independent, SEC-registered registered investment adviser (since 2022) organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients and focuses on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing supplemented by hourly and fixed-fee engagements. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. It is not a multi-state or related adviser, and it does not provide pension consulting services.