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Chris L

Series 63, Series 65

Oklahoma City, OK

LIG Capital Management, LLC

Chris Lorenzen is a financial advisor with LIG Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LIG Capital Management since 2004 and also serves as President of CLK Investments, Inc., a non-investment-related business. LIG Capital Management manages approximately $250 million for individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and businesses, offering both discretionary and non-discretionary investment strategies that include trend-following methods and Modern Portfolio Theory.

Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k)
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Stuart M

Series 66

Oklahoma City, OK

LIG Capital Management, LLC

Stuart Mccuan is a financial advisor at LIG Capital Management, LLC with 15 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank, National Association from 2010 to 2017. Outside of his advisory role, he serves as president of McCuan & Associates, a non-investment related S-corp. LIG Capital Management provides investment and portfolio management services to individuals, small businesses, retirement plans, trusts, and charitable organizations. The firm employs a combination of active, trend-following equity strategies and Modern Portfolio Theory–based asset allocation, managing a majority of its assets on a non-discretionary basis.

Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k)
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Mark H

Series 63, Series 65

Oklahoma City, OK

LIG Capital Management, LLC

Mark Humphreys is a financial advisor with LIG Capital Management, LLC in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at COMPASS Wealth Management, Phillips Capital Advisors, and Prudential Equity Group. Outside of investment advising, he serves as president of Mark Humphreys & Associates and is a manager at Peninsula Energy Logistics, involved in oil and gas pipeline transportation and logistics. LIG Capital Management is a four-advisor SEC-registered firm managing approximately $250 million for a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and businesses. The firm offers investment and portfolio management, retirement plan consulting, and financial planning focused on investment matters, with a distinctive approach that combines trend-following discretionary strategies and predominantly non-discretionary asset management.

Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k)
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Julie M

Series 66

Oklahoma City, OK

LIG Capital Management, LLC

Julie Mahanay is a financial advisor at LIG Capital Management, LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at BOK Financial, T S Phillips Investments, Inc, and Arvest Wealth Management. LIG Capital Management is an SEC-registered investment adviser managing approximately $250 million for individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary investment management services, utilizing trend-following strategies alongside traditional asset allocation and diversification approaches.

Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k)
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