A complete list of active advisors currently associated with LIG Capital Management, LLC
Warmer can help you find a great advisor at LIG Capital Management, LLC or one who fits your needs even better.
LIG Capital Management is an SEC‑registered investment adviser managing roughly $250 million for a client base of individuals, high‑net‑worth clients, retirement plans, trusts, charitable organizations, and businesses through a four‑advisor team. The firm offers investment management and portfolio management services, retirement plan consulting and participant education, and financial planning limited to investment matters rather than comprehensive planning. Its investment platform includes discretionary programs — a Target Stock Strategy, an ETF Allocation Program, and a Core Discretionary Program that employ trend‑following methods, charting, and fundamental and technical analysis — alongside non‑discretionary advisory accounts that rely on Modern Portfolio Theory, asset allocation, and diversification. As disclosed in the brochure, LIGCM reported approximately $77 million managed on a discretionary basis and about $173 million on a non‑discretionary basis, meaning most client assets are managed under non‑discretionary arrangements. What is distinctive for the firm compared with peers is that a substantial majority of assets are non‑discretionary despite offering active, trend‑oriented discretionary strategies; this combination is uncommon among similar advisers. The brochure also notes that the firm may employ leverage, options, short sales and concentrated positions in managed accounts, does not offer comprehensive financial planning, and does not vote client proxies.
To learn more about the advisors currently working at LIG Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Oklahoma City, OK
| 25
| |
Oklahoma City, OK
| 26
| |
Oklahoma City, OK
| 18
| |
Oklahoma City, OK
| 16
|
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