Julie Mahanay is a registered investment advisor at Lig Capital Management, LLC, based in Oklahoma City, OK, with 18 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 283 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LIG Capital Management offers investment management services for the Target Stock Strategy, ETF Allocation Program, and Core Discretionary Program. Fees are based on a percentage of the assets managed in your account. The custodian may also charge a fee per trade. Account minimums are negotiable.
Location
3503 N.W. 63rd Street, Suite 100, Oklahoma City, OK, 73116-2203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Lig Capital Management, LLC
Previous Registrations
Bok Financial Advisors
Bok Financial Securities, INC.Broker
T.S. Phillips Investments, INC.Broker
Arvest Asset Management
Arvest Asset ManagementBroker
State Registrations1 state
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.