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- Custodian
- Capital Bank · Charles Schwab & Company · Security Benefit
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-02-2004
- Office Locations
- 1
Office Locations
About LIG Capital Management, LLC
LIG Capital Management provides personalized portfolio management across clients’ investing stages, combining traditional investing with active, rules-based in-house risk management to help manage downside and preserve wealth. Portfolios are customized by time horizon and objectives, with flexibility to shift exposures (including to cash or bonds) as conditions change. Fee-only pricing with no trade commissions or proprietary products; supports retail and institutional clients and works with custodians such as Schwab.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
MARK ROUGH HUMPHREYS
Investment Advisor, Partner
- CRD
- #2934648
- Ownership
- 25% but less than 50%
CHRIS JAMES LORENZEN
--
- CRD
- #4154864
- Ownership
- 25% but less than 50%
Focus momentum
Capital north summit
- CRD
- #28562
- Ownership
- 21.1%
Showing 2 of 4 owners & executives
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JULIE MARIE MAHANAY
--
- CRD
- #5434412
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,522,547 | $269,176 |
| Non-Discretionary | $172,884,168 | $324,970 |
| Total | $250,406,715 | $305,374 |
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Separately Managed Accounts
Total SMA Asset: $250,406,715
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $96,783,484 | 17.9% |
| Equity - Exchange | $209,246,973 | 38.7% |
| Cash | $234,659,397 | 43.4% |
| Total | $540,689,854 | 100.0% |