Julie Mahanay
LIG Capital Management · Oklahoma City, Oklahoma
Julie Mahanay is a fee-only financial advisor at LIG Capital Management in Oklahoma City, Oklahoma. Julie charges a percentage of assets.
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Facts
| Firm | LIG Capital Management |
|---|---|
| Based in | Oklahoma City, Oklahoma |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $250.4M across 820 accounts |
| SEC registration | Investment adviser representative in OK · CRD 5434412 |
| Exams passed | Series 66 (2008) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.ligcam.com |
How Julie's firm compares
- LIG Capital Management's average account is about $305,000, from its Form ADV (assets managed divided by 820 accounts).
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Questions about Julie
Is Julie Mahanay a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Julie holds no broker registration, and LIG Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Julie charge for financial advice?
Julie charges a percentage of assets.
Where is Julie Mahanay based?
Julie Mahanay is based in Oklahoma City, Oklahoma.
Is Julie Mahanay registered with the SEC?
Yes. Julie Mahanay is registered as an investment adviser representative in OK (CRD 5434412), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does LIG Capital Management manage?
LIG Capital Management reports $250.4M across 820 accounts in assets under management.
How do I contact Julie Mahanay?
Through Julie's website, www.ligcam.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- LIG Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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