Lig Capital Management
- Mark HumphreysPartner, INVESTment Advisor · Company website
- Stuart McCuanPartner, Investment Advisor · Company website
- Julie MahanayDirector of Client Services · Company website
- Danielle WhiteClient Service Manager · Company website
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Signs of a sale Unlikely to sell soon
- In business 22 years (since 2004)
From public records and the company's website, not a statement that it's for sale.
What they do
LIG Capital Management provides personalized portfolio management and wealth management services for individuals, institutions, and 401k plans, using risk managed strategies.
From the company's website. Industry: Financial advisors.
Customers & suppliers
Suppliers & brands
- Schwab Alliance · brand it sells or installs
- Advyzon · brand it sells or installs
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Lig Capital Management this business | $1.1M | — |
| Commerce Bank Oklahoma City | $1.9M | 0.0 mi |
| Midlands Injury Management Oklahoma City | $806K | 0.0 mi |
| Liberty Mutual Oklahoma City | $806K | 0.0 mi |
| Ibc Bank Oklahoma City | $1.9M | 0.1 mi |
| Love's Express Billing Credit Oklahoma City | $1.9M | 0.1 mi |
| Blue Cross and Blue Shield of Oklahoma Oklahoma City | $806K | 0.1 mi |
The full calculation
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $1.3M |
| Multiple for this size and industry | 3× |
| Value range | $437K – $2.1M |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Portfolio Management and Investment Advice businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.
| Revenue range | $443K – $1.4M |
| EBITDA range | $182K – $596K |
| Industry (NAICS) | Portfolio Management and Investment Advice (523940) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology
History & advisors
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Lig Capital Management
Lig Capital Management is a financial advisors company in Oklahoma City, Oklahoma, in business since 2004. It is owned by Chris Lorenzen (Co-Founder, Portfolio Manager). Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. Its estimated business value is $1.3M (likely range $437K–$2.1M).
Common questions
- Who owns Lig Capital Management?
- Lig Capital Management is owned by Chris Lorenzen (Co-Founder, Portfolio Manager), according to public sources such as the company's website or filings.
- How much revenue does Lig Capital Management make?
- SeeBITDA estimates Lig Capital Management's annual revenue at about $1.1M (likely between $443K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Lig Capital Management worth?
- About $1.3M, roughly 3× its estimated EBITDA of $439K, typical for a financial advisors company its size. Likely range: $437K–$2.1M.
- When was Lig Capital Management founded?
- Lig Capital Management has been in business since 2004.