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Requisite Capital Management LLC

Updated today

Client AUM

$1,822,607,358

Clients

218

Advisors

6

of 11 employees

About

Requisite Capital Management provides investment advisory and wealth management services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and pooled investment vehicles. Services described in the brochure include comprehensive financial planning, portfolio construction and monitoring, reporting, and referrals for outsourced CFO services and administrative tasks such as account retitling.

The firm combines fundamental and technical analysis with a generally long‑term orientation while allowing shorter‑term trading and rebalancing as market conditions require; its investable menu includes ETFs, equities, fixed income, option contracts, private equity and private credit funds, direct investments and margin transactions. A substantial portion of regulatory assets are managed on a non‑discretionary basis (approximately $1.26B non‑discretionary vs. $1.16B discretionary as of 12/31/2025), and the firm conducts due diligence on and advises clients about private funds, including affiliated credit fund vehicles.

Requisite Capital’s practice includes several features that distinguish it from many team advisers: it advises and administers pooled investment vehicles and acts as a private fund adviser/manager for affiliated funds, has the contractual ability to accept performance‑based fees for Qualified Clients, and discloses the use of option strategies and margin borrowings in client accounts. With roughly $2.43 billion in regulatory AUM and six advisors, the firm operates with a relatively large asset base per advisor and discloses additional adviser activities such as insurance licensing and outsourced CFO arrangements.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Options & derivatives strategies Active portfolio management Wealth management

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Fee options

Fixed

Financial planning services fixed fee ranging from $2,500 to $25,000; $200 flat fee for retitling services

Percentage

0.35% to 1.00% annually, negotiable based on complexity, asset size, and services

Performance-based

Performance-based fees charged only to Qualified Clients (with $1,000,000+ assets under management or $2,100,000 net worth); not charged investment advisory fee if performance fee charged

Other

Account minimum: $5,000,000 or $35,000 minimum fee (may be waived at discretion of Advisor) Minimum fee: Minimum investment advisory fee of $35,000 (may be waived at sole discretion of Advisor) Fee-only: Investment advisory fees based on assets under management, or fixed fees for financial planning services

Main office

4001 Maple Avenue, Suite 290

Dallas TX 75219

Advisors at this office

6

Most active in

Alabama · Arizona · Colorado · Louisiana · Texas

Also doing business as

Requisite Capital Management LLC · Spring Advisors, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Rachel N

Series 63, Series 65

Dallas, TX

Requisite Capital Management LLC

Rachel Niemuth is a financial advisor at Requisite Capital Management LLC in Dallas, TX, with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services Inc and Halcyon Wealth Advisors. She joined Requisite Capital Management in 2019, where she is part of a six-advisor team. Requisite Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs a combination of fundamental and technical analysis with a flexible investment approach and manages a substantial portion of assets on a non-discretionary basis.

Private / alternative investments Options & derivatives strategies Active portfolio management Wealth management
user avatar

Douglas J

Series 63, Series 65

Dallas, TX

Requisite Capital Management LLC

Douglas John Jr. is a financial advisor with Requisite Capital Management LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes 15 years at UBS Financial Services and shorter tenures at Deutsche Bank Securities Inc. and Fallline Securities LLC. Outside of his advisory role, he is involved in investment activities through sole proprietorships in the oil and gas exploration and production sector. Requisite Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs a combination of fundamental and technical analysis with a generally long-term orientation, offering a diverse investable menu including ETFs, equities, fixed income, options, private equity, and credit funds.

Private / alternative investments Options & derivatives strategies Active portfolio management Wealth management
user avatar

Brannon A

Series 63, Series 65

Dallas, TX

Requisite Capital Management LLC

Brannon Albritton is a financial advisor with Requisite Capital Management LLC in Dallas, TX, holding Series 63 and Series 65 designations and over 14 years of industry experience. He previously worked at J.P. Morgan Securities from 2011 to 2024 before joining Requisite Capital Management. Requisite Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs a blend of fundamental and technical analysis with a generally long-term orientation, offering a broad range of investment options including ETFs, equities, fixed income, options, private equity, and private credit funds.

Private / alternative investments Options & derivatives strategies Active portfolio management Wealth management
user avatar

Bryn T

Series 63, Series 66

Dallas, TX

Requisite Capital Management LLC

Bryn Talkington is a financial advisor at Requisite Capital Management LLC in Dallas, TX, with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at UBS Asset Management and Fallline Securities prior to joining Requisite Capital in 2017. Requisite Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pooled investment vehicles. The firm uses a combination of fundamental and technical analysis with a generally long-term orientation, offering a diverse investable menu that includes ETFs, equities, fixed income, option contracts, private equity, private credit funds, and direct investments.

Private / alternative investments Options & derivatives strategies Active portfolio management Wealth management
user avatar

Samuel E

CFP®

Dallas, TX

Requisite Capital Management LLC

Samuel Ellis is a CFP® professional with eight years at Requisite Capital Management LLC and a total of five years in the financial advisory industry. Prior to joining Requisite, he had brief roles at Publicis Hawkeye and UBS Financial Services. He is based in Dallas, TX. Requisite Capital Management LLC provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs a combination of fundamental and technical analysis with a generally long-term focus, offering a varied investment menu that includes ETFs, equities, fixed income, options, private equity, and credit funds, among other strategies.

Private / alternative investments Options & derivatives strategies Active portfolio management Wealth management
user avatar

Ryan D

CFA®, Series 66

Dallas, TX

Requisite Capital Management LLC

Ryan Dilworth is a CFA® charterholder with 19 years of industry experience. He is currently with Requisite Capital Management LLC, where he has worked since 2017. Prior to that, he held positions at UBS Financial Services and Morgan Stanley. Requisite Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pooled investment vehicles, combining fundamental and technical analysis with a flexible investment approach that includes ETFs, equities, fixed income, options, private equity, and private credit funds.

Private / alternative investments Options & derivatives strategies Active portfolio management Wealth management
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