Requisite Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,822,607,358
Clients
218
Advisors
6
of 11 employees
About
Requisite Capital Management provides wealth management, investment management, and financial planning to individuals, high net worth clients, trusts, estates, and charitable organizations, and also works with pooled investment vehicles and insurance company clients. The firm offers both discretionary and non‑discretionary portfolio management, periodic reporting and administrative services such as account retitling.
The firm combines fundamental and technical analysis with a generally long‑term orientation while executing shorter‑term trades for rebalancing or client needs, and uses a broad investable universe that includes ETFs, private equity and private credit funds, direct investments, options, and margin. Requisite manages a substantial amount of non‑discretionary assets — roughly $1.26 billion of its reported $2.43 billion in regulatory AUM — and may charge performance‑based fees for Qualified Clients while also recommending independent managers when appropriate.
Noteworthy aspects relative to peers include its role as adviser, sponsor, and general‑partner participant in private pooled vehicles (including credit‑focused funds) and related incentive or revenue arrangements, disclosures the firm says it mitigates by not charging a separate advisory fee on those invested assets. The firm’s combination of managing pooled vehicles, accepting performance‑based fees, and serving insurance company clients alongside a large non‑discretionary book distinguishes it from many multi‑team advisory firms.
Client services
Expertise
Occupation focus
Fee options
Financial planning services fixed fee ranging from $2,500 to $25,000, negotiable based on complexity.
Performance-based fees may be charged to Qualified Clients with $1,000,000 under management or $2,100,000 net worth. Qualified Clients are not charged the standard investment advisory fee.
Account minimum: $5,000,000 or minimum advisory fee of $35,000 (waivable at Advisor's discretion) Minimum fee: Minimum investment advisory fee of $35,000 annually, waivable at Advisor's discretion Fee-only: Investment advisory fees generally range from 0.35% to 1.00% annually, or an agreed upon fixed fee, based on factors including complexity and assets under management. Fixed fees up to 1.00% annually are available.
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
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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