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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 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

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Options & derivatives strategies Wealth management

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Financial planning services fixed fee ranging from $2,500 to $25,000, negotiable based on complexity.

Performance-based

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.

Other

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

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 with 23 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. Niemuth has been with Requisite Capital Management since 2019 as part of a seven-advisor team. Requisite Capital Management offers wealth management, investment management, financial planning, and private fund advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and some institutional clients. The firm employs fundamental and technical analysis to build customized portfolios with a generally long-term approach, while also accommodating shorter-term trading when appropriate.

Private / alternative investments Options & derivatives strategies Wealth management Founder/Business Owner
user avatar

Douglas J

Series 63, Series 65

Dallas, TX

Requisite Capital Management LLC

Douglas John is a financial advisor with Requisite Capital Management LLC in Dallas, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years and at Fallline Securities LLC for one year. Outside of his advisory role, he is involved in oil and gas investments through two sole proprietorships, LCA Capital, LLC and CPJ Hydrocarbons LLC. Requisite Capital Management provides wealth management, investment management, financial planning, and private fund advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pooled investment vehicles, and some institutional clients. The firm constructs customized portfolios using fundamental and technical analysis with a generally long-term orientation, trading shorter-term when appropriate, and offers a broad range of investable instruments.

Private / alternative investments Options & derivatives strategies Wealth management Founder/Business Owner
user avatar

Brannon A

Series 63, Series 65

Dallas, TX

Requisite Capital Management LLC

Brannon Albritton is a financial advisor at Requisite Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at J.P. Morgan Securities LLC from 2011 to 2024. Requisite Capital Management provides wealth management, investment management, financial planning, and private fund advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and certain institutional clients. The firm employs a customized portfolio approach using fundamental and technical analysis with a generally long-term orientation, while also accommodating shorter-term trading as client objectives or market conditions require.

Private / alternative investments Options & derivatives strategies Wealth management Founder/Business Owner
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 with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UBS Asset Management and Fallline Securities prior to joining Requisite Capital Management in 2017. Requisite Capital Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, pooled investment vehicles, and some institutional clients. The firm offers customized portfolios using fundamental and technical analysis with a long-term orientation, employing a range of investable instruments and servicing both discretionary and non-discretionary mandates.

Private / alternative investments Options & derivatives strategies Wealth management Founder/Business Owner
user avatar

Samuel E

CFP®

Dallas, TX

Requisite Capital Management LLC

Samuel Ellis is a CFP® professional with five years of industry experience. He has been with Requisite Capital Management LLC since 2018 and previously worked at Publicis Hawkeye and UBS Financial Services in 2017. Requisite Capital Management LLC provides wealth management, investment management, and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, pooled investment vehicles, and insurance company clients. The firm employs a combination of fundamental and technical analysis with a long-term orientation, offering both discretionary and non-discretionary portfolio management across a broad investable universe.

Private / alternative investments Options & derivatives strategies Wealth management Founder/Business Owner
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 has worked at Requisite Capital Management LLC since 2017 and previously held roles at Fallline Securities, LLC and UBS Financial Services Inc. Based in Dallas, TX, he is part of a six-advisor team at Requisite Capital Management. Requisite Capital Management provides wealth and investment management, as well as financial planning services, to individuals, high net worth clients, trusts, estates, charitable organizations, pooled investment vehicles, and insurance company clients. The firm combines fundamental and technical analysis with a long-term orientation, managing both discretionary and non-discretionary assets across a diverse investable universe that includes ETFs, private equity, private credit funds, and other instruments.

Private / alternative investments Options & derivatives strategies Wealth management Founder/Business Owner
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