A complete list of active advisors currently associated with Requisite Capital Management LLC

Warmer can help you find a great advisor at Requisite Capital Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Requisite Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.