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

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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.

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.