SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Requisite Capital Management LLC
Dallas, TX
CRD 283107
Firm filing updated March 31, 2026 ·
- $2.4BAssets
- 7Advisory staff
- 934Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals191
- Individuals27
- Charities11
- Pooled vehicles2
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 27 | $9.8 million |
| High net worth individuals | 191 | $1.8 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $134.9 million |
| Charitable organizations | 11 | $233.6 million |
| Insurance companies | Fewer than 5 clients | $44.1 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $190.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$2.4 billion
- Accounts934
- Discretionary$1.2 billion · 828 accounts
- Non-discretionary$1.3 billion · 106 accounts
People
- Employees11
- Advisory staff7
- Broker-dealer reps0
- Licensed insurance agents1
- Planning clients0
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 283107, SEC file 801-110215.
- Registered with the SEC as an investment advisor (status date on record: June 2, 2017).
Is Requisite Capital Management LLC a fiduciary?
Short answer: Requisite Capital Management LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
1 staff member is a licensed insurance agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.