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Douglas Geoffrey John

Investment adviser representative at Requisite Capital Management LLC
24 yearsExperience
1 stateRegistered in
$2.4BFirm assets
9 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

24 years in the industry.

  1. Requisite Capital Management LLCJun 2017 to now
  2. Fallline Securities LLCJun 2017 to Dec 2018
  3. UBS Financial Services Inc.Nov 2002 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996
  • Series 65 · Uniform Investment Adviser Law1996

State registrations

Registered as an investment adviser representative in 1 state (TX).

Requisite Capital Management LLC

$2.4BAssets managed
231Clients
6Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2813648
Firm CRD
283107
Advisor's SEC record (opens in a new tab)
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