Advisors at this firm
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.
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.
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.
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.
Angelica P
Series 63, Series 65
Dallas, TX
Requisite Capital Management LLC
Angelica Parra is a financial advisor at Requisite Capital Management LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services Inc and Fallline Securities LLC. Outside of her advisory role, she serves as Vice President of the Little Forest Hills Neighborhood Association and is a member of the advisory board for Catch Up and Read, a nonprofit focused on literacy education. 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 select institutional clients. The firm constructs customized portfolios using fundamental and technical analysis with a generally long-term orientation, incorporating a variety of investable instruments and offering both discretionary and non-discretionary mandates.
Samuel E
CFP®
Dallas, TX
Requisite Capital Management LLC
Samuel Ellis is a CFP® professional based in Dallas, TX, with four years of industry experience. He has been with Requisite Capital Management LLC since 2018. Prior to that, he held positions at Publicis Hawkeye and UBS Financial Services in 2017. Requisite Capital Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and certain institutional clients. The firm offers customized portfolios with a long-term orientation that may include ETFs, equities, fixed income, options, private equity, and other investments, managing both discretionary and non-discretionary mandates.
Ryan D
CFA®, Series 66
Dallas, TX
Requisite Capital Management LLC
Ryan Dilworth is a CFA® charterholder with 18 years of industry experience. He has worked at Requisite Capital Management LLC since 2017 and previously was with UBS Financial Services Inc. and Fallline Securities, LLC. He is based in Dallas, TX. Requisite Capital Management is a registered investment adviser serving 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, employing a range of investable instruments and offering both discretionary and non-discretionary mandates.