Requisite Capital Management LLC logo

Requisite Capital Management LLC

Updated today

Client assets under management

$1,822,607,358

Clients

218

88% high-net worth

Advisors

7

of 11 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

31

Very Low

Average account size

$8,360,584

About

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.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Options & derivatives strategies Wealth management

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial planning services fixed fee ranging from $2,500 to $25,000, negotiable based on complexity.

Performance-based

Performance-based fees may be charged to Qualified Clients with $1,000,000 under management or $2,100,000 net worth. Qualified Clients are not charged the standard investment advisory fee.

Other

Account minimum: $5,000,000 or minimum advisory fee of $35,000 (waivable at Advisor's discretion) Minimum fee: Minimum investment advisory fee of $35,000 annually, waivable at Advisor's discretion Fee-only: Investment advisory fees generally range from 0.35% to 1.00% annually, or an agreed upon fixed fee, based on factors including complexity and assets under management. Fixed fees up to 1.00% annually are available.

Main office location

Requisite Capital Management LLC

4001 Maple Avenue, Suite 290

Dallas TX 75219, United States

Number of offices

1

Most active in

Alabama · Arizona · Colorado · Louisiana · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Private / alternative investments Options & derivatives strategies Wealth management Founder/Business Owner
user avatar

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.

Private / alternative investments Options & derivatives strategies Wealth management Founder/Business Owner
user avatar

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.

Private / alternative investments Options & derivatives strategies Wealth management Founder/Business Owner
user avatar

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.

Private / alternative investments Options & derivatives strategies Wealth management Founder/Business Owner
user avatar

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.

Private / alternative investments Options & derivatives strategies Wealth management Founder/Business Owner
user avatar

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.

Private / alternative investments Options & derivatives strategies Wealth management Founder/Business Owner
user avatar

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.

Private / alternative investments Options & derivatives strategies Wealth management Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")