{ "crd_number": 283107, "slug": "requisite-capital-management-llc-dallas-tx-283107", "primary_business_name": "REQUISITE CAPITAL MANAGEMENT LLC", "legal_name": "REQUISITE CAPITAL MANAGEMENT LLC", "dbas": [], "city": "Dallas", "state": "TX", "country": "United States", "cbsa_code": "19100", "metro": { "cbsa_code": "19100", "common_name": "Dallas", "msa_name": "Dallas-Fort Worth-Arlington, TX", "path": "/advisors/tx/dallas" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2017-06-02", "years_registered": 9, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 2426032420.0, "raum_discretionary": 1164081765.0, "raum_non_discretionary": 1261950655.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 11, "advisory_employees": 7, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 233555376.0, "count": 11 }, "individuals": { "raum": 9814208.0, "count": 27 }, "insurance_companies": { "raum": 44057424.0, "count": null, "fewer_than_5": true }, "high_net_worth_individuals": { "raum": 1812793150.0, "count": 191 }, "pooled_investment_vehicles": { "raum": 134931287.0, "count": 2 }, "corporations_other_businesses": { "raum": 190880975.0, "count": null, "fewer_than_5": true } }, "compensation_types": [ "fixed", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "financial_planning", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_pooled_vehicles", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "AL", "AZ", "CO", "LA", "TX" ], "websites": [ "https://linkedin.com/company/requisite-capital-management", "https://requisitecm.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283107", "city_as_filed": "DALLAS", "url": "https://advisorcensus.com/firm/requisite-capital-management-llc-dallas-tx-283107", "display_name": "Requisite Capital Management LLC", "summary": "Requisite Capital Management LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Requisite Capital Management LLC (CRD 283107): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Performance-based fees" ], "advisory_activity_labels": [ "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 advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Requisite Capital Management LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Requisite Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees." }, { "q": "What does Requisite Capital Management LLC's brochure say about its fees?", "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.35% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement." }, { "q": "Where is Requisite Capital Management LLC located?", "a": "Requisite Capital Management LLC's principal office is in Dallas, TX, according to its Form ADV." }, { "q": "Is Requisite Capital Management LLC registered with the SEC or a state?", "a": "Requisite Capital Management LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 283107." }, { "q": "How much does Requisite Capital Management LLC manage?", "a": "Requisite Capital Management LLC reports $2,426,032,420 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (48% discretionary)." }, { "q": "How have Requisite Capital Management LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Requisite Capital Management LLC: Regulatory assets under management: $1,007,373,281 in the October 2021 data and $2,426,032,420 in the October 2026 data, up 141%. Total employees: 7 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Requisite Capital Management LLC serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (191); individuals (other than high net worth individuals) (27); charitable organizations (11)." }, { "q": "Which custodians does Requisite Capital Management LLC use?", "a": "Requisite Capital Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Requisite Capital Management LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283107" }, { "q": "What changed in Requisite Capital Management LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $1,987,793,761 to $2,426,032,420 (+22%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1007373281.0, "total_employees": 7, "filing_date": "2021-09-22" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1049168259.0, "total_employees": 7, "filing_date": "2022-08-16" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1358126383.0, "total_employees": 7, "filing_date": "2023-09-12" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1657612224.0, "total_employees": 8, "filing_date": "2024-07-10" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1987793761.0, "total_employees": 10, "filing_date": "2025-06-24" }, { "period": "2026-10-01", "regulatory_assets_under_management": 2426032420.0, "total_employees": 11, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $1,987,793,761 to $2,426,032,420 (+22%)." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 31, 2026", "tiers": [], "flat_rate": null, "stated_range": "0.35% to 1% a year", "stated_maximum": null, "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: 0.35% to 1% a year (a range, as the brochure states it)" ], "quotes": [ "Investment advisory fees generally range from 0.35% to 1.00%, or an agreed upon fixed fee, annually based on several factors, including: the complexity of the services to be provided, wealth planning services, reporting needs, the level of assets to be managed, and the overall relationship with the Advisor." ] } ], "quotes": [ "Investment advisory fees generally range from 0.35% to 1.00%, or an agreed upon fixed fee, annually based on several factors, including: the complexity of the services to be provided, wealth planning services, reporting needs, the level of assets to be managed, and the overall relationship with the Advisor." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "Fidelity Brokerage Services LLC", "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/requisite-capital-management-llc-dallas-tx-283107.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 27, "fewer_than_5": false, "raum": 9814208.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 191, "fewer_than_5": false, "raum": 1812793150.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 2, "fewer_than_5": false, "raum": 134931287.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 11, "fewer_than_5": false, "raum": 233555376.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": null, "fewer_than_5": true, "raum": 44057424.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": null, "fewer_than_5": true, "raum": 190880975.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283107", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }