Requisite Capital Management LLC

Overview

Headquarters

Dallas, TX

Total Firm Assets

$2.4 billion

Average High-Net-Worth Client Portfolio Size

$9.5 million

Stated Minimum Account Size

$5,000,000

Fee Disclosure

Source: REQUISITE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (2026-10-19) · View brochure text

Stated Minimum Annual Fee: $35,000

Estimated Annual Advisory Fees

Estimates use the upper end of the disclosed range. Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets

74.72%

Number of High-Net-Worth Clients

191

Total Client Accounts

934

Discretionary Accounts

828

Non-Discretionary Accounts

106

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number

283107

• REQUISITE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (2026-10-19) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions