Requisite Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 31, 2026, reports $2.4B in regulatory assets under management, 11 employees, and 934 accounts.
Assets Under Management
$2.4B
Employees
11
Offices
--
Total Clients
231
Primary office
DALLAS, TX
4001 MAPLE AVENUE, SUITE 290, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 82.7% of total clients.
Top client categories% of clientsClients
1
HNWI
82.7%
191
2
Individuals
11.7%
27
3
Charitable
4.8%
11
4
Pooled Investment Vehicles
0.9%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.4Bas of March 31, 2026
Discretionary48.0%
$1.2B
48% of total RAUM48.0%
Non-discretionary52.0%
$1.3B
52% of total RAUM52.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.4B
Total Accounts934
10Y AUM Change+$2.4B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee21:1
10Y Employee Change+10 (+1000.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.