{"url":"https://nivawealth.com/firms/requisite-capital-management-283107","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/283107","regulatoryAum":2426032420,"crd":"283107","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5972471","suffix":null,"lastName":"ALBRITTON","firstName":"BRANNON","middleName":"JACKSON"},{"crd":"5127997","suffix":null,"lastName":"DILWORTH","firstName":"RYAN","middleName":"CHASE"},{"crd":"6793632","suffix":null,"lastName":"Ellis","firstName":"Samuel","middleName":"Max"},{"crd":"2813648","suffix":"JR","lastName":"JOHN","firstName":"DOUGLAS","middleName":"GEOFFREY"},{"crd":"2763773","suffix":null,"lastName":"NIEMUTH","firstName":"RACHEL","middleName":null},{"crd":"2466264","suffix":null,"lastName":"TALKINGTON","firstName":"BRYN","middleName":"BASIARDANES"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-08","regulatoryAum":1007373281,"clients":91,"employees":7,"offices":1},{"filedOn":"2022-04-27","regulatoryAum":1049168259,"clients":83,"employees":7,"offices":1},{"filedOn":"2023-03-27","regulatoryAum":1358126383,"clients":93,"employees":7,"offices":1},{"filedOn":"2024-07-10","regulatoryAum":1657612224,"clients":189,"employees":8,"offices":1},{"filedOn":"2025-06-24","regulatoryAum":1987793761,"clients":209,"employees":10,"offices":1},{"filedOn":"2026-03-31","regulatoryAum":2426032420,"clients":231,"employees":11,"offices":1}],"secFileNumber":"801-110215","legalName":"Requisite 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They include 191 high-net-worth individuals, 27 individual clients and 11 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Requisite Capital Management offer?","answer":"Requisite Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Requisite Capital Management charge?","answer":"Requisite Capital Management charges 0.35%–1.00% a year for its Wealth Management Services. The fee is billed in advance and is negotiable.","source":"REQUISITE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT, filed 19 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Requisite Capital Management use?","answer":"Requisite Capital Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $1.09B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Requisite Capital Management have?","answer":"Requisite Capital Management has 7 investment adviser representatives registered with state securities authorities, out of 11 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Requisite Capital Management invest in?","answer":"At the end of its last fiscal year, Requisite Capital Management’s separately managed accounts held 55% pooled vehicles (private funds and similar), 29% exchange-traded equities, 14% cash and equivalents, 1% U.S. government and agency bonds and 1% registered funds (mutual funds, ETFs, BDCs). It advises 2 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Requisite Capital Management?","answer":"Requisite Capital Management is owned through holding companies by John 2024 Irrevocable Trust F/B/O Doug John. Its direct owners are Bryn Talkington, CWC Ranger Investor LLC and Thackery Capital, LLC, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Requisite Capital Management get paid?","answer":"Requisite Capital Management is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Requisite Capital Management registered with the SEC?","answer":"Yes, Requisite Capital Management has been registered with the SEC as an investment adviser since 2 June 2017. Its CRD number is 283107 and its SEC file number is 801-110215.","source":"Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Requisite Capital Management?","answer":"Requisite Capital Management’s main office is at 4001 Maple Avenue, Suite 290, Dallas, TX 75219. Its phone number is 469-373-3399. 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