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REQUISITE CAPITAL MANAGEMENT LLC
CRD 283107File 801-110215
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.43B
Top 25% of cohort (national)
Discretionary AUM
$1.16B
Non-discretionary $1.26B
Clients
231
934 accounts
Employees
11
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 2, 2017
- Principal office
- 4001 MAPLE AVENUE, SUITE 290, DALLAS, TX, 75219
- Phone
- (469) 373-3399
- Website
- HTTP://WWW.REQUISITECM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.43B
- Discretionary AUM
- $1.16B
- Non-discretionary AUM
- $1.26B
- Discretionary accounts
- 828
- Non-discretionary accounts
- 106
- Total accounts
- 934
- AUM per client
- $10.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $190.9M |
| Insurance companies | Fewer than 5 | $44.1M |
| Charitable organizations | 11 | $233.6M |
| High net worth individuals | 191 | $1.81B |
| Pooled investment vehicles | 2 | $134.9M |
| Individuals (other than high net worth individuals) | 27 | $9.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.