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REQUISITE CAPITAL MANAGEMENT LLC
CRD 283107File 801-110215
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 11 | increased by1 |
| Apr 1, 2026 | Clients | 209 | 231 | increased by22 |
| Apr 1, 2026 | AUM | $1,987,793,761 | $2,426,032,420 | increased by$438,238,659 |
| Apr 1, 2026 | Accounts | 796 | 934 | increased by138 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 10 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 83 | 209 | increased by126 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,049,168,259 | $1,987,793,761 | increased by$938,625,502 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 477 | 796 | increased by319 |
| Apr 1, 2022 | Clients | 91 | 83 | decreased by8 |
| Apr 1, 2022 | AUM | $1,007,373,281 | $1,049,168,259 | increased by$41,794,978 |
| Apr 1, 2022 | Accounts | 296 | 477 | increased by181 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “REQUISITE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“REQUISITE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.