REQUISITE CAPITAL MANAGEMENT LLC

4001 Maple Avenue
Suite 290
Dallas, Texas 75219
Tel: (469) 373-3399

About REQUISITE CAPITAL MANAGEMENT LLC

REQUISITE CAPITAL MANAGEMENT LLC, formally registered with the SEC as REQUISITE CAPITAL MANAGEMENT LLC. The firm was established in 06/02/2017. They have over 1 offices throughout the country.

REQUISITE CAPITAL MANAGEMENT LLC is a Dallas, Texas based Financial Planning firm with nearly $1,657,612,224 assets under management, offering retirement planning & investment advisory services to 692 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283107
SEC#	801-110215
Assets Managed by Firm	$1,657,612,224
No. of Clients	692
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	692	$1,657,612,224
Individuals (other than high net worth individuals)	51	$17,428,811
High net worth individuals	125	$1,173,450,879
Charitable organizations	12	$123,356,246
Corporations or other businesses	Fewer than 5 clients	$208,722,577

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