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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-02-2017
- Office Locations
- 1
Office Locations
About Requisite Capital Management LLC
Requisite Capital Management is a Dallas-based wealth management firm providing asset management and financial/wealth planning for individuals and entrepreneurs. The team emphasizes rethinking traditional asset allocation with a measurement-driven process supported by state-of-the-art technology and a secure cloud-based platform. Investment toolkit includes ETFs and private/alternative strategies (including private credit and private equity) with a risk-management focus. Custodies primarily with Fidelity/NFS and serves retail and institutional relationships.
Reported data analysis
What the numbers show
Between June 24, 2025 and March 31, 2026, reported AUM increased 22.0%, from $2.0B to $2.4B.
Across 5 reported observations, AUM increased 131.2% between August 16, 2022 and March 31, 2026, from $1.0B to $2.4B.
Of the latest reported AUM, 48.0% is discretionary and 52.0% is non-discretionary.
The firm reports 7 advisory representatives and 231 clients, or 33 clients per representative. That equates to $10.5M in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
BRYN BASIARDANES TALKINGTON
Managing Partner, Partner
- CRD
- #2466264
- Ownership
- 10% but less than 25%
DOUGLAS GEOFFREY JOHN JR
Managing Partner, Partner
- CRD
- #2813648
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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BRANNON JACKSON ALBRITTON
Executive Director, Financial Advisor
- CRD
- #5972471
RYAN CHASE DILWORTH
Director
- CRD
- #5127997
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,164,081,765 | $1,405,896 |
| Non-Discretionary | $1,261,950,655 | $11,905,195 |
| Total | $2,426,032,420 | $2,597,465 |
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Separately Managed Accounts
SMA allocation detail is available
Requisite Capital Management LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Requisite Capital Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.