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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.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
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%
Beacon quantum
Vector peak
- CRD
- #72963
- Ownership
- 37.8%
Showing 2 of 3 owners & executives
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BRANNON JACKSON ALBRITTON
--
- CRD
- #5972471
RYAN CHASE DILWORTH
Director
- CRD
- #5127997
Value meridian
Crest element
- CRD
- #81743
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $870,587,004 | $1,256,258 |
| Non-Discretionary | $1,117,206,757 | $10,846,668 |
| Total | $1,987,793,761 | $2,497,228 |
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Separately Managed Accounts
Total SMA Asset: $1,877,046,878
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,379,425,648 | 30.7% |
| Equity - Exchange | $1,550,168,887 | 34.5% |
| Cash | $894,155,387 | 19.9% |
| Public Funds | $669,493,230 | 14.9% |
| Total | $4,493,243,152 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON ATLAS | INSIGHT NORTH | UP8653T6Q | ZTYVN | 7.96% | $18,781,746 |
| PIONEER OAK PATHWAY | UNISON TIMBER | D5ZLI8504 | KKW | 2.46% | $12,940,133 |
| VITAL RIDGE CATALYST | ATLAS PIONEER | 37O82QK3M | MUHD | 1.06% | $48,521,689 |
| INSIGHT ATLAS | PATHWAY DELTA | XMEDD48MO | NAL | 8.21% | $30,735,147 |
| SIGNAL SIGNAL | EAGLE INSIGHT | 4SYYRX8DW | KGBMU | 3.17% | $18,792,699 |
| RIDGE MERIDIAN | UNISON WAVE | MMOUZ75YW | KJJYT | 5.69% | $61,296,827 |
| QUANTUM EAGLE | SUMMIT VITAL | IUJ5PU815 | SCOVN | 5.18% | $14,696,635 |
| BEACON MATRIX EMBER | PEAK VALUE | S4ZHS3G9K | GQTT | 11.75% | $104,666,687 |