Requisite Capital Management Llc
- Regulatory AUM
- $2.4B
- Discretionary
- $1.2B
- Clients
- 231
- Avg AUM / client
- $10.5M
- Accounts
- 934
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 27 | $9.8M | 0.4% |
| High net worth individuals | 191 | $1.8B | 74.7% |
| Pooled investment vehicles (non-investment companies) | 2 | $135M | 5.56% |
| Charitable organizations | 11 | $234M | 9.63% |
| Insurance companies | Fewer than 5 clients | $44.1M | 1.82% |
| Corporations and other businesses | Fewer than 5 clients | $191M | 7.87% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $81.8M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Marble Credit Facility Fund Iii Credit Facility, Llc feeder | Other Private Fund | Texas | $81.8M | 28 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Douglas Geoffrey John | Managing Partner | Jun 2017 (9y) | Less than 5% | |
| Bryn Basiardanes Talkington | Managing Partner | Jun 2017 (9y) | 10% – 25% | |
| Yates, Thomas, Kenneth | Chief Compliance Officer | Sep 2024 (2y) | Less than 5% | |
| Ryan Chase Dilworth | Registered representative | CFA | Jun 2017 (9y) | |
| Rachel Niemuth | Registered representative | Jun 2021 (5y) | ||
| Samuel Max Ellis | Registered representative | CFP | Sep 2021 (5y) | |
| Brannon Jackson Albritton | Registered representative | Jan 2025 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cwc Ranger Investor Llc | Member | May 2024 | A | 25% – 50% |
| Thackery Capital, Llc | Member | Sep 2024 | A | 25% – 50% |
| Cwc Fund, Lp | Limited Partner | May 2024 | B | ≈ 18.75% – 50% via Cwc Ranger Investor Llc |
| Catalina Capital, Lp | Limited Partner | Sep 2024 | B | ≈ 18.75% – 50% via Thackery Capital, Llc |
| John 2024 Irrevocable Trust F/B/O Doug John | Owner | Sep 2024 | B | ≈ 6.25% – 25% via Thackery Capital, Llc |
| Cwc Fund Gp, Llc | General Partner | May 2024 | B | GP / trustee / elected manager of Cwc Fund, Lp (indirect) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Cwc Fund, Lp: 75% – 100% of Cwc Ranger Investor Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Catalina Capital, Lp: 75% – 100% of Thackery Capital, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- John 2024 Irrevocable Trust F/B/O Doug John: 25% – 50% of Thackery Capital, Llc × 25% – 50% direct ≈ 6.25% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $81.8M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Marble Credit Facility Fund Iii Credit Facility, Llc | Other Private Fund | $81.8M | $250K | 28 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.34 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $1.1B (45% of AUM) Mar 2026
- Raymond James $269M (34% of AUM) Mar 2019
- Interactive Brokers $106M (10% of AUM) Aug 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗