Bryn
Talkington
Requisite Capital Management LLC
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About this Advisor
Bryn Talkington is a financial advisor based out of Houston, Texas with 6 years of industry experience. Talkington is an employee of Requisite Capital Management LLC. Over the course of their career, Talkington has held roles at Ubs Asset Management, Inc, Requisite Capital Management LLC and Fallline Securities, LLC. Talkington maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and can work in Texas. Requisite Capital Management LLC is a firm operating out of Dallas, TX. It handles $1 billion in assets under management across its 568 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to eight charities and foundations. Of its 568 customer accounts, 86% are held by high-net-worth individuals who have more than $1 million in investable assets. The company has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules typically are based on which services are offered. Fees charged by Requisite Capital Management LLC most likely include some blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Requisite Capital Management LLC Brokerage Details
$1,358,126,383
7
568
$2,391,068
Investment Advisory Services
- 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 of other advisers
Bryn Talkington Work History
Bryn has been registered as a financial advisor for 6 years.*
Requisite Capital Management LLC
Fallline Securities, LLC
Ubs Asset Management, Inc
Ubs Asset Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bryn Talkington to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Requisite Capital Management LLC
Dallas, TX
Dallas, TX
Houston, TX
Dallas, TX
Dallas, TX
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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