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BA

Brannon J. Albritton

REQUISITE CAPITAL MANAGEMENT LLC
Dallas, TX 75219
Some features on this profile are disabled
CRD#: 5972471
BA

Professional summary


Brannon Jackson Albritton, who also goes by Brannon Albritton, is a registered financial advisor currently at REQUISITE CAPITAL MANAGEMENT LLC located in Dallas, Texas.

Brannon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Brannon has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 79 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Brannon Albritton

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Brannon Jackson Albritton's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 23, 2025 - Present

REQUISITE CAPITAL MANAGEMENT LLC

Office #1: 4001 Maple Avenue Suite 290, Dallas, TX 75219
RIA
CRD#: 283107
Dallas, TX
Past

November 14, 2011 - August 12, 2024

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Houston, TX

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RC
REQUISITE CAPITAL MANAGEMENT LLC
REQUISITE CAPITAL MANAGEMENT LLC | SPRING ADVISORS, LLC

CRD#: 283107 / SEC#: 801-110215

RIA
Registered Investment Advisory firm - (6/2/2017 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(1/23/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/23/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RC
REQUISITE CAPITAL MANAGEMENT LLC
REQUISITE CAPITAL MANAGEMENT LLC | SPRING ADVISORS, LLC

CRD#: 283107 / SEC#: 801-110215

RIA
Registered Investment Advisory firm - (6/2/2017 Approved)
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Contact information


Main Address
4001 Maple Avenue Suite 290, Dallas, TX 75219
Mailing Address
Phone number
(469) 373-3399
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (5 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

REQUISITE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (5/5/2025)

Regulatory assets under management


Total Number of Accounts796
AUM (Assets Under Management)$ 1,987,793,761

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


REQUISITE CAPITAL MANAGEMENT LLC

CRD#: 283107Dallas, TX 75219

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