Samuel Ellis
Requisite Capital Management · Dallas, Texas
Samuel Ellis is a fee-only financial advisor at Requisite Capital Management in Dallas, Texas, who holds the CFP credential. Requisite Capital Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Requisite Capital Management |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $2.43B across 934 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6793632 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.requisitecm.com |
How Samuel's firm compares
- Requisite Capital Management's average account is about $2.6 million, from its Form ADV (assets managed divided by 934 accounts).
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Questions about Samuel
Is Samuel Ellis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Requisite Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Samuel charge for financial advice?
Samuel's firm, Requisite Capital Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Samuel Ellis based?
Samuel Ellis is based in Dallas, Texas.
What credentials does Samuel Ellis hold?
Samuel Ellis holds the CFP credential.
Is Samuel Ellis registered with the SEC?
Yes. Samuel Ellis is registered as an investment adviser representative in TX (CRD 6793632), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Requisite Capital Management manage?
Requisite Capital Management reports $2.43B across 934 accounts in assets under management.
How do I contact Samuel Ellis?
Through Samuel's website, www.requisitecm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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