Douglas John
Douglas John is a registered investment advisor at Requisite Capital Management LLC, based in Dallas, TX, with 29 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 209 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Requisite Capital charges a combined fee for investment management and financial planning services, based on the value of your portfolio. This fee ranges from 0.35% to 1.00% annually, or an agreed-upon fixed fee. The specific fee depends on the complexity of the services, wealth planning needs, reporting requirements, the amount of assets managed, and the overall relationship with Requisite Capital. Fees are negotiable.
Location
4001 Maple Avenue, Suite 290, Dallas, TX, 75219
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2004Other Business ActivitiesSells Insurance
Douglas is a sole proprietor of LCA Capital, LLC since 2006 and CPJ Hydrocarbons LLC since 2013, both related to oil and gas investments. He also works as an insurance agent, dedicating minimal time to this activity during securities trading hours.
Employment History
Current Registrations
Requisite Capital Management LLC
Previous Registrations
Fallline Securities LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Db Alex. Brown LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.