Strategic Capital · Austin, Texas

Fiduciary Wealth Manager in Austin, TX

At Strategic Capital, our role is to help clients make clear, confident decisions in moments that matter.

01 Fiduciary Advice 02 Financial Planning 03 Investment Management 04 Business Owner Strategy

Services

Holistic Wealth Management

Strategic Capital is a strategic financial partner for individuals, families, business owners, and technology professionals with complex financial lives. We help our clients grow and protect their wealth through disciplined investment management and coordinated tax, estate, and retirement planning. Based in Austin, Texas, Strategic Capital provides fiduciary advice designed for long-term relationships and real-world complexity.

We work with individuals and families who have reached a point where financial decisions carry real weight. When wealth spans investments, businesses, family considerations, and long-term obligations, it demands more than a transactional relationship. It requires judgment, coordination, and an advisor who is comfortable navigating these situations.

We bring structure to uncertainty, discipline to opportunity, and perspective to long-term planning. Our work is deliberate, our relationships are personal, and our advice is grounded in responsibility rather than momentum or trends.

Learn More About Us

Planning paths

What are you building toward?

Choose the goal or decision closest to what you are trying to accomplish. This experience helps organize context for a first conversation; it does not provide financial, investment, tax, or legal advice.

Equity Compensation / Tech Career Equity compensation, concentrated stock, tax exposure, and long-term wealth planning.

What may be happening

  • RSUs, stock options, ESPPs, or deferred compensation
  • Concentration risk from employer stock
  • Planning around liquidity windows or career changes

A first conversation may cover

  • Equity compensation planning
  • Tax planning coordination
  • Direct indexing or diversification strategy
  • Investment Management
  • Estate and insurance review when appropriate
See this starting path
Business Owner / Founder Business decisions, personal wealth, retirement plan design, and tax coordination often overlap.

What may be happening

  • Owner compensation and business cash flow
  • Retirement plan design or improvement
  • Exit planning, liquidity, or succession questions

A first conversation may cover

  • Business financial advisory
  • 401k or retirement plan consulting
  • Tax planning coordination
  • Investment Management
  • Estate and risk-management review
See this starting path
Family Wealth Investments, tax strategy, estate coordination, and family priorities need a unified plan.

What may be happening

  • Complex portfolio and family balance-sheet decisions
  • Estate planning or legacy concerns
  • Coordinating CPA, attorney, and advisory conversations

A first conversation may cover

  • Investment Management
  • Estate planning coordination
  • Tax planning strategies
  • Family office services
  • Insurance and risk planning
See this starting path
Major Life Transition Financial decisions can become urgent at exactly the moment life is least settled.

What may be happening

  • New responsibility for accounts or planning decisions
  • Income, estate, beneficiary, or liquidity questions
  • Need for patient organization before action

A first conversation may cover

  • Financial Planning
  • Investment Management
  • Estate and beneficiary review
  • Income and tax coordination
  • Insurance review when relevant
See this starting path
Windfall / Liquidity Event A large influx of wealth can create tax, investment, family, and timing decisions at once.

What may be happening

  • Inheritance, settlement, business sale, insurance proceeds, or stock event
  • Need to avoid reactive decisions
  • Questions about preservation, income, taxes, and legacy

A first conversation may cover

  • Investment Management
  • Tax planning coordination
  • Estate planning coordination
  • Risk and insurance review
  • Strategic financial roadmap
See this starting path
Employer Retirement Plan Sponsor Plan design, fiduciary responsibility, employee education, and regulatory oversight require structure.

What may be happening

  • 401k, 403b, cash balance, or group retirement plan questions
  • Fiduciary oversight or compliance concerns
  • Employee education and retention goals

A first conversation may cover

  • Plan design and administration
  • Fiduciary oversight consulting
  • Regulatory compliance and risk management
  • Employee retirement education
  • Provider and fee benchmarking
See this starting path

Client Experience

What clients are saying.

5.0 108 reviews on Google

Selected client reviews from Google.

Read all reviews on Google

Please note that the testimonials presented are from those individuals, some of which may be firm clients, who submitted a testimonial through Google, and do not represent the views of all firm clients. Testimonials relate solely to the individuals’ experience making such testimonial and there can be no assurance that others will have similar experiences. No direct compensation was paid for any of the testimonials presented on this website.

Strategic Capital Principals

Three principals. One advisory relationship.

Strategic Capital clients work with a principal-led advisory team.

Strategic Capital principals
Bobby Russell

Bobby Russell

Founding Partner · Financial Advisor

Bobby’s role starts with listening: understanding what brought a client in, where decisions overlap, and how to organize the next conversation without forcing the relationship into a predetermined lane.

Chris Hernandez

Chris Hernandez

Founding Partner · Financial Advisor

Complex questions are where Chris’s planning discipline is most visible. His work connects technical strategy to a coordinated planning framework grounded in long-term client needs.

Adam D’Acierno

Adam D’Acierno

Founding Partner · Financial Advisor

For business owners, company decisions and personal planning rarely stay separate. Adam helps connect the operating picture, retirement-plan considerations, the balance sheet, and long-term financial responsibilities within the broader advisory conversation.

Featured Media

Strategic Capital has been featured in financial media.

  • Barron's
  • Kiplinger
  • Nasdaq
  • Yahoo Finance
  • NerdWallet
  • Business Insider
  • TheStreet
  • MSN
  • Investor's Business Daily
  • GOBankingRates
  • Texas Monthly
  • CBS News New York
  • CBS Austin
  • Alliance for Lifetime Income
  • CNN

Strategic Capital is not affiliated with the above organizations. There was no compensation (cash or non-cash) to or from Strategic Capital to post the organization’s logos to this website. The organization’s logo should not be interpreted by a client or prospective client as an endorsement of Strategic Capital, if engaged.

What We Do At

Strategic Capital

At Strategic Capital, we provide a comprehensive wealth management approach, focused on both growth and protection. We specialize in working with individuals, families, technology professionals, executives, business owners, and others navigating investment and retirement decisions.

Advice Areas

Individual & Family Wealth

Core planning areas for clients who need coordinated investment, retirement, tax-aware, estate, insurance, and family-office conversations.

Financial Planning

Coordinate goals, cash flow, family priorities, and major financial decisions.

Investment Management

Disciplined portfolio guidance aligned with risk, time horizon, and planning needs.

Alternative Investments

Education and access conversations around alternative opportunities where appropriate.

Retirement Planning

Plan income, timing, account decisions, and tradeoffs before and after retirement.

Direct Indexing

Tax-aware portfolio customization for clients where direct indexing is suitable.

Stock Options, ESPPs & RSUs

Guidance for equity-compensation decisions, concentration risk, and timing.

Tax Planning Strategies

Coordinate tax-aware decisions with the broader advisory and professional team.

Estate Planning Strategies

Help organize estate-related priorities in coordination with outside counsel.

Insurance Planning

Review protection needs and policy decisions within the broader financial plan.

Family Office Services

Support for complex households that require broader coordination and continuity.

Start with a conversation

Start a Conversation

Schedule an introductory meeting with Strategic Capital to discuss where you are, what you are trying to clarify, and what a coordinated plan could look like.

Start a Conversation

Who We Help

Learn More About Who We Serve

Strategic Capital works with clients whose financial lives are becoming too interconnected for one-dimensional advice.

Tech Employees & Equity Compensation

Guidance for equity compensation, concentrated stock, liquidity windows, and planning tradeoffs.

Entrepreneurs & Businesses

Advice for owners balancing business decisions, personal wealth, and long-term planning.

Affluent Individuals & Families

Coordinated planning for investments, tax-aware decisions, estate priorities, and family goals.

Widows & Divorcees

Calm support through financial transitions that require careful sequencing and coordination.

Windfall Recipients

Help organize major liquidity events before decisions become rushed or permanent.

Business Owner Services

Services for Business Owners

Planning support for owners and plan sponsors where business decisions, personal wealth, retirement plans, fiduciary responsibility, and employee education often overlap.

Business Financial Advisor

Coordinate business decisions, personal wealth, retirement planning, and ownership priorities.

Group Retirement & Employer Sponsored Plans

Structure plan conversations that support employees, owners, and long-term business goals.

401K Plan Design & Administration

Support plan design, administration coordination, and ongoing fiduciary responsibilities.

Custom Retirement Plan Consulting

Tailor retirement-plan conversations around owners, employees, and regulatory expectations.

Fiduciary Oversight and Consulting

Help organize plan oversight, documentation, governance, and decision-making processes.

Regulatory Compliance & Risk Management

Align retirement-plan operations with compliance-aware review and risk-management discipline.

Retirement Education Services for Employers & Employees

Give employees clearer context for plan choices, retirement readiness, and next steps.

Strategic Capital + Waterloo

Focused relationship. Broader platform strength.

Strategic Capital is the advisory relationship clients experience directly. Waterloo provides the broader platform that supports the work behind the scenes including institutional investment resources, operational infrastructure, and compliance oversight.

This gives clients the continuity and attention of a dedicated advisory relationship, backed by the depth and resources of a larger institutional platform.

Dedicated advisory relationship

Strategic Capital leads the relationship, advice process, and ongoing coordination.

Broader platform support

Waterloo Capital adds institutional investment resources, infrastructure, compliance oversight, and planning support.

Built for complexity

The model is designed for clients whose financial lives involve business ownership, equity, liquidity events, retirement planning, tax-aware decisions, and family priorities.

Accessibility

This website is designed and maintained with WCAG 2.2 Level AA as our current accessibility target. Accessibility feedback receives priority review.