Strategic Capital · Austin, Texas
At Strategic Capital, our role is to help clients make clear, confident decisions in moments that matter.
Services
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 UsPlanning paths
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.
Client Experience
I have been with Strategic Capital since 2024. I've had multiple video conferences and emails with Chris and Bobby. I feel very comfortable with their advice, part of which is because they explains the benefits and risks in simple English. I am certain my account is being handled carefully, with a strong sense of responsibility, and there has never been a sense of them trying to rush through things. I know that I am in good hands here.
We’ve been working with Chris, Bobby, and Adam at Strategic Management, and we couldn’t be happier. They respond to every question quickly — and always with thoughtful, useful information that helps us make smart decisions with confidence. What really stands out is how genuinely they focus on our interests and goals as we move into this new chapter of retirement.
They’ve taken the time to understand our priorities and have built a comprehensive plan that aligns perfectly with our future needs. Every step feels well thought out, and that gives us immense peace of mind knowing that the guys at Strat Cap have truly “got this.” It’s a great feeling to know your financial future is in such capable, caring hands.
Chris and Isabella have been very helpful. They have been very attentive to considering my individual circumstances and needs in generating an investment plan I trust.
Highly recommend Bobby Russell at Strategic Capital. His depth of knowledge in financial planning is incredibly impressive, and the level of service he provides is top-tier. He genuinely cares about his clients' success.
I have had a great experience with Chris and Bobby. They were knowledgeable and patient as they helped us navigate the best options for our finances. I would recommend them to any of my friends and family who were looking to do the same.
The folks at Strategic Capital are super knowledgeable and go out of their way to provide personal service. Great service, great people
Incredible service!
When it comes Strategic cap. they just don't manage wealth, they create Meaningful relationship with my self. I love them and I love pet dogs too. 100%
Selected client reviews from Google.
Read all reviews on GooglePlease 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
Strategic Capital clients work with a principal-led advisory team.
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.
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.
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 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
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
Core planning areas for clients who need coordinated investment, retirement, tax-aware, estate, insurance, and family-office conversations.
Coordinate goals, cash flow, family priorities, and major financial decisions.
Disciplined portfolio guidance aligned with risk, time horizon, and planning needs.
Education and access conversations around alternative opportunities where appropriate.
Plan income, timing, account decisions, and tradeoffs before and after retirement.
Tax-aware portfolio customization for clients where direct indexing is suitable.
Guidance for equity-compensation decisions, concentration risk, and timing.
Coordinate tax-aware decisions with the broader advisory and professional team.
Help organize estate-related priorities in coordination with outside counsel.
Review protection needs and policy decisions within the broader financial plan.
Support for complex households that require broader coordination and continuity.
Start with 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.
Who We Help
Strategic Capital works with clients whose financial lives are becoming too interconnected for one-dimensional advice.
Guidance for equity compensation, concentrated stock, liquidity windows, and planning tradeoffs.
Advice for owners balancing business decisions, personal wealth, and long-term planning.
Coordinated planning for investments, tax-aware decisions, estate priorities, and family goals.
Calm support through financial transitions that require careful sequencing and coordination.
Help organize major liquidity events before decisions become rushed or permanent.
Business Owner Services
Planning support for owners and plan sponsors where business decisions, personal wealth, retirement plans, fiduciary responsibility, and employee education often overlap.
Coordinate business decisions, personal wealth, retirement planning, and ownership priorities.
Structure plan conversations that support employees, owners, and long-term business goals.
Support plan design, administration coordination, and ongoing fiduciary responsibilities.
Tailor retirement-plan conversations around owners, employees, and regulatory expectations.
Help organize plan oversight, documentation, governance, and decision-making processes.
Align retirement-plan operations with compliance-aware review and risk-management discipline.
Give employees clearer context for plan choices, retirement readiness, and next steps.
Strategic Capital + Waterloo
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.
Strategic Capital leads the relationship, advice process, and ongoing coordination.
Waterloo Capital adds institutional investment resources, infrastructure, compliance oversight, and planning support.
The model is designed for clients whose financial lives involve business ownership, equity, liquidity events, retirement planning, tax-aware decisions, and family priorities.
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