Registered Investment Advisor in Texas
Austin Texas based Strategic Capital is a Registered investment Advisory firm in Austin and offers holistic, fee based advisory services without a conflict of interest. We are a fiduciary – our goal is your best interest. We offer a significant amount of investment options that can help you grow, manage and protect your wealth.
Financial Planning
We are Financial Advisors that take a holistic approach to your complete financial pictures. First and Foremost we are Fiduciaries, and have your best interest as our focus.
Financial Securities
We offer traditional Market offerings (stocks, bonds, mutual funds, and ETFs) to it's clientele, including other, more sophisticated offerings in the public markets.
Alternative Investments
Alternative Investments can help sophisticated and accredited investors meet financial goals and hedge market disruptions. We can help you navigate prudent Alternatives.
Strategic Financial Network
We're facilitators of financial resources that can help the right investors get the vehicles to fund important progression in their wealth management & business timelines.
Our Story about our journey to become the premier Registered Investment Advisor in Texas
Our holistic approach to financial planning may be different than what you’ve experienced. We’re specifically committed to our clients’ success above all else. We aren’t accountable to shareholders or boards for company profits. We’re accountable strictly to a standard of our clients’ highest good. Over the years there’s been a trend in the financial planning business toward independence, and we commend it. However, we are very aware of the importance of teamwork. We leverage multiple specializations in each financial advisor within our firm to make the most of our capabilities for each client. Combined our financial consulting firm has over 80 years’ experience in financial services.
At Strategic Capital we believe in a team approach to financial planning. This means that some of our financial advisors are more expert in business planning or insurance while others may specialize in personal wealth management. Yet these differences make us stronger as a team, because we work together to provide the best service for each client’s success no matter what kind of financial planning may be needed.
Our business planning clients find the team approach especially beneficial, because we have an advisor who specializes in business planning, human resources, and has extensive experience coaching employees on the best way to utilize workplace retirement savings options like 401(k) and employer matching.
The team approach has been a part of our practice from the beginning. We recognized that beyond our shared value to put clients’ success first, we each brought unique strengths to the table. Please see the “Meet Our Team” page to learn more about our Financial Advisors.
Adam D'Acierno
Founding Partner - Financial Advisor
I specialize in helping businesses and business owners identify their needs, define success, and implement strategies to accomplish those goals.
Bobby Russell
Founding Partner - Financial Advisor
My comprehensive process embraces investments and insurance as an asset so that your whole financial life is magnified.
Chris Hernandez
Founding Partner - Financial Advisor
I believe this combination of independence and teamwork is the best way to serve clients. It lets me provide you with the highest quality financial planning services, built for life long relationships with you.
An Registered Investment Advisor built for You
As a fee-based Registered Investment Advisor in Austin, Texas, we pride ourselves on giving affluent individuals, business owners and and broad range of other investors the choices, resources, experience and attention it takes to properly build and protect wealth.