Cell: 832-264-8393

Off: 512-777-5823

HI, I'M BOBBY RUSSELL

AND I HELP PEOPLE BUILD A FUTURE THEY TRUST.

I grew up in a family of six that prided themselves on being financially disciplined and conservative. I was searching for a way to apply these concepts through my degree in Finance. As President of the Student Ambassadors for the McCoy College of Business, I met my mentor in the financial services industry. The rest, as they say, is history.


I joined the financial advising industry in 2010, during my senior year at Texas State University, and over the years I’ve actively pursued the professional licensing and training necessary to help a wide range of clients with their financial and retirement planning. I’ve presented these concepts to teachers, professionals, small business owners, and professional athletes. Regardless of their profession, everyone can benefit from asset protection* and tax-deferred growth my planning offers.


My comprehensive process embraces investments and insurance as an asset so that your whole financial life is magnified. Rather than focus on the first half of the game—strict accumulation—my concerns encompass the third and fourth quarters of life as well ensuring a balanced strategy that considers accumulation, distribution, risk and legacy. I welcome the opportunity to share these concepts with you. Please call me on my cell phone or message me using the form below.


Giving Back

Currently, Strategic Capital volunteers with six local school districts through our programs, “Never Been

Absent (NBA)” and “Never Found Late (NFL).” These programs are a fun and interactive way to

encourage student achievement and responsibility.

Learn More

Click the button below to let me know how I can help. I'll send you additional information that's personalized for your needs and reach out to schedule a time that we can talk.

Comprehensive Financial Planning

Strategies customized to your goals

For Your Future

Strategic Capital's goal driven approach to wealth management customizes a strategy for the future you want to create. We help you translate your goals to an investment roadmap. Then we'll manage it to keep everything on track.

For Your Family

We don't know what the future holds. But when you have put the right personal insurance strategies in place, you can feel confident that your family will have a bright financial future. I will work with you to put solutions in place that work with or without you.

For Your Business

You're leaving money on the table if you aren't optimizing your employee benefit plans, stock ownership, and key person insurance. The right tools will boost morale and engagement to help you retain the best talent. And there are strategies to reduce other risks.

Learn More

Click the button below to let me know how I can help. I'll send you additional information that's personalized for your needs and reach out to schedule a time that we can talk.

The Strategic Capital Advantage

The process of planning to achieve your goals

1


I LISTEN TO YOU.

The process of building your future begins wherever you are currently, no matter how far or near
retirement is for you.

2


I DESIGN YOUR CUSTOM PLAN

Your current situation, needs, and goals are the foundation of a good financial plan. This is why being
independent is key to the practice..

3


WE REVIEW THE PLAN

Planning is collaborative; and education is part of the value process. We talk about through the situation
and what it means for the future every time we review your plan.

4


I MONITOR PROGRESS

Ongoing monitoring and communication is one of the core values that we have built into Strategic
Capital. My clients know they can reach me on my cell phone if they need to share updates and life
events. I welcome this and it’s truly a pleasure to build strong lasting relationships with my clients.

Learn More

Click the button below to let me know how I can help. I'll send you additional information that's personalized for your needs and reach out to schedule a time that we can talk.

Copyright Bobby Russell - 2018

600 Congress Avenue / 14th Floor / Austin, TX 78701


Securities and investment advisory offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. RAA does not provide tax or legal advice.

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, DE, IL, IN, FL, KS, KY, LA, MD, MI, MO, NV, OH, OK, OR, PA, SC, TN, TX, and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. 

IMPORTANT CONSUMER INFORMATION

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.