Financial Services - Austin

Meet our Austin based Financial Services Company.

Unparalleled Customer Service

  • We are a fiduciary
  • We have robust alternative investment resources
  • Business-centric Offerings
  • Affluent Investors get unbiased strategy
  • Registered Investment Advisor

Financial Planning

We are Financial Advisors that take a holistic approach to your complete financial picture. 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 our 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.

Financial Planning

Holistic planning that encompasses all of your varied financial variables to improve clarity and potential, and enhance risk management. 

Financial Securities

The public markets and their historically important offerings have created wealth and grown wealth for many investors throughout the many decades of their existence. New technology, market offerings and innovation meet with traditional vehicles like ETF’s, Stocks, Bonds, Mutual Funds, options and derivatives, among others. Let us help you navigate these markets.

Alternative Investments

For those sophisticated or accredited investors that need alternatives to normal public markets, we can help you understand what’s available, all within the fiduciary relationship that advocates on your behalf. We can help you find the right alternative investments to meet goals you have – regardless of what those goals may be. 

Strategic Capital Network

We have vetted and established networks to provide resources to appropriate investors and entities that need capital for growth or strategic progression. Our deep roots in financial analytics helps us to make decisions based on important insights, and our partners and technology platforms help us to reduce risk on both sides of the capital equation. We can help you find the right resources and partners in the space you need.

Excellent
Based on 50 reviews
Ian Desmond
Ian Desmond
2022-03-15
Been a pleasure working with Strategic Capital. There advisors are very knowledgeable and show great care with their clients. Highly recommended!
Juan Leija
Juan Leija
2022-01-12
I want to start off by saying that I’m super thankful for all the help Adam, Chris, and their team have provided me. They have helped me find solutions for myself and my business with great communication and execution. Their coordination with my CPA to provide a strategy to operate at my best. Most importantly they’re a great team that treats me like family and are there when I need them.
Brian Butz
Brian Butz
2022-01-08
I appreciate how mutual understanding was created through economy of words that did not confuse me as we spoke of financial jargon, that can be super intimidating. I had the best experience with Adam in the company that I have ever had with any other financial institution. Highly recommended, good people, competent, will definitely help you accomplish your goal.
Keyla Maggessy
Keyla Maggessy
2022-01-05
Chris and Bobby are simple amazing. When I found them online, I had no idea they would become such an important part of my family’s financial planning. They’re professional, knowledgeable, and responsive and always act with our best interest at heart. Even though they have a good variety of investment and planning options to offer, they never pressure us to go one way or another. They’re just always there to help guide, and support. It doesn’t hurt that they’re also such nice people. My husband and I always have a great time when they come over to review stuff over a glass of wine!
Christopher Burns
Christopher Burns
2022-01-04
Chris and Bobby have been amazing to work with! Their knowledge and resources have proven to be a tremendous asset to our financial well-being. Thier ability to invest in various financial products including alternative investments have balanced our portfolio nicely. Very trustworthy, transparent, and responsive.
Lauren Cha
Lauren Cha
2021-11-23
Bobby Russell was a pleasure to work with. He is professional and knowledgeable and has a very warm and friendly demeanor. I always felt comfortable asking him questions, and that he had my best financial interests in mind. I would highly recommend his services.
RememberBackWhen
RememberBackWhen
2021-11-22
Amazing people! Chris H. is the best. Far exceeded my expectations.
Stephen Maestri
Stephen Maestri
2021-11-22
Over the last 10+ years I have trusted in Bobby Russell to assist me in all manner of financial counsel. As a man of integrity, he has continued to impress me with his ongoing commitment to excellence and attention to detail. His willingness to go above and beyond in insuring you have a full understanding of any process has guaranteed a client for life. I cannot recommend Bobby and his team at Strategic Capital enough to anyone looking to plan for their future.

Financial Services in Austin – We cater to your needs

As a fiduciary – your needs are our only focal point. Your financial life is a varied, integrated one, but so many advisors do not incorporate all aspects of prudent planning and risk management into their offerings. We built a practice upon the idea that the more understanding and simplicity that can achieved through proper financial planning, the better off you are, in business, in life and in the future. We are here to help you with your financial services needs in Austin.

We offer financial services to the following:

Entrepreneurs & Businesses

We work with business owners, entrepreneurs and high-level employees with sizable compensation packages. From traditional planning to innovative solutions that improve capabilities – we can advise you.

Affluent Individuals and Families

We are wealth management professionals that help families and individuals that are already affluent to protect and grow wealth to continue sustainability.

Windfall Recipients

Whether you are already comfortable with wealth or experiencing large windfall amounts for the first time – we can help you keep that new windfall and protect your future.

Employer Sponsors

We work with group retirement plans and sponsored or qualified plans to ensure stakeholders can get maximum benefit from contributions, and the plan can be sustainably grown and managed for risk.

Meet your Financial Services team in Austin

Adam D'Acierno

Adam D'Acierno

Founding Partner - Financial Advisor

adam@strat-capital.com

I specialize in helping businesses and business owners identify their needs, define success, and implement strategies to accomplish those goals.

Bobby Russell

Bobby Russell

Founding Partner - Financial Advisor

bobby@strat-capital.com

My comprehensive process embraces investments and insurance as an asset so that your whole financial life is magnified.

Chris Hernandez

Chris Hernandez

Founding Partner - Financial Advisor

chris@strat-capital.com

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.

Broad Based Financial Services

We are constantly improving our service offerings in the Financial Services arena. Our holistic portfolio of wealth management, business planning, public market, and private market offerings are integrated fully by our complementary access to strategic capital facilities and innovative technology based platforms.