About Us
Strategic Capital
Strategic Capital Is Your Registered Investment Advisor in Austin
Meet the proven IARs (Investment Adviser Representatives), CFAs® (Chartered Financial Analysts®), CFPs® (Certified Financial Planning®) professionals, and full team of financial specialists that make world class investment advisory services possible in Austin. For investors with more than $500k in investable assets, we are wealth management advisors who adhere to our fiduciary duty, and we’re experienced at navigating all aspects of asset management.
Strategic Capital powered by Waterloo’s platform gives you insights, options, and impeccable customer service from investment adviser representatives in Austin, Texas.
Our Journey as an Independent Registered Investment Advisor in Texas
Our holistic approach to financial planning and investment advice may be different than what you’ve experienced. As fiduciaries, 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 do what’s in our clients’ highest good and best interests.
We are very aware of the importance of teamwork, and we leverage the multiple specializations of each financial advisor within our firm to make the most of our capabilities for each client. Strategic Capital has served the Austin area since 2008.
The Team at Strategic Capital
At Strategic Capital, we take a team-based approach to financial planning. Our advisors bring different areas of expertise, experience, and perspective, allowing us to collaborate effectively on behalf of our clients. This structure enables thoughtful coordination across investments, tax strategy, retirement planning, estate considerations, and risk management. By working together, we are able to deliver a higher level of insight and continuity than any single advisor could provide alone.
Our team approach has been central to Strategic Capital since the beginning. While we share a common set of values, each advisor contributes unique strengths that enhance the quality of advice we provide. We invite you to learn more about our team and the experience each member brings to their work.
John Chatmas
Chief Executive Officer
Bennett Woodward, CFA®
Chief Investment Officer
Donald Simoneaux, CAIA®
Director of Alternative Investments
Isabella Richard
Financial Advisor
Logan Moulton, CFA®
President of IWS & Portfolio Manager
Randy Flowers, CFA®
Vice President of Investments & Portfolio Manager
Sajal Mutter
Junior Investment Analyst
Henry Looney
Investment Analyst
Michelle Kultgen, J.D.
Family Office Services Managing Director
Mark McAdams
Director of Family Office Services
Earline Chapa
Client Relations at Waterloo
Jordan Goforth
Client Service Associate
Eric Kane
Client Associate
Ella Kisluk
Executive Assistant
Taylor Chatmas
Marketing Manager
Business Planning, Insurance & Advanced Planning Capabilities
Our approach addresses the broader financial considerations that arise as wealth becomes more complex. In addition to investment management, we help clients navigate business planning, risk management, insurance strategy, and capital-related decisions as part of a coordinated, long-term plan. Strategic Capital delivers this advice independently and directly to our clients.
We have the technology, research, and infrastructure to provide institutional-level tools and investment capabilities that enhance the advice we provide.
At Strategic Capital, we combine personalized, fiduciary guidance with the depth, scale, and operational support typically available only to much larger institutions, while maintaining a highly relationship-driven client experience.