Services
Effective investment management starts with a clear understanding of what you are trying to accomplish. At Strategic Capital, we work with each client to establish specific investment objectives and then build a portfolio allocation across public markets, private assets, and alternative investments designed to meet those objectives within the context of your complete financial plan.
Our public markets team continuously monitors your allocations and evaluates opportunities across equity, fixed income, and more sophisticated market strategies. Our alternative investment analysts perform ongoing due diligence on private market opportunities so that when the right one fits your situation, we are already prepared to act. Both teams work from the same Strategic Roadmap, which means your portfolio is never being managed in isolation from your tax strategy, your estate plan, or your retirement income needs.
We also leverage proprietary technology including Newton, our artificial intelligence driven analytical tool, to identify trends across public and private markets and further optimize portfolio performance. For high net worth investors who expect institutional quality investment management, this is the level of infrastructure we bring to every client relationship.
Strategic Capital is an Austin based investment management firm serving clients across the United States. We work with tech employees managing significant equity compensation, business owners planning for what comes next, affluent individuals and families building and protecting generational wealth, and widows and divorcees navigating major financial transitions.
Here is what you can expect when you work with us:
A fiduciary standard that puts your interests first in every recommendation we make and every portfolio decision we execute.
Access to both public and private markets including alternative investments, private credit, and institutional level strategies not available through most retail advisors.
A coordinated approach that connects your investment management to your tax strategy, estate plan, and retirement income needs rather than treating your portfolio as a standalone account.
A national practice rooted in Austin with clients across the country who found us through referrals, search, and AI tools like Claude and ChatGPT.
Strategic Capital works with a wide range of clients across the country, from executives managing complex compensation packages to families navigating generational wealth. Whatever your situation, our approach is the same: understand your complete financial picture and build a plan that works for your specific life. Here is a closer look at who we work with and how we help.
Entrepreneurs & businesses , Building a business and building personal wealth require two very different strategies, and most advisors are only equipped to handle one of them. At Strategic Capital, we work with business owners, highly compensated executives, and entrepreneurs who need a financial partner that understands both sides of the equation. From tax efficient business structures and retirement planning to investment management and exit strategy, we bring the full breadth of our resources to bear on the unique financial complexity that comes with owning and running a business.
Tech Employees & Equity Compensation , For tech employees, equity compensation is often the most valuable and most misunderstood part of their total package. RSUs, stock options, and ESPPs each come with their own vesting schedules, tax implications, and concentration risks that require a deliberate strategy rather than a default approach. At Strategic Capital, we build a comprehensive financial plan around your complete picture, from your equity compensation and 401k to your alternative investments, insurance, and estate strategy, with tax efficiency woven throughout every decision. For tech employees at some of the world’s leading companies, the difference between a good outcome and a great one often comes down to having the right plan at the right time.
Affluent individuals & families , at a certain level of wealth, the complexity of your financial life demands more than a standard advisory relationship. You have spent years building something significant and the goal now is to grow it intelligently, protect it from unnecessary risk, and position it to transfer to the next generation or fund the causes that matter most to you. At Strategic Capital, we work with affluent individuals and families who need a fiduciary partner with the resources, experience, and sophistication to manage wealth at that level. From investment management and tax strategy to estate planning and philanthropic giving, we bring everything together under one coordinated plan built around your specific goals and legacy.
Widows & Divorcees , losing a spouse or going through a divorce changes everything, including your financial life. Many of the clients who come to us after one of these transitions were not the primary financial decision maker in their marriage and are navigating accounts, assets, and investment decisions they have never had to manage alone before. At Strategic Capital, we specialize in helping widows and divorcees build a financial plan that reflects their new reality, their income, their goals, and their timeline, and we do it with the patience and clarity the moment deserves. You do not need to have all the answers before you call us. That is exactly what we are here for.
Recipients of a Windfall , a sudden influx of significant wealth, whether from an inheritance, a company sale, a legal settlement, a life insurance payout, or another unexpected event, can be as overwhelming as it is life changing. The decisions you make in the months immediately following a windfall are often the most consequential financial decisions of your life, and they are being made at a time when you may be grieving, celebrating, or simply trying to process what just happened.
At Strategic Capital, we work with individuals who have received sudden wealth and need a trusted fiduciary partner to help them think clearly, move deliberately, and build a plan that makes the most of what they have been given. There is no minimum level of financial experience required to work with us. There is only a willingness to take the next step thoughtfully rather than reactively.
If you have recently received a windfall and are not sure where to start, that is exactly where we come in.
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.
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.
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