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Building 2CAPITAL ONE INVESTING, INC.

Map pinMCLEAN, VA
Phone(202) 539-1039
NotebookSEC #801-111630
Total AUM
$920.1M
Employees
73
Clients
1,089

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1600 CAPITAL ONE DRIVE
22ND FLOOR
MCLEAN
VA 22102
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
(202) 539-1039
Other Offices
1

ReceiptFinancials

Total AUM
$920.1M
Accounts
1,089
Discretionary
$920.1M
Accounts
1,089
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
821
AUM
$236.7M
HNW Individual Clients
251
AUM
$602.3M
Charitable Organization Clients
1
AUM
$2M
Corporation or Business Clients
16
AUM
$79.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Civil ProceedingSEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
ALARAZCACOCTDCDEFLGAIAILINKSKYLAMAMDMIMNMONCNENHNJNMNYOHOKORPASCSDTNTXVAVTWAWI

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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