CAPITAL ONE INVESTING, INC.
CRD #285084 SEC #801-111630 MCLEAN, VA (202) 539-1039
SEC Registered
Total AUM
$889.4M
Discretionary
$889.4M
Employees
118
Clients
--
Accounts
1,154
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $920.1M | $920.1M | $0 | 73 | 0 |
| Mar 2022 | $889.4M | $889.4M | $0 | 118 | 0 |
| Dec 2021 | $889.4M | $889.4M | $0 | 118 | 0 |
| Nov 2021 | $889.4M | $889.4M | $0 | 118 | 0 |
| Jul 2021 | $889.4M | $889.4M | $0 | 118 | 0 |
| Jun 2021 | $889.4M | $889.4M | $0 | 118 | 0 |
| May 2021 | $889.4M | $889.4M | $0 | 118 | 0 |
| Mar 2021 | $889.4M | $889.4M | $0 | 118 | 0 |
| Jan 2021 | $1.2B | $1.2B | $0 | 79 | 6 |
| Dec 2020 | $1.2B | $1.2B | $0 | 79 | 6 |
| Jul 2020 | $1.2B | $1.2B | $0 | 79 | 6 |
| Jun 2020 | $1.2B | $1.2B | $0 | 79 | 6 |
| Jun 2020 | $1.2B | $1.2B | $0 | 79 | 6 |
| May 2020 | $1.2B | $1.2B | $0 | 79 | 6 |
| Mar 2020 | $1.2B | $1.2B | $0 | 79 | 6 |
| Feb 2020 | $1B | $1B | $0 | 48 | 6 |
| Feb 2020 | $1B | $1B | $0 | 48 | 6 |
| Jan 2020 | $1B | $1B | $0 | 48 | 6 |
| Dec 2019 | $1B | $1B | $0 | 48 | 6 |
| Dec 2019 | $844.2M | $844.2M | $0 | 48 | 6 |
| Oct 2019 | $746.1M | $746.1M | $0 | 44 | 6 |
| Aug 2019 | $746.1M | $746.1M | $0 | 44 | 6 |
| Aug 2019 | $746.1M | $746.1M | $0 | 44 | 6 |
| Jun 2019 | $721.6M | $716.9M | $4.7M | 44 | 6 |
| Mar 2019 | $721.6M | $716.9M | $4.7M | 44 | 6 |
| Jan 2019 | $574.6M | $569.5M | $5.1M | 44 | 19 |
| Dec 2018 | $574.6M | $569.5M | $5.1M | 44 | 19 |
| Dec 2018 | $351.7M | $346.3M | $5.4M | 39 | 19 |
| Oct 2018 | $351.7M | $346.3M | $5.4M | 39 | 19 |
| Oct 2018 | $281.8M | $276.3M | $5.5M | 34 | 19 |
| Sep 2018 | $281.8M | $276.3M | $5.5M | 34 | 19 |
| Aug 2018 | $281.8M | $276.3M | $5.5M | 34 | 19 |
| Jul 2018 | $281.8M | $276.3M | $5.5M | 34 | 19 |
| Apr 2018 | $127.6M | $127.6M | $0 | 28 | 19 |
| Mar 2018 | $127.6M | $127.6M | $0 | 28 | 19 |
| Feb 2018 | $231.5M | $79.8M | $151.7M | 23 | 0 |
| Nov 2017 | $231.5M | $79.8M | $151.7M | 23 | 0 |
| Sep 2017 | $212.2M | $82.7M | $129.6M | 23 | 0 |
| Aug 2017 | $100.2M | $1M | $99.1M | 20 | 0 |
DateMar 2022
Total AUM$920.1M
Discretionary$920.1M
Non-Disc.$0
Employees73
Clients0
DateMar 2022
Total AUM$889.4M
Discretionary$889.4M
Non-Disc.$0
Employees118
Clients0
DateDec 2021
Total AUM$889.4M
Discretionary$889.4M
Non-Disc.$0
Employees118
Clients0
DateNov 2021
Total AUM$889.4M
Discretionary$889.4M
Non-Disc.$0
Employees118
Clients0
DateJul 2021
Total AUM$889.4M
Discretionary$889.4M
Non-Disc.$0
Employees118
Clients0
DateJun 2021
Total AUM$889.4M
Discretionary$889.4M
Non-Disc.$0
Employees118
Clients0
DateMay 2021
Total AUM$889.4M
Discretionary$889.4M
Non-Disc.$0
Employees118
Clients0
DateMar 2021
Total AUM$889.4M
Discretionary$889.4M
Non-Disc.$0
Employees118
Clients0
DateJan 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees79
Clients6
DateDec 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees79
Clients6
DateJul 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees79
Clients6
DateJun 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees79
Clients6
DateJun 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees79
Clients6
DateMay 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees79
Clients6
DateMar 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees79
Clients6
DateFeb 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees48
Clients6
DateFeb 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees48
Clients6
DateJan 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees48
Clients6
DateDec 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees48
Clients6
DateDec 2019
Total AUM$844.2M
Discretionary$844.2M
Non-Disc.$0
Employees48
Clients6
DateOct 2019
Total AUM$746.1M
Discretionary$746.1M
Non-Disc.$0
Employees44
Clients6
DateAug 2019
Total AUM$746.1M
Discretionary$746.1M
Non-Disc.$0
Employees44
Clients6
DateAug 2019
Total AUM$746.1M
Discretionary$746.1M
Non-Disc.$0
Employees44
Clients6
DateJun 2019
Total AUM$721.6M
Discretionary$716.9M
Non-Disc.$4.7M
Employees44
Clients6
DateMar 2019
Total AUM$721.6M
Discretionary$716.9M
Non-Disc.$4.7M
Employees44
Clients6
DateJan 2019
Total AUM$574.6M
Discretionary$569.5M
Non-Disc.$5.1M
Employees44
Clients19
DateDec 2018
Total AUM$574.6M
Discretionary$569.5M
Non-Disc.$5.1M
Employees44
Clients19
DateDec 2018
Total AUM$351.7M
Discretionary$346.3M
Non-Disc.$5.4M
Employees39
Clients19
DateOct 2018
Total AUM$351.7M
Discretionary$346.3M
Non-Disc.$5.4M
Employees39
Clients19
DateOct 2018
Total AUM$281.8M
Discretionary$276.3M
Non-Disc.$5.5M
Employees34
Clients19
DateSep 2018
Total AUM$281.8M
Discretionary$276.3M
Non-Disc.$5.5M
Employees34
Clients19
DateAug 2018
Total AUM$281.8M
Discretionary$276.3M
Non-Disc.$5.5M
Employees34
Clients19
DateJul 2018
Total AUM$281.8M
Discretionary$276.3M
Non-Disc.$5.5M
Employees34
Clients19
DateApr 2018
Total AUM$127.6M
Discretionary$127.6M
Non-Disc.$0
Employees28
Clients19
DateMar 2018
Total AUM$127.6M
Discretionary$127.6M
Non-Disc.$0
Employees28
Clients19
DateFeb 2018
Total AUM$231.5M
Discretionary$79.8M
Non-Disc.$151.7M
Employees23
Clients0
DateNov 2017
Total AUM$231.5M
Discretionary$79.8M
Non-Disc.$151.7M
Employees23
Clients0
DateSep 2017
Total AUM$212.2M
Discretionary$82.7M
Non-Disc.$129.6M
Employees23
Clients0
DateAug 2017
Total AUM$100.2M
Discretionary$1M
Non-Disc.$99.1M
Employees20
Clients0