Investment adviser · CRD 136865
CAPITAL ONE ADVISORS, LLC
Investment adviser filing (IA)
MCLEAN, VA, United States · Form ADV filed Mar 29, 2019
- Employees
- 67 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 6,736 | Not reported | Not reported |
Filing source
Form ADV 1285105 · Mar 29, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 29, 2019. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
1750 TYSONS BLVD, 6TH FLOORMCLEAN, VA, 22102, United States
CRD 136865
Filing source
Form ADV 1285105 · Mar 29, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.