SageView Advisory Group Acquires Capital One Investing Wealth Management Business

April 21, 2022

SageView Advisory Group completed the acquisition of Capital One Investing, a $900 million wealth management business formerly owned by Capital One Financial Corporation. The deal transferred advisors, associates and accounts to SageView (supported by private-equity partner Aquiline) and expands SageView’s retirement-plan and wealth-management capabilities and AUM.

Targets
Capital One Investing
Sellers
Capital One Investing, Capital One Financial Corporation
Location
Virginia, United States
Transaction Type
Divestiture

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