SageView Advisory Group, LLC agreed to acquire Capital One Investing, Inc. from Capital One Financial Corporation (NYSE:COF) in December, 2021. Capital One Investing, Inc. has $900 million Asset Under Management. The Wealth Management team of Capital One Investing including advisors, associates and accounts will transition to SageView. The advisors and client support teams will join SageView employees as part of this transaction and will continue to work remotely. The transaction is expected to close in second quarter of 2022, subject to customary closing conditions. Bryan Cave Leighton Paisner LLP acted as legal advisor to SageView. Centerview Partners acted as financial advisor to Capital One and Wachtell, Lipton, Rosen & Katz acted as legal advisor to Capital One in the transaction.

SageView Advisory Group, LLC completed the acquisition of Capital One Investing, Inc. from Capital One Financial Corporation (NYSE:COF) on April 21, 2022.