Announced
Completed
Synopsis
SageView Advisory, an SEC-registered investment advisory firm, completed the acquisition of Capital One Investing, a personalized financial planning and wealth management services provider, from Capital One Financial, a bank holding company. Financial terms were not disclosed. "We are thrilled to have completed this transaction and welcome so many talented professionals from around the country to the SageView family. Thanks to our incredible team and support from our private-equity partners at Aquiline, we will continue to execute our growth strategy that builds upon our historic focus on financial wellness and retirement plan support as we enhance our capabilities and expertise as a wealth management solutions provider of choice," Randy Long, SageView Founder and Managing Principal.
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