# CAPITAL ONE INVESTING, INC.

CAPITAL ONE INVESTING, INC. of MCLEAN, VA is an SEC-registered investment adviser.

## Registration

- CRD: 285084
- Type: SEC-registered investment adviser
- SEC file number: 801-111630
- Location: 1600 CAPITAL ONE DRIVE, 22ND FLOOR, MCLEAN, VA, 22102
- Phone: (202) 539-1039
- Latest filing: 2022-03-31
- Regulatory AUM: $920.1M
- Discretionary AUM: $920.1M
- Clients: 73
- Accounts: 1,089

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| MANSUETO JOSEPH DANIEL | SHAREHOLDER | — |
| FERKO ALLISON ANN | CHIEF LEGAL OFFICER | — |
| KELLY CATHERINE ANN | CHIEF OPERATIONS OFFICER | — |
| MOHR MICHAEL GILBERT | TRUSTEE | — |
| ALVORD JEFFREY ROBERT | TRUSTEE | — |
| Holt Michael John | DIRECTOR | — |
| DOUCE MARK IVAN | CHIEF COMPLIANCE OFFICER | — |
| MEIROWITZ BENYAMIN YEHUDAH | CHIEF COMPLIANCE OFFICER | — |
| FELLOWES MATTHEW CRUICKSHANKS | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, STOCKHOLDER; MANAGING MEMBER | — |
| FELLOWES JAMES EVERETT | SHAREHOLDER / CHAIRMAN OF THE BOARD | — |
| BESKE GAVIN ANDREW | CHIEF COMPLIANCE OFFICER | — |
| MCCLAMROCH JR JAMES RICHARD | DIRECTOR | — |
| OBERSTEIN JEFFREY DAVID | DIRECTOR | — |
| WEST SOCCOLI CHESSY | CHIEF FINANCIAL OFFICER | — |
| O'SHAUGHNESSY JOHN ALEXANDER | CHIEF COMPLIANCE OFFICER | — |
| Bann David Michael | HEAD OF WEALTH OPERATIONS; PRESIDENT; SENIOR DIRECTOR OF WEALTH OPERATIONS | — |
| SABIN ELIZABETH SATHER | HEAD OF INVESTMENTS | — |
| Wolfand David | HEAD OF ENGINEERING | — |
| LAWSON DAVID COREY | CHIEF COMPLIANCE OFFICER | — |
| Bowman Jr Richard Forrest | HEAD OF PLATFORM MANAGEMENT; HEAD OF PRODUCT MANAGEMENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285084/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285084/similar
- Related entities: https://search.stillhousedata.com/firm/285084/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285084

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.