Capital One Investing — Advised Investing

Work with an expert who cares. 

Family, health, career, lifestyle–what's outside your portfolio affects your financial life. Navigating these complexities can be challenging, but our financial advisors are ready to help. They'll take the time to listen, and they'll work with you to define goals, set priorities and build a plan that aligns with your ambitions. Every step of the way, their goal is to put you first, now and through the years. 

Your interests come first. Here’s how.


An advisor works with you to craft an investing approach that aligns with your ambitions and timeline. The only agenda is yours.


Set short- and long-term goals with an advisor, so they can help you work toward them—and make adjustments along the way.


You’re a person, not just an investor. So an advisor goes beyond numbers and facts to find solutions that make sense for you.


The advisor’s goal? Make all advice and costs absolutely clear. So they talk to you straight, and only take action when you believe in it.

Strategies for all kinds of financial goals.

They're ready to get to know you. Call 1-844-715-6004.

Advisors are available nationwide over the phone, or in-person in select locations. Call for details and appointments.

Still not sure? Learn more about working with Capital One Investing financial advisors.

Learn More

Investment and Insurance Products Are:

Not FDIC Insured

Not Bank Guaranteed

May Lose Value

Not a Deposit

Not Insured By Any Federal Government Agency

Banking and lending products and services are offered by Capital One, N.A. and Capital One Bank (USA), N.A., Members FDIC.

Investment products are offered by Capital One Investing, LLC, a registered broker-dealer and Member FINRA /SIPC.  Investment advisory services are provided by Capital One Advisors, LLC, an SEC-registered investment advisor. Insurance products are offered through Capital One Agency, LLC.

All are subsidiaries of Capital One Financial Corporation.

1 ShareBuilder 401k plans range from 27% to 68% less than the industry average at various data points from $50K plan with 6 participant to a $100M plan with 2,000 participants based on 2015 401k Averages Book Data and Custom Benchmarking report prepared for Capital One Advisors. Cost comparisons are based on plan assets and number of participants and reflect core on‐going 401(k) plan expenses that a company and/or its employees can expect to incur as a percentage of assets with most any 401(k) plan. This includes administration, recordkeeping, tax filing prep documents, plan testing, fund expense ratios, and other investment costs passed on to every participant to service the plan. It does not include unique employee initiated transactions such as loans, distributions or employer transactions such as plan amendments. ShareBuilder401K pricing is based off standard pricing rates for our typical Safe Harbor 401(k).