Capital One Bank
$488M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$310M
$603M
2022
2025
Same-firm comparison: 2 firms that reported Capital One Bank in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2022, 2023 are shown but partial — only FY2022: 1 cohort firms, FY2023: 1 cohort firms. No matched data for FY2021.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Enhanced Capital Partners, Llc | $289M | $786M | 36.8% | 03/24/2026 |
| Walker & Dunlop Investment Partners, Inc. | $199M | $2.7B | 7.4% | 03/27/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.