C
Capital Allocation Management, Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$93,427,000
Total clients
35
91% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
35
Average account size
$2,669,343
About
Capital Allocation Management, Inc. provides investment advisory and portfolio management services to individual clients, charging fees based on a percentage of assets under management. The firm reports managing approximately $93.4 million for about 35 client relationships.
The adviser primarily operates on a non-discretionary basis, providing recommendations while clients retain final authority over transactions and trade execution. As a result, the relationship emphasizes ongoing consultation and client approvals rather than unilateral trading by the firm.
What is distinctive about the firm relative to many independent advisers is its largely non-discretionary model — a structure used by a minority of peers (about 13.9%). Combined with a relatively small number of accounts and the reported AUM, this suggests more individualized, consultative client interactions and potentially higher AUM per relationship than is typical among independents.
Client services
Financial planning
Portfolio management
Fee options
Main office location
Capital Allocation Management, Inc
40 Vreeland Avenue, Suite 107
Totowa NJ 07512, United States
Number of offices
1
Most active in
Capital Allocation Management, Inc has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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