CAPITAL ALLOCATION MANAGEMENT, INC

CAPITAL ALLOCATION MANAGEMENT, INC of TOTOWA, NJ is an SEC-registered investment adviser (CRD 129216). Regulatory assets under management: $118.8M.

Registration

• CRD: 129216
• Type: Registered investment adviser
• Location: 40 VREELAND AVENUE, TOTOWA, NJ, 07512
• Phone: 973-812-9660
• Latest filing: 2026-04-10
• Regulatory AUM: $118.8M
• Non-discretionary AUM: $118.8M
• Clients: 1
• Accounts: 34

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129216 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search