RIA Intel›Advisers›New Jersey›CAPITAL ALLOCATION MANAGEMENT, INC

CAPITAL ALLOCATION MANAGEMENT, INC

Advisory

TOTOWA, NJ

Data as of Apr 10, 2026 · Source: SEC Form ADV

Rank in NJ

#546

of 775 advisers by AUM

Average account

$3M

across 34 accounts

AUM per adviser

$119M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 10, 2026.

Total AUM

$119M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$119M

Discretionary AUM$0

Non-Discretionary AUM$119M

Discretionary %0%

Total Clients34

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

34 clients

31 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

DAVIDSON ASSET MANAGMENT, INC.

$118M

AEM ASSET MANAGEMENT, LLC

$118M

ALTMAN INVESTMENT MANAGEMENT LLC

$120M

CIRO CAPITAL LLC

JERSEY CITY, NJ

$117M

LOTUS ASSET MANAGEMENT LIMITED LIABILITY COMPANY

$121M

WOMEN'S WEALTH ADVISOR

$121M

Get the full picture on CAPITAL ALLOCATION MANAGEMENT, INC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CAPITAL ALLOCATION MANAGEMENT, INC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans