Capital Allocation Management, Inc

Overview

Capital Allocation Management, Inc is a state registered investment adviser based in Totowa, NJ, registered since 1992. It reports $119M in assets under management across 34 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$119M

Accounts

34

Average account

$3.5M

Employees

1

Advisory reps

1

Registered since

1992

Jurisdictions

1

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 1 of 1

• Donald Raymond Zoch President CRD 1037066

Advisory reps 1 of 1

• Donald Raymond Zoch Investment Adviser Rep CRD 1037066

Location

Headquarters

40 Vreeland Ave Ste 107
Totowa, NJ 07512

County

Passaic

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Registrations

• State registered
• Registered in 1 jurisdiction

Every state, with registration dates

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