CAPITAL ALLOCATION MANAGEMENT, INC

Overview

Capital Allocation Management, Inc. is an independent, individually owned registered investment adviser that provides portfolio management and financial planning primarily to individuals, families and small-business owners. The firm bills on a percentage-of-assets basis and reports that its advisory work centers on discretionary portfolio management for private clients, although all reported assets are held non-discretionarily. It does not identify as an ESG investor, is not structured as a multi-state or related adviser, and does not present itself as a capital allocator or pension consultant. The firm’s business mix is straightforward: personalized financial planning combined with ongoing portfolio oversight for a modest client roster. The single-owner, single-office structure and focus on individual and family clients suggest a boutique advisory model rather than an institutional or multi-branch platform.

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Public Holdings

Investments & Alternatives

Location & Offices