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Donald Raymond Zoch

Capital Allocation Management, Inc

Totowa, NJ

CRD 1037066

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Employer firm

Capital Allocation Management, Inc CRD 129216

$119M regulatory AUM 34 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Capital Allocation Management, Inc

40 Vreeland Avenue Suite 107, Totowa, NJ 07512 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APP_PEND_IARCE 2026-01-01
  • NJ RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

40 Vreeland Avenue Suite 107, Totowa, NJ 07512 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Allocation Management Totowa NJ 01/1995 Present
  • 01/1995 → Present
    Capital Allocation Management
    Totowa, NJ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-10-21
  • S63 Uniform Securities Agent State Law Examination
    1985-10-21

View on SEC IAPD

Nearby Firms

COMPREHENSIVE CAPITAL MANAGEMENT, INC.
AURORA PRIVATE WEALTH, INC.
I-SQUARED WEALTH MANAGEMENT, INC.

Nearby Investors

LORI ANN HODGE
DANIEL RAY HODGE
DAVID LAUGHNER HODGE

Nearby Offices

COMPREHENSIVE CAPITAL MANAGEMENT, INC. · TOTOWA, NJ
AURORA PRIVATE WEALTH, INC. · TOTOWA, NJ
I-SQUARED WEALTH MANAGEMENT, INC. · TOTOWA, NJ

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