ACP INVESTMENT MANAGEMENT
Firm details
- Headquarters
- KAILUA KONA, Hawaii
- CRD number
- 338484
- Registered since
- September 29, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI53.2%
- Individuals27.35%
- Corporations / Businesses10.42%
- Pension & Profit Sharing Plans9.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
ACP Investment Management is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm serves both individuals and families as well as institutional clients, providing financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model includes asset-based fees alongside hourly and fixed-fee arrangements. ACP identifies as an active ESG investor and reports using third‑party alternative managers rather than acting as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities29%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1ADAM REUGH
CEO & Investment Advisor RepresentativeCRD 5624971
Contacts
2 of 2ANDRE LISTER
Wealth Management AdvisorCRD 4405762
JOHN DAVIS
Wealth Management AdvisorCRD 4142830
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
KAILUA KONA, HI
HAWAII
Location
KAILUA KONA, HI
Headquartered in KAILUA KONA, HI, in the West of the United States.
- Region
- West
- County
- HAWAII
- Address
- 75-170 Hualalai Rd
- Time zone
- HT (UTC-10)
- Office locations
Similar firms
INVESTMENT DYNAMICS CONSULTING GROUP, LLC
RIAKAILUA KONA, HI
HUMBLE CAPITAL MANAGEMENT LLC
RIAHONOLULU, HI
SHIRAISHI FINANCIAL GROUP ADVISORS
RIAHONOLULU, HI
SONIC GP LLC
RIAHONOLULU, HI
BISHOP STREET CAPITAL MANAGEMENT
RIAHONOLULU, HI
FORT STREET ASSET MANAGEMENT LLC
RIAHONOLULU, HI