ACP Investment Management

Overview

ACP Investment Management is an SEC registered investment adviser based in Kailua Kona, HI, registered since 2025. It reports $132M in assets under management across 465 accounts, with 4 employees. It has 3 investment adviser representatives.

Reported AUM

$132M

Discretionary

100%

Accounts

465

Average account

$284K

Employees

4

Advisory reps

3

Registered since

2025

Jurisdictions

4

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Adam Joel Reugh Chief Executive Officer CRD 5624971
• Andre Nicholas Lister Chief Compliance Officer CRD 4405762

Advisory reps 3 of 3

• John M Davis Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4142830
• Andre Nicholas Lister Insurance Agent · Investment Adviser Rep CRD 4405762
• Adam Joel Reugh Insurance Agent · Investment Adviser Rep CRD 5624971

Location

Headquarters

75-170 Hualalai Rd Ste C209
Kailua Kona, HI 96740

County

Hawaii

Metro area

Hilo, HI

Region

West

Registrations

• SEC registered
• Registered in 4 jurisdictions

Every state, with registration dates

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