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Adam Joel Reugh

Acp Investment Management

Kailua-Kona, HI

CRD 5624971

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Employer firm

Acp Investment Management CRD 338484

$132M regulatory AUM 16 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Acp Investment Management

75-170 Hualalai Rd, Suite C209, Kailua-Kona, HI 96740 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-20
HI RA APPROVED 2025-09-30
  • TX RA
    APPROVED
    Since 2025-11-20
  • HI RA
    APPROVED
    Since 2025-09-30

Branch Locations

75-170 Hualalai Rd, Suite C209, Kailua-Kona, HI 96740 • 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
Financial Advocates Investment Management Kailua-Kona HI 03/2015 Present
Advisor Compliance Partners Llc Kailua-Kona HI 08/2025 Present
  • 03/2015 → Present
    Financial Advocates Investment Management
    Kailua-Kona, HI
  • 08/2025 → Present
    Advisor Compliance Partners Llc
    Kailua-Kona, HI
Previous Registrations
  • 2015-03-31 → 2025-10-31
    Financial Advocates Investment Management
    Kailua-Kona, HI
    Olympia, WA
    Kailua-Kona, HI
    Kailua-Kona, HI
  • 2013-04-16 → 2015-06-17
    Icm Asset Management Inc
    Spokane, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-04-12
S63 Uniform Securities Agent State Law Examination 2010-01-14
  • S65 Uniform Investment Adviser Law Examination
    2013-04-12
  • S63 Uniform Securities Agent State Law Examination
    2010-01-14

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

Kolby Akiyama
GREGORY LIND MOLFINO
Calvin Daishi Uemura

Nearby Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · KAILUA-KONA, HI
INVESTMENT DYNAMICS CONSULTING GROUP, LLC · KAILUA-KONA, HI
INVESTMENT DYNAMICS CONSULTING GROUP, LLC · KAILUA-KONA, HI

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