Adam Reugh
ACP Investment Management · Kailua-Kona, Hawaii
Adam Reugh is a fee-only financial advisor at ACP Investment Management in Kailua-Kona, Hawaii. ACP Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | ACP Investment Management |
|---|---|
| Based in | Kailua-Kona, Hawaii |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $131.9M across 465 accounts |
| SEC registration | Investment adviser representative in HI, TX · CRD 5624971 |
| Exams passed | Series 63 (2010) · Series 65 (2013) |
| Firm size | 4 employees |
| Disclosures | None reported |
How Adam's firm compares
- ACP Investment Management's average account is about $284,000, from its Form ADV (assets managed divided by 465 accounts).
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Questions about Adam
Is Adam Reugh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and ACP Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, ACP Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Adam Reugh based?
Adam Reugh is based in Kailua-Kona, Hawaii.
Is Adam Reugh registered with the SEC?
Yes. Adam Reugh is registered as an investment adviser representative in HI and TX (CRD 5624971), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ACP Investment Management manage?
ACP Investment Management reports $131.9M across 465 accounts in assets under management.
How do I contact Adam Reugh?
Contact details aren't on file yet. Search for ACP Investment Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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