Andre Lister
ACP Investment Management · Kailua-Kona, Hawaii
Andre Lister 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 · CRD 4405762 |
| Exams passed | Series 66 (2002) |
| Firm size | 4 employees |
| Disclosures | None reported |
How Andre'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 Andre
Is Andre Lister a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andre 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 Andre charge for financial advice?
Andre's firm, ACP Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andre Lister based?
Andre Lister is based in Kailua-Kona, Hawaii.
Is Andre Lister registered with the SEC?
Yes. Andre Lister is registered as an investment adviser representative in HI (CRD 4405762), 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 Andre Lister?
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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