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Adam Joel Reugh

Investment Adviser Representative at ACP Investment Management

Kailua-kona, HICRD #5624971Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Adam Joel Reugh is an investment adviser representative with ACP Investment Management in Kailua-kona, HI, where they have been registered since 2025. They have worked in the securities industry since 2013 and have been registered with 3 firms, including Financial Advocates Investment Management and ICM Asset Management Inc. They have passed 3 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Hawaii and Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Hawaii, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/12/2013
Series 63
Uniform Securities Agent State Law Examination
Passed 1/14/2010
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/2/2009

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

ACP Investment ManagementCurrent
9/30/2025 – Kailua-kona, HI
Financial Advocates Investment Management
3/31/2015 – 10/31/2025Kailua-kona, HI
ICM Asset Management Inc
4/16/2013 – 6/17/2015Spokane, WA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Financial Advocates Investment Management
    Mar 2015 – no end date reportedKailua-Kona, HI
  2. Advisor Compliance Partners LLC
    Aug 2025 – no end date reportedKailua-Kona, HI

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About ACP Investment Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm's annual rate schedule by assets
  • $0 to $500,0002.00%
  • $500,001 to $1,000,0001.75%
  • $1,000,001 to $3,000,0001.50%
  • $3,000,001 to $10,000,0001.00%

+1 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension Consulting

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3
Offices listed on AdvisorFinder:
1
Main office:
Kailua-kona, HI
SEC file number:
801-134461

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 28, 2026

View full firm profile

Other advisors at ACP Investment Management

2 other advisors in the directory

View ACP Investment Management firm profile

Similar advisors in Kailua Kona, HI

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Adam Joel Reugh has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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