A
CRD: 338484
ACP Investment Management
Kailua-Kona, HI, 96740
8086576511
$131.9M Total AUM
$131.9M Disc. AUM
-- 3Y CAGR
4 Employees
189 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-29-2025
- Office Locations
- 3
Office Locations
1696 Haleukana Street Lihue HI
2101 4TH AVE STE 710 Seattle WA
75-170 Hualalai RD, Suite C209 Kailua-Kona HI
About ACP Investment Management
ACP Investment Management is a Kailua-Kona-based RIA with 3 offices. The firm has been operating for 0 years. Managing $131.9M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
-- AVG AGE
$44.0M AVG AUM / ADVISOR
$697.7K AVG AUM / CLIENT
0.8 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Capital element Beacon foundation Meridian Harbor Catalyst eagle Summit Bridge unison
Client Personas
Element quantum
Investment Themes
Ridge pioneer Harbor Focus unison
Investment Vehicles
Beacon prime Alpha zenith Catalyst
Services
Value Peak Bridge Crest optima Vital Unison focus Foundation Optima insight Frontier prime
Owner & Executives
ANDRE NICHOLAS LISTER
Chief Compliance Officer
- CRD
- #4405762
- Ownership
- Less than 5%
(941) 347-2982
ridge.peak@deltacapital.com
in linkedin.com/in/ridge-meridian
ADAM JOEL REUGH
Chief Executive Officer
- CRD
- #5624971
- Ownership
- Less than 5%
(699) 554-5415
optima.peak@ridgecapital.com
in linkedin.com/in/prime-beacon
Showing 2 of 2 owners & executives
Unlock allContacts
J
JOHN MURRAY DAVIS
--
- CRD
- #4142830
(256) 591-1564
peak.matrix@crestcapital.com
in linkedin.com/in/frontier-timber
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $131,872,386 | $283,597 |
| Non-Discretionary | $0 | -- |
| Total | $131,872,386 | $283,597 |
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Separately Managed Accounts
Total SMA Asset: $131,872,386
Public Funds:
16.7% Equity - Exchange:
26.7% Cash:
27.9% Municipal Bonds:
28.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,319,372,705 | 16.7% |
| Equity - Exchange | $2,109,416,241 | 26.7% |
| Cash | $2,204,221,465 | 27.9% |
| Municipal Bonds | $2,267,424,947 | 28.7% |
| Total | $7,900,435,358 | 100.0% |