Adam J. Reugh

ACP INVESTMENT MANAGEMENT

KAILUA-KONA, HI 96740

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CRD#: 5624971

Professional summary

Adam Joel Reugh, CFP® is a registered financial advisor currently at ACP INVESTMENT MANAGEMENT located in Kailua-kona, Hawaii.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Adam has worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Joel Reugh's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

September 30, 2025 - Present

ACP INVESTMENT MANAGEMENT

Office #1: 75-170 Hualalai Rd, Suite C209, Kailua-kona, HI 96740

RIA

CRD#: 338484

KAILUA-KONA, HI

Past

March 31, 2015 - October 31, 2025

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

RIA

CRD#: 151298

Kailua-Kona, HI

Past

April 16, 2013 - June 17, 2015

ICM ASSET MANAGEMENT INC

RIA

CRD#: 105046

SPOKANE, WA

Past

January 13, 2011 - April 30, 2012

MUTUAL OF AMERICA SECURITIES LLC

CRD#: 27878

LYNNWOOD, WA

Past

January 13, 2011 - April 30, 2012

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

CRD#: 15356

LYNNWOOD, WA

Past

November 3, 2009 - January 6, 2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

SEATTLE, WA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Hawaii
(9/30/2025)

IAR

Texas
(11/20/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/12/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/14/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 11/2/2009

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ACP INVESTMENT MANAGEMENT

ACP INVESTMENT MANAGEMENT | TALLUS CAPITAL ADVISORS | ADVISOR COMPLIANCE PARTNERS LLC

CRD#: 338484 / SEC#: 801-134461

RIA

Registered Investment Advisory firm - (9/29/2025 120-Day Approval)

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Contact information

Main Address

75-170 Hualalai Rd, Suite C209, Kailua-kona, HI 96740

Mailing Address

Phone number

(808) 657-6511

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ACP ADV 2A OCT 2025 (10/15/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Adam J. Reugh

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Joel Reugh's CRS (Customer Relationship Summary).

Certified licenses

Experience

ACP INVESTMENT MANAGEMENT

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

ICM ASSET MANAGEMENT INC

MUTUAL OF AMERICA SECURITIES LLC

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/12/2013

Series 63

Date: 1/14/2010

Series 6

Date: 11/2/2009

Current Firm

ACP INVESTMENT MANAGEMENT

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

ACP INVESTMENT MANAGEMENT

TRUST BUT VERIFY

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