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ACP INVESTMENT MANAGEMENT
ADVISOR COMPLIANCE PARTNERS LLC
CRD 338484 · SEC 801-134461
75-170 HUALALAI RD,, SUITE C209, KAILUA-KONA, HI, 96740, United States
Phone
808-657-6511
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$131.9M
Discretionary AUM
$131.9M
Team
4 total employees; 3 advisory reps; 16 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 110 | $36.1M |
| High net worth individuals | 42 | $70.2M |
| Pension/profit sharing plans | 12 | $11.9M |
| Corporations/business entities | 9 | $13.7M |
States served
AZ, WA, TX, HI
All web addresses on file
Official SEC filing: View on IAPD