Adam Joel Reugh
Investment adviser representative at Acp Investment Management
11 yearsExperience
2 statesRegistered in
$131.9MFirm assets
1 yearFirm in business
Are you Adam Joel Reugh? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Acp Investment ManagementSep 2025 to now
- Advisor Compliance Partners LLCAug 2025 to now
- Financial Advocates Investment ManagementMar 2015 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (HI, TX).
Acp Investment Management
Legal name: Advisor Compliance Partners LLC
$131.9MAssets managed
173Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5624971
- Firm CRD
- 338484