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John D

Series 63, Series 65

Seattle, WA

ACP Investment Management

John Davis is a financial advisor at ACP Investment Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Signaline Investments and Financial Advocates Investment Management. He is based in Seattle, WA. ACP Investment Management, established in 2025, provides discretionary investment management, financial planning, and pension/retirement-plan consulting primarily to institutional clients such as pension plans, charitable organizations, and corporations. The firm employs a customized investment approach using a range of assets and analysis methods, with a focus on retirement plan consulting and extensive plan-level advisory services.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General tax planning Executive Founder/Business Owner
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Andre L

Series 66

Kailua-Kona, HI

ACP Investment Management

Andre Lister is a financial advisor with ACP Investment Management, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Financial Advocates Investment Management, LPL Financial, Merrill, and other firms. ACP Investment Management, established in 2025, provides discretionary investment management, financial planning, and pension/retirement-plan consulting primarily to institutional and plan-level clients rather than individual high-net-worth households. The firm employs a customized investment approach that includes a range of asset types and strategies, with a focus on retirement plan consulting and ERISA fiduciary services.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General tax planning Executive Founder/Business Owner
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Adam R

Series 63, Series 65

Kailua-Kona, HI

ACP Investment Management

Adam Reugh is a financial advisor at ACP Investment Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Financial Advocates Investment Management and ICM Asset Management Inc. ACP Investment Management, established in 2025, provides discretionary investment management and consulting services primarily to pension and profit-sharing plans, charitable organizations, and corporations. The firm offers customized portfolios and emphasizes retirement plan consulting alongside institutional and plan-level advisory services.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General tax planning Executive Founder/Business Owner
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