Kailua Kona, HI Office

ACP Investment Management, formed in August 2025, offers discretionary investment management, financial planning, hourly consulting and pension/retirement-plan consulting to a mix of clients including pension and profit-sharing plans, pooled investment vehicles, charitable organizations and corporations. Although the firm’s Form ADV lists individuals and high-net-worth individuals among potential client types, its filing and service emphasis indicate it does not rely on a traditional retail individual or HNW household client base and instead provides extensive plan-level and institutional consulting services.

Portfolios are customized and may include individual stocks and bonds, ETFs, mutual funds, options and alternative or private investments, with ongoing monitoring, rebalancing and the ability to use third‑party money managers; the firm manages all reported assets on a discretionary basis and describes the use of fundamental, technical, quantitative and qualitative analysis. ACP also offers open‑architecture platforms through LPL’s Strategic Wealth Management and participates in certain LPL-sponsored wrap programs, and its advisers may employ margin, option strategies, short sales and other higher‑risk instruments when suitable.

Distinctive features in the brochure include a concentrated emphasis on retirement plan consulting — covering plan‑level oversight, participant advisory services and ERISA fiduciary work — and a recent firm start with ownership split between two LLCs. The ADV also notes multiple adviser relationships with LPL (including some advisers dually registered and licensed as insurance producers) and custody recommendations of LPL and Schwab, which creates operational linkages and potential conflicts that are addressed in the brochure.