ADVISOR COMPLIANCE PARTNERS LLC
ADVISOR COMPLIANCE PARTNERS LLC of KAILUA-KONA, HI is an SEC-registered investment adviser (CRD 338484). Regulatory assets under management: $131.9M.
Registration
- CRD: 338484
- SEC file number: 801-134461
- Type: Registered investment adviser
- Location: 75-170 HUALALAI RD,, SUITE C209, KAILUA-KONA, HI, 96740
- Phone: 808-657-6511
- Latest filing: 2026-04-28
- Regulatory AUM: $131.9M
- Discretionary AUM: $131.9M
- Clients: 4
- Accounts: 465
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Adam Joel Reugh | CEO; SOLE MEMBER/MANAGER | — |
| Andre Nicholas Lister | CCO; SOLE MEMBER/MANAGER | — |
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