# ACP Investment Management

> ACP Investment Management is an SEC-registered investment advisory firm in Kailua-Kona, HI, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 28, 2026.

- CRD: 338484
- Filed as: ACP INVESTMENT MANAGEMENT
- Legal name: Advisor Compliance Partners LLC
- Also doing business as: TALLUS CAPITAL ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Kailua-Kona, HI
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338484
- AdvisorCensus page: https://advisorcensus.com/firm/acp-investment-management-kailua-kona-hi-338484

## Quick answers

**How is ACP Investment Management compensated?**
On its Form ADV (Item 5.E, October 2026), ACP Investment Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does ACP Investment Management charge?**
Its Form ADV Part 2A brochure dated April 28, 2026 states: Hourly rate: $500 an hour (Financial Planning and Consulting services); Flat fee: $500 to $20,000 (Financial Planning and Consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is ACP Investment Management located?**
ACP Investment Management's principal office is in Kailua-Kona, HI, according to its Form ADV; the May 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is ACP Investment Management registered with the SEC or a state?**
ACP Investment Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338484.

**How much does ACP Investment Management manage?**
ACP Investment Management reports $131,872,386 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (100% discretionary).

**What types of clients does ACP Investment Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (110); high net worth individuals (42); pension and profit sharing plans (but not the plan participants or government pension plans) (12).

**Which custodians does ACP Investment Management use?**
ACP Investment Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does ACP Investment Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/338484

**What changed in ACP Investment Management's recent Form ADV filings?**
In the December 2025 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 28, 2026)

- Hourly rate: $500 an hour (Financial Planning and Consulting services)

> We charge no more than $500 per hour. Our hourly fee varies depending on the IAR who performs the services, the complexity of the services provided, and the typical market rate.

- Flat fee: $500 to $20,000 (Financial Planning and Consulting services)

> Flat fees vary greatly and could range from a minim um of $500 to a maximum of $20,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $131,872,386
- Discretionary: $131,872,386
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 110 | $36,066,153 |
| High net worth individuals | 42 | $70,151,697 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $11,908,962 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 9 | $13,745,574 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, HI, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Lihue, HI
- Seattle, WA

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @advisor-compliance-partners

## Changes in the filing (last 12 months)

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ACP Investment Management (CRD 338484): Form ADV filing data as of October 2026.