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CLASSIC FINANCIAL
Legal name: CLASSIC FINANCIAL & INSURANCE SERVICES, INC.
CRD 120228File 801-135641
APPROVED
Retail clients
Filing as of Jul 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$151.6M
Bottom 25% of cohort (national)
Discretionary AUM
$71.7M
Non-discretionary $79.9M
Clients
215
215 accounts
Employees
4
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 23, 2026
- Principal office
- 2535 TOWNSGATE ROAD, SUITE 310, WESTLAKE VILLAGE, CA, 91361
- Phone
- 805-230-2430
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $151.6M
- Discretionary AUM
- $71.7M
- Non-discretionary AUM
- $79.9M
- Discretionary accounts
- 89
- Non-discretionary accounts
- 126
- Total accounts
- 215
- AUM per client
- $705K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 1 | $65K |
| High net worth individuals | 43 | $113.9M |
| Pension and profit sharing plans | 15 | $12.7M |
| Individuals (other than high net worth individuals) | 156 | $25.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — REFERRAL FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.