FINANCIAL STRATEGIES GROUP

Legal name: CLASSIC ASSET MANAGEMENT, LLC

CRD 122030File 801-67302

APPROVED

Retail clients

Custody

Disclosure events

Filing as of May 5, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$189.1M

Bottom 25% of cohort (national)

Discretionary AUM

$187.2M

Non-discretionary $2.0M

Clients

659

1,346 accounts

Employees

Below cohort median in ND

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Dec 1, 2006
Principal office: 1220 28TH AVENUE NORTH, FARGO, ND, 58102
Phone: 701-234-0103
Website: HTTPS://WWW.FINSTRAT.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $189.1M
Discretionary AUM: $187.2M
Non-discretionary AUM: $2.0M
Discretionary accounts: 1,337
Non-discretionary accounts: 9
Total accounts: 1,346
AUM per client: $287K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$85K
Charitable organizations	Fewer than 5	$2.1M
High net worth individuals	57	$66.0M
Individuals (other than high net worth individuals)	602	$121.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11C2
Q11C4
Q11C5

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.