Investment adviser · CRD 120228
CLASSIC FINANCIAL
Investment adviser filing (IA)
CLASSIC FINANCIAL & INSURANCE SERVICES, INC.
WESTLAKE VILLAGE, CA, United States · Form ADV filed Jul 24, 2026
- Regulatory AUM
- $152M Form ADV · Item 5.F
- Client accounts
- 215 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 43 | $113,860,726 | 75.1% |
| Individuals | 156 | $24,989,201 | 16.5% |
| Retirement plans | 15 | $12,730,130 | 8.4% |
| Charities | 1 | $65,270 | 0.0% |
Filing source
Form ADV 2121932 · Jul 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
2535 TOWNSGATE ROAD, SUITE 310WESTLAKE VILLAGE, CA, 91361, United States
CRD 120228
Filing source
Form ADV 2121932 · Jul 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.