# Classic Financial & Investment Services

Classic Financial & Investment Services is an Asset Manager based in Charlotte, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Charlotte, United States
- **Region:** North America
- **Address:** Charlotte, NC, United States
- **Assets under management:** Undisclosed
- **Website:** classicfinancial.com

## Regulatory record

- **CRD number:** 127666
- **SEC file number:** 801-64035
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127666

## About

CLASSIC FINANCIAL & INVESTMENT SERVICES, INC. is an SEC-registered investment adviser. The firm manages approximately $59 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Real Estate
- Private Credit

## Questions

### Does Classic Financial & Investment Services have a website or public presence?

No. The firm maintains no public website and has no LinkedIn page or social media presence. This is characteristic of a boutique that sources deals entirely through private relationships — attorneys, accountants, and private bankers in the Charlotte area — and has no interest in marketing to outside investors.

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- [Aspect Capital](https://altss.com/profile/aspect-capital-limited)
- [Lisch Investment Management](https://altss.com/profile/lisch-investment-management-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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