# Classic Financial

Classic Financial is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 120228
- **SEC file number:** 801-135641
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-07-24
- **Reports private funds:** No

## About

CLASSIC FINANCIAL is an SEC-registered investment adviser in WESTLAKE VILLAGE, CA, registered since 2026. The firm manages $152 million in assets, $72 million on a discretionary basis. It has 4 employees and 1 investment adviser.

## Questions

### Who runs investment decisions at Classic Financial?

No named principals or investment decision-makers are publicly identified for Classic Financial. The firm does not list a management team or investment committee on any accessible public record. Without this information, allocators cannot assess the experience or track record of the individuals directing capital.

### What is Classic Financial's investment strategy?

Classic Financial's investment strategy is not disclosed in any public source. There is no available information on asset-class focus, stage preference, or geographic targeting. The firm does not publish a website or strategy document.

### What is the AUM of Classic Financial?

Classic Financial does not publicly disclose its assets under management. No credible third-party source reports an AUM figure for the firm. As a result, the firm's scale remains unknown.

### Where is Classic Financial headquartered?

Classic Financial's headquarters location is not listed in any public record. No city, state, or country of operation is confirmed. Without a known base of operations, jurisdictional oversight and regulatory standing are unclear.

## Related profiles

- [Private Client Services, LLC](https://altss.com/profile/private-client-services-llc)
- [Pretium Capital Management](https://altss.com/profile/pretiumcapital-management-inc)

---

Updated: 2026-10-23T09:23:13Z

Canonical page: https://altss.com/profile/classic-financial

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology