CLASSIC FINANCIAL

RIASEC RegisteredEst. 2026

Total AUM

$152M

Discretionary

$71.7M

47% of AUM

Avg account

$705K

Accounts

215

Employees

Advisory reps

Firm details

Headquarters: WESTLAKE VILLAGE, California
CRD number: 120228
Registered since: March 23, 2026
Website: classicfinancial.net
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Other
Client types: HNWI75.08%
Individuals16.48%
Pension & Profit Sharing Plans8.39%
Charitable Organizations0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Classic Financial is an independent registered investment adviser organized as a corporation and SEC-registered in 2026. The firm serves both individual and family clients as well as institutional accounts, and it operates with an owner-type classified as individual. Advisory services span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. The firm also operates as an insurance broker, which points to a practice that combines investment advice with risk-management and insurance solutions. Investment posture is equity-focused: the firm’s stated preference is for exchange-traded equities, and equities constitute the bulk of client assets. Classic Financial acts as a capital allocator, directing client capital not only into publicly traded equities and mutual funds but into third-party alternative managers in real estate, commodities and oil & gas. The firm does not position itself as an active ESG investor and is not registered as a multi-state adviser.