WESTLAKE VILLAGE, CACRD 120228Latest ADV March 10, 2026
Classic Financial is an SEC registered investment adviser organized as a corporation with a primary office location in Westlake Village, CA. Its latest Form ADV filing, dated March 10, 2026, reports $152M in regulatory assets under management, 4 employees, and 215 accounts.
Assets Under Management
$152M
Employees
4
Offices
--
Total Clients
215
Primary office
WESTLAKE VILLAGE, CA
2535 TOWNSGATE ROAD, SUITE 310, WESTLAKE VILLAGE, CA, United States
Top client segmentIndividuals represent 72.6% of total clients.
Top client categories% of clientsClients
1
Individuals
72.6%
156
2
HNWI
20.0%
43
3
Pension Plans
7.0%
15
4
Charitable
0.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$152Mas of March 10, 2026
Discretionary47.3%
$72M
47% of total RAUM47.3%
Non-discretionary52.7%
$80M
53% of total RAUM52.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$152M
Total Accounts215
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee54:1
10Y Employee Change—
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.