Classic Asset Management, LLC
● SEC registered since 2006CRD 122030SEC# 801-67302Fargo, ND
Reg. AUM
$189.1M
Employees
10
Accounts
1,346
Location
Fargo, ND
Classic Asset Management, LLC assets under management
Classic Asset Management, LLC operates as an SEC-registered investment adviser based in Fargo, ND. The firm has been registered since 2006. It reports $189.1 million in regulatory assets under management and employs 10 people.
Classic Asset Management, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashleigh Cooper Swayze Control | Chief Compliance Officer | Under 5% | 2026 |
| Classic Holdings, LLC Control | Holding Company/Owner | Over 75% | 2013 |
| Craig Alan Rottman Control | Managing Member | Under 5% | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does Classic Asset Management, LLC manage?
Classic Asset Management, LLC reports $189.1 million in regulatory assets under management on its Form ADV.
How many employees does Classic Asset Management, LLC have?
Classic Asset Management, LLC reports 10 employees.
Where is Classic Asset Management, LLC located?
Classic Asset Management, LLC is based in Fargo, ND and has been SEC-registered since 2006.
Does Classic Asset Management, LLC disclose fund performance?
Classic Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1220 28th Avenue North, Fargo, ND 58102 |
| Phone | 701-234-0103 |
| Fax | 701-234-0106 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$189.1M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$189.1Mregulatory AUM
Discretionary $187.2MNon-discretionary $2M