Classic Financial & Insurance Services, Inc.
● SEC registered since 2026CRD 120228SEC# 801-135641Westlake Village, CA
Reg. AUM
$151.6M
Employees
4
Accounts
215
Location
Westlake Village, CA
Classic Financial & Insurance Services, Inc. assets under management
Classic Financial & Insurance Services, Inc. is an SEC-registered investment adviser based in Westlake Village, CA. The firm has been registered since 2026. It reports $151.6 million in regulatory assets under management and employs 4 people.
Classic Financial & Insurance Services, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Michael Russo Control | President & Chief Compliance Officer | Over 75% | 2000 |
| Ellen Rachelle Horn | Secretary | 10-25% | 2024 |
Frequently asked questions
How much does Classic Financial & Insurance Services, Inc. manage?
Classic Financial & Insurance Services, Inc. reports $151.6 million in regulatory assets under management on its Form ADV.
How many employees does Classic Financial & Insurance Services, Inc. have?
Classic Financial & Insurance Services, Inc. reports 4 employees.
Where is Classic Financial & Insurance Services, Inc. located?
Classic Financial & Insurance Services, Inc. is based in Westlake Village, CA and has been SEC-registered since 2026.
Does Classic Financial & Insurance Services, Inc. disclose fund performance?
Classic Financial & Insurance Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2535 Townsgate Road, Suite 310, Westlake Village, CA 91361 |
| Phone | 805-230-2430 |
| Fax | 805-230-2431 |
| Office hours | 9:00 a.m.- 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$151.6MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$151.6Mregulatory AUM
Discretionary $71.7MNon-discretionary $79.9M