RIA Intel›Advisers›Delaware›CLASSIC FINANCIAL & INVESTMENT SERVICES, INC.

CLASSIC FINANCIAL & INVESTMENT SERVICES, INC.

Advisory

DE

Data as of Feb 17, 2026 · Source: SEC Form ADV

AUM change, 1 year
-10.5%
28th percentile in DE
AUM CAGR, 3 year
+14.5%
compound annual growth
Average account
$357K
across 164 accounts
AUM per adviser
$59M
1 advisers
Filing history
21
filings since 2005

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM
$59M
1-Year AUM Growth
-10.5%
3-Year CAGR
+14.5%
Employees
1
Assets Under Management
Total AUM$59M
Discretionary AUM$59M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients51
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record21
First FilingMar 3, 2005
Latest FilingFeb 17, 2026
Full AUM trend chart and 21 historical filings spanning 21+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, CO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

ROBINSON GLOBAL INVESTMENT MANAGEMENT LLC
$59M
FINANCE WISDOM LLC
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FIRETHORN CAPITAL, LLC
$57M
LOFTUS WEALTH STRATEGIES LLC
$57M
XSTAR FUND MANAGEMENT LLC
$60M
MPA CAPITAL MANAGEMENT LLC
WILMINGTON, DE
$60M
+11.3% 1Y

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