# CLASSIC FINANCIAL & INSURANCE SERVICES, INC.

CLASSIC FINANCIAL & INSURANCE SERVICES, INC. of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 120228
- Type: SEC-registered investment adviser
- SEC file number: 801-135641
- Location: 2535 TOWNSGATE ROAD, SUITE 310, WESTLAKE VILLAGE, CA, 91361
- Phone: 805-230-2430
- Latest filing: 2026-07-24
- Regulatory AUM: $151.6M
- Discretionary AUM: $71.7M
- Non-discretionary AUM: $79.9M
- Clients: 4
- Accounts: 215

## Business model

- Compensation: % of AUM, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Charles Michael Russo | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| Ellen Rachelle Horn | SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/120228/brochure
- Similar advisers: https://search.stillhousedata.com/firm/120228/similar
- Related entities: https://search.stillhousedata.com/firm/120228/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/120228

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.