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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

CLASSIC CAPITAL, INC.

CRD 108569

SHORT HILLS, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3577fbad-0da7-5fd9-eb56-485f558be8ba

Data as of Mar 27, 2015 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 15, 2012 to Mar 27, 2015
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $266MItem 5.F on the latest filing (2015-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $266M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 3
Accounts: 534
SEC number: 801-56336
CRD: 108569
Filings on the tape: 10
First filed: Mar 15, 2012
Latest filed: Mar 27, 2015
Organised: Corporation, New Jersey

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LEONARD, ANDREW, SCOTT	Principal	Na	yes	07/2007	Mar 15, 2012	Mar 27, 2015
LEONARD, JAY, BRADLEY	PRESIDENT & CHIEF COMPLIANCE OFFICER	E	yes	04/1995	Mar 15, 2012	Mar 27, 2015

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Sarasota	FL	United States	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2014	Mar 27, 2015	$266M	$266M	3	3	n/a	n/a	n/a
2013	Mar 18, 2014	$251M	$251M	3	3	n/a	n/a	n/a
2012	Mar 26, 2013	$226M	$226M	3	3	n/a	n/a	n/a
2011	Mar 15, 2012	$204M	$204M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2014	$266M	$251M	6.0%	$204M	9.3%	3	3	n/a	n/a

Relationships

Controls (2)

← LEONARD, JAY, BRADLEYOwnerPRESIDENT & CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 15, 2012 to presentfactForm ADV
← LEONARD, ANDREW, SCOTTOwnerPRINCIPAL, ownership code NA, individual
Mar 15, 2012 to presentfactForm ADV

Registered with (3)

← NICOLE M GOULDAdvisorregistration: previous registration
Sep 12, 2007 to Jun 3, 2015factForm ADV
← ANDREW SCOTT LEONARDAdvisorregistration: previous registration
Jul 19, 2007 to Apr 30, 2015factForm ADV
← KEVIN CHARLES ROOTAdvisorregistration: previous registration
Apr 27, 2010 to Dec 14, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3577fbad-0da7-5fd9-eb56-485f558be8ba
First observed: Mar 15, 2012
Last observed: Mar 27, 2015 139 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CLASSIC CAPITAL, INC.

CRD 108569

SHORT HILLS, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3577fbad-0da7-5fd9-eb56-485f558be8ba

Data as of Mar 27, 2015 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:59 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LEONARD, ANDREW, SCOTT

Principal

yes

07/2007

Mar 15, 2012

Mar 27, 2015

LEONARD, JAY, BRADLEY

PRESIDENT & CHIEF COMPLIANCE OFFICER

yes

04/1995

Mar 15, 2012

Mar 27, 2015

City

State

Country

Employees

Also broker-dealer

Sarasota

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2014

Mar 27, 2015

$266M

n/a

2013

Mar 18, 2014

$251M

n/a

2012

Mar 26, 2013

$226M

n/a

2011

Mar 15, 2012

$204M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2014

$266M

$251M

6.0%

$204M

9.3%

n/a