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Blackston Financial Advisory Group, LLC

The Villages, FLSEC-registered investment adviserCRD 291380

Filed as BLACKSTON FINANCIAL ADVISORY GROUP, LLC · Legal name Blackston's Financial Advisory Group, LLC

Blackston Financial Advisory Group, LLC is an SEC-registered investment advisory firm in The Villages, FL, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

8 years
registered since 2018
$332,765,429
assets under management
1 arrangement
Percentage of assets
1
disclosure items (Item 11)

Quick answers

From the filing

How is Blackston Financial Advisory Group, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Blackston Financial Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management.

Where is Blackston Financial Advisory Group, LLC located?

Blackston Financial Advisory Group, LLC's principal office is in The Villages, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is Blackston Financial Advisory Group, LLC registered with the SEC or a state?

Blackston Financial Advisory Group, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 291380.

How much does Blackston Financial Advisory Group, LLC manage?

Blackston Financial Advisory Group, LLC reports $332,765,429 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

How have Blackston Financial Advisory Group, LLC's assets and staff changed since 2021?

In the Form ADV data for Blackston Financial Advisory Group, LLC: Regulatory assets under management: $167,421,522 in the October 2021 data and $332,765,429 in the October 2026 data, up 99%. Total employees: 5 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Blackston Financial Advisory Group, LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (877); high net worth individuals (63); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

Which custodians does Blackston Financial Advisory Group, LLC use?

Blackston Financial Advisory Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

Does Blackston Financial Advisory Group, LLC report any disciplinary disclosures?

Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/291380

Does Blackston Financial Advisory Group, LLC state an account minimum?

Its Form ADV Part 2A brochure dated March 31, 2026 says: "There is no account minimum for any of BFG’s services"

What changed in Blackston Financial Advisory Group, LLC's recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 8 to 7. Regulatory assets under management went from $300,506,924 to $332,765,429 (+11%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: None

The brochure's wording
There is no account minimum for any of BFG’s services

As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$332,765,429

$332,765,429 as of October 2026, filing dated March 31, 2026.

Discretionary: $332,765,429.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 877 Assets $214,388,407 (64%)
High net worth individuals
Clients 63 Assets $118,008,270 (35%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 6 Assets $338,984 (0%)
Charitable organizations
Clients 0 Assets Not reported
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 1 Assets $29,768 (0%)
Other
Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Legal name
Blackston's Financial Advisory Group, LLC
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2018 (8 years)
Employees
Total: 17. Performing investment advisory functions: 7.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)
1 other office, as of the April 2026 filing
Mount Dora, FL
States registered or notice-filed
18 states or jurisdictions
CAFLGAILINKYLAMAMIMNNCNYOHPASCTXVAWI

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

1 Reports 1 disclosure item on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Civil court matters Item 11.H

  • 11.H(2) Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$167M 2021 $224M 2022 $207M 2023 $252M 2024 $301M 2025 $333M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$332,765,42917March 31, 2026
October 2025$300,506,92417March 24, 2025
October 2024$252,472,08617August 12, 2024
October 2023$207,000,00013September 18, 2023
October 2022$223,621,5715April 28, 2022
October 2021$167,421,5225February 22, 2021

Regulatory assets under management: $167,421,522 in the October 2021 data and $332,765,429 in the October 2026 data, up 99%.

Total employees: 5 in October 2021 and 17 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 8 to 7.
    • Regulatory assets under management went from $300,506,924 to $332,765,429 (+11%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
blackstonfinancialgroup.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Blackston Financial Advisory Group, LLC (CRD 291380): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/blackston-financial-advisory-group-llc-the-villages-fl-291380