# Blackston 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.

- CRD: 291380
- Filed as: BLACKSTON FINANCIAL ADVISORY GROUP, LLC
- Legal name: Blackston's Financial Advisory Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: The Villages, FL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/291380
- AdvisorCensus page: https://advisorcensus.com/firm/blackston-financial-advisory-group-llc-the-villages-fl-291380

## Quick answers

**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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: None

> There is no account minimum for any of BFG’s services

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $332,765,429
- Discretionary: $332,765,429
- Non-discretionary: $0

### Clients (Item 5.D)

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

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 17 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, IL, IN, KY, LA, MA, MI, MN, NC, NY, OH, PA, SC, TX, VA, WI
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 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. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/291380

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Mount Dora, FL

### Websites listed on Form ADV (Item 1.I)
- [blackstonfinancialgroup.com](https://blackstonfinancialgroup.com)
- Facebook @BLACKSTONFINANCIALADVISORYGROUP
- YouTube @BlackstonFinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $167,421,522 | 5 | February 22, 2021 |
| October 2022 | $223,621,571 | 5 | April 28, 2022 |
| October 2023 | $207,000,000 | 13 | September 18, 2023 |
| October 2024 | $252,472,086 | 17 | August 12, 2024 |
| October 2025 | $300,506,924 | 17 | March 24, 2025 |
| October 2026 | $332,765,429 | 17 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blackston Financial Advisory Group, LLC (CRD 291380): Form ADV filing data as of October 2026.