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BLACKSTON FINANCIAL ADVISORY GROUP, LLC
Legal name: BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC
CRD 291380File 801-112486
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$332.8M
Below cohort median (national)
Discretionary AUM
$332.8M
Clients
947
1,832 accounts
Employees
17
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 22, 2018
- Principal office
- 8564 E. COUNTY ROAD 466, SUITE 302, THE VILLAGES, FL, 32162
- Phone
- 352-633-9046
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $332.8M
- Discretionary AUM
- $332.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,832
- Non-discretionary accounts
- 0
- Total accounts
- 1,832
- AUM per client
- $351K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $30K |
| High net worth individuals | 63 | $118.0M |
| Pension and profit sharing plans | 6 | $339K |
| Individuals (other than high net worth individuals) | 877 | $214.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11H2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,012 | 947 | decreased by65 |
| Apr 1, 2026 | AUM | $300,506,924 | $332,765,429 | increased by$32,258,505 |
| Apr 1, 2026 | Accounts | 2,987 | 1,832 | decreased by1,155 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 17 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,073 | 1,012 | decreased by61 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $223,621,571 | $300,506,924 | increased by$76,885,353 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,703 | 2,987 | increased by1,284 |
| Apr 1, 2022 | Clients | 948 | 1,073 | increased by125 |
| Apr 1, 2022 | AUM | $167,421,522 | $223,621,571 | increased by$56,200,049 |
| Apr 1, 2022 | Accounts | 1,448 | 1,703 | increased by255 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BLACKSTON FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BLACKSTON FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.