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BLACKSTON FINANCIAL ADVISORY GROUP, LLC
BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC
CRD 291380 · SEC 801-112486
8564 E. COUNTY ROAD 466, SUITE 302, THE VILLAGES, FL, 32162, United States
Phone
352-633-9046
Fax
352-633-9043
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$332.8M
Discretionary AUM
$332.8M
Team
17 total employees; 7 advisory reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 877 | $214.4M |
| High net worth individuals | 63 | $118.0M |
| Pension/profit sharing plans | 6 | $339K |
| Corporations/business entities | 1 | $30K |
States served
CA, GA, IL, IN, KY, LA, MA, MI, MN, NY, NC, OH, PA, SC, VA, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD