Blackston Financial Advisory Group, LLC logo

Blackston Financial Advisory Group, LLC

Updated today

Client AUM

$332,396,677

Clients

940

Advisors

6

of 17 employees

About

Blackston Financial Advisory Group provides ongoing portfolio management and financial planning primarily to individual and high‑net‑worth clients. The firm manages roughly $333 million for about 940 client relationships and offers discretionary and non‑discretionary investment services documented by an Investment Policy Statement for each client.

The firm’s investment process draws on fundamental, quantitative and technical analysis and is implemented with a long‑term trading orientation; advisors commonly seek discretionary authority to execute trades on clients’ behalf. BFG limits its recommended investments to vehicles such as mutual funds, ETFs (including precious‑metal ETFs), fixed‑income securities, annuities, non‑U.S. securities and private placements, and requires clients to custody assets with Charles Schwab while providing monthly custodian reports.

Notable differences from many peers include a formal fee‑sharing referral relationship with a named third‑party adviser (AE Wealth Management) and a disclosure that some representatives are licensed insurance agents who may offer commissionable products, which the brochure identifies as a potential conflict of interest. The brochure also states there is disciplinary information applicable to the firm, and BFG reports having no account minimum for its services.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Annuities Private / alternative investments Wealth management

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Fee options

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%

Main office

8564 E. County Road 466, Suite 302

The Villages FL 32162

Advisors at this office

6

Most active in

California · Florida · Georgia · Illinois · Indiana · Kentucky · Louisiana · Massachusetts · Michigan · Minnesota · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Texas · Virginia · Wisconsin

Also doing business as

Blackston Financial Advisory Group, LLC · Blackston's Financial Advisory Group, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

David B

Series 65

The Villages, FL

Blackston Financial Advisory Group, LLC

David Blackston is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Blackston Financial Advisory Group, LLC since 2012 and previously worked at Royal Fund Management. Outside of his advisory role, he serves as president of Blackston's Insurance and Financial Solutions, a business he has led since 2003. Blackston Financial Advisory Group provides ongoing portfolio management and advisory services to individuals and high-net-worth clients, preparing written Investment Policy Statements tailored to each relationship. The firm employs a combination of fundamental, quantitative, and technical analysis with a long-term trading approach, and it offers services without an account minimum.

Annuities Private / alternative investments Wealth management
user avatar

Travis B

Series 63, Series 65

The Villages, FL

Blackston Financial Advisory Group, LLC

Travis Bender is a financial advisor with Blackston Financial Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Royal Fund Management and has been self-employed since 1997. Bender is also an independent insurance agent specializing in life, health, disability, annuities, and long-term care. Blackston Financial Advisory Group provides portfolio management and financial planning primarily for individual and high-net-worth clients, managing approximately $333 million across 940 client relationships. The firm employs a long-term investment approach using fundamental, quantitative, and technical analysis and offers both discretionary and non-discretionary services.

Annuities Private / alternative investments Wealth management
user avatar

Richard B

Series 65

The Villages, FL

Blackston Financial Advisory Group, LLC

Richard Blackston is a Series 65 licensed financial advisor with Blackston Financial Advisory Group, LLC, where he has worked for 10 years. He has five years of industry experience and is based in The Villages, FL. Blackston Financial Advisory Group provides ongoing portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm manages approximately $333 million across about 940 client relationships, employing a long-term trading approach that incorporates fundamental, quantitative, and technical analysis.

Annuities Private / alternative investments Wealth management
user avatar

Samantha S

Series 65

The Villages, FL

Blackston Financial Advisory Group, LLC

Samantha Stocksett is a financial advisor with Blackston Financial Advisory Group, LLC, holding a Series 65 credential and having two years of industry experience. She has been with Blackston Financial Advisory Group since 2014. Blackston Financial Advisory Group provides portfolio management and advisory services to individuals and high-net-worth clients, emphasizing written Investment Policy Statements and offering rollover and IRA guidance. Investment decisions are made under discretionary authority using fundamental, quantitative, and technical analysis with a long-term orientation, and the firm does not impose an account minimum.

Annuities Private / alternative investments Wealth management
user avatar

Micah S

Series 65

The Villages, FL

Blackston Financial Advisory Group, LLC

Micah Spence is a financial advisor at Blackston Financial Advisory Group, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Northwestern Mutual and Outbounder LLC. Outside of finance, he has been involved with Sunrise Australian Labradoodles and RCR Equestrian. Blackston Financial Advisory Group provides portfolio management and advisory services to individuals and high-net-worth clients, emphasizing written Investment Policy Statements and offering rollover and IRA guidance. The firm employs a discretionary investment approach combining fundamental, quantitative, and technical analysis with a long-term orientation.

Annuities Private / alternative investments Wealth management
user avatar

April H

Series 63, Series 65

The Villages, FL

Blackston Financial Advisory Group, LLC

April Hurlburt is a financial advisor with Blackston Financial Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, BB&T Investments, and M and T Securities. Blackston Financial Advisory Group provides portfolio management and financial planning services primarily to individual and high-net-worth clients, managing approximately $333 million across about 940 client relationships. The firm utilizes a long-term trading approach based on fundamental, quantitative, and technical analysis and typically operates with discretionary trading authority on behalf of clients.

Annuities Private / alternative investments Wealth management
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