Blackston Financial Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Fee options
$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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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