Blackston Financial Advisory Group, LLC
Firm details
- Headquarters
- The Villages, Florida
- CRD number
- 291380
- Registered since
- February 22, 2018
- Website
- blackstonfinancialgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals64.43%
- HNWI35.46%
- Pension & Profit Sharing Plans0.1%
- Corporations / Businesses0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Blackston Financial Advisory Group, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and active since 2018. The firm operates as a fee-based wealth manager charging a percentage of assets under management and identifies itself as a capital allocator. Its client base spans individuals, families and institutional clients, and its core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. The firm does not position itself as an ESG investor, and it does not describe pension consulting or multi‑state adviser activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities30%
- Cash & Cash Equivalents8%
- Private Funds1%
Owners & executives
1 of 1
David Blackston
Founder and CEOCRD 5458383
Contacts
3 of 7
Colin Barrett
Financial AdvisorCRD 7081597
Samantha Stocksett
Client Service RepresentativeCRD 7637479
April Hurlburt
Client Services AdministratorCRD 5691565
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$155M in ETFs
72%
$112M
7%
$42.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $19.5M | 28,397 | 12.57% |
Location
The Villages, FL
Sumter
Location
The Villages, FL
Headquartered in The Villages, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Sumter
- Address
- 8564 E County Road 466
- Time zone
- ET (UTC-5)
- Office locations
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