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Blackston's Financial Advisory Group, LLC

● SEC registered since 2018CRD 291380SEC# 801-112486The Villages, FL
Export (members)
Reg. AUM
$300.5M
Employees
17
Accounts
2,987
Location
The Villages, FL

Blackston's Financial Advisory Group, LLC assets under management

Blackston's Financial Advisory Group, LLC is an SEC-registered investment adviser based in The Villages, FL. The firm has been registered since 2018. It reports $300.5 million in regulatory assets under management and employs 17 people.
blackstonfinancialgroup.comView on SEC.gov ↗

Blackston's Financial Advisory Group, LLC owners & executives

3 reported
NameTitleOwnershipSince
Andrea Evans Blackston ControlMember10-25%2012
David S Blackston ControlMember50-75%2012
Richard Kyle Blackston ControlChief Operating Officer, Chief Compliance Officer10-25%2012

Frequently asked questions

How much does Blackston's Financial Advisory Group, LLC manage?

Blackston's Financial Advisory Group, LLC reports $300.5 million in regulatory assets under management on its Form ADV.

How many employees does Blackston's Financial Advisory Group, LLC have?

Blackston's Financial Advisory Group, LLC reports 17 employees.

Where is Blackston's Financial Advisory Group, LLC located?

Blackston's Financial Advisory Group, LLC is based in The Villages, FL and has been SEC-registered since 2018.

Does Blackston's Financial Advisory Group, LLC disclose fund performance?

Blackston's Financial Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8564 E. County Road 466, Suite 302, The Villages, FL 32162
Phone352-633-9046
Fax352-633-9043
Office hours8:30a.m.-4:30p.m.
SEC regionMiami Regional Office (MIRO)
CIK1910984
Discloses disciplinary historyYes

Assets under management

Discretionary$254.7M
Non-discretionary$45.8M
Total (RAUM)$300.5M