BLACKSTON FINANCIAL ADVISORY GROUP, LLC

Overview

Blackston Financial Advisory Group, LLC is an independent, fee-based registered investment adviser that manages both individual/family and institutional relationships. The firm operates as a capital allocator and centers its advisory work on financial planning, discretionary portfolio management for individuals and small businesses, and selection of third‑party advisers when clients need access to specialized strategies. Investment approach emphasizes public funds and mutual funds for core exposures, with broad-market index ETFs showing up as the dominant vehicle in their equity filings. The firm does not present itself as an active ESG investor and is not classified as a multi-state adviser. Blackston charges a percentage-of-AUM fee schedule and relies on discretionary authority for its assets under management. Since its SEC registration in 2018 the firm has built a client base focused on approachable institutional and high‑net‑worth individual work, using mutual funds, ETFs and selectively allocated private placements and annuity solutions when appropriate for client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices