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, individual-owned registered investment adviser that began its SEC registration in 2018. The firm operates as a limited liability company and markets itself as a capital allocator serving both individual and family clients and institutional relationships. Compensation is fee-based on a percentage of assets under management. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. The firm does not identify as an ESG investor and does not report pension consulting or multi-state adviser specialties.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$152M in ETFs
73%
$111M
7%
$41.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD WORLD FUND (MGK) | Vanguard | Passive | Large Growth | $19.3M | 207,825 | 12.66% |
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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