THE VILLAGES, FLCRD 291380Latest ADV March 31, 2026
Blackston Financial Advisory Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in The Villages, FL. Its latest Form ADV filing, dated March 31, 2026, reports $333M in regulatory assets under management, 17 employees, 1 office, and 1,832 accounts.
Assets Under Management
$333M
Employees
17
Offices
1 office
Total Clients
947
Primary office
THE VILLAGES, FL
8564 E. COUNTY ROAD 466, SUITE 302, THE VILLAGES, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 92.6% of total clients.
Top client categories% of clientsClients
1
Individuals
92.6%
877
2
HNWI
6.7%
63
3
Pension Plans
0.6%
6
4
Corporations
0.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$333Mas of March 31, 2026
Discretionary100.0%
$333M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$333M
Total Accounts1,832
10Y AUM Change+$333M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee56:1
10Y Employee Change+14 (+466.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.