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BLACKSTON FINANCIAL ADVISORY GROUP, LLC

THE VILLAGES, FL · CRD 291380 · IAPD ↗ · blackstonfinancialgroup.com · 352-633-9046

$332.8MRegulatory AUM
7Advisory reps
17Employees
0Clients
More than 500Planning clients
0Private funds
18States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
April 2025 — BLACKSTON FINANCIAL ADVISORY GROUP, LLC grew from 4 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
June 2024 — BLACKSTON FINANCIAL ADVISORY GROUP, LLC notice-filed in IN, MA, MN, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2024 — BLACKSTON FINANCIAL ADVISORY GROUP, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
68
April 2024 — BLACKSTON FINANCIAL ADVISORY GROUP, LLC now reports custody of client assets ($252.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.