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BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC

dba BLACKSTON FINANCIAL ADVISORY GROUP, LLC · CRD 291380 · Registered Investment Adviser

Civil/Other disclosure

BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC is a Registered Investment Adviser headquartered in THE VILLAGES, FL. The firm reports $332,765,429 in regulatory assets under management across 1,832 accounts. It reports 1 Form ADV Item 11 disciplinary disclosure(s) (Civil/Other).

Regulatory assets under management

Discretionary$332,765,429
Non-discretionary$0
Total RAUM$332,765,429
Accounts1,832

Disciplinary history (Form ADV Item 11)

This adviser answered "yes" to 1 Item 11 disclosure question(s):

CategoryReported
Criminal (11A / 11B)—
Regulatory (11C–11F)—
Civil / Other (11G / 11H)Yes

Item 11 captures firm-level Y/N disclosures only. For the narrative Disciplinary Reporting Pages, see the full Form ADV PDF on SEC IAPD.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 291380. adviserinfo.sec.gov/firm/summary/291380.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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