{"url":"https://nivawealth.com/firms/blackston-s-financial-advisory-group-291380","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/291380","regulatoryAum":332765429,"crd":"291380","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2917425","suffix":null,"lastName":"BENDER","firstName":"TRAVIS","middleName":"LEE"},{"crd":"5458383","suffix":null,"lastName":"BLACKSTON","firstName":"DAVID","middleName":"S"},{"crd":"6904997","suffix":null,"lastName":"BLACKSTON","firstName":"RICHARD","middleName":"KYLE"},{"crd":"5691565","suffix":null,"lastName":"HURLBURT","firstName":"APRIL","middleName":"SUE"},{"crd":"7627149","suffix":null,"lastName":"Spence","firstName":"Micah","middleName":"Lea"},{"crd":"7637479","suffix":null,"lastName":"STOCKSETT","firstName":"SAMANTHA","middleName":"CHARLOTTE"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-02-22","regulatoryAum":167421522,"clients":948,"employees":5,"offices":3},{"filedOn":"2022-04-28","regulatoryAum":223621571,"clients":1073,"employees":5,"offices":3},{"filedOn":"2023-05-23","regulatoryAum":207000000,"clients":1193,"employees":13,"offices":3},{"filedOn":"2024-06-05","regulatoryAum":252472086,"clients":1194,"employees":17,"offices":3},{"filedOn":"2025-03-24","regulatoryAum":300506924,"clients":1012,"employees":17,"offices":2},{"filedOn":"2026-03-31","regulatoryAum":332765429,"clients":947,"employees":17,"offices":2}],"secFileNumber":"801-112486","legalName":"Blackston'S Financial Advisory Group, LLC","displayName":"Blackston'S Financial Advisory Group","slug":"blackston-s-financial-advisory-group-291380","website":"https://blackstonfinancialgroup.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"8564 E. 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The fee is billed in arrears and is negotiable.","source":"ADV PART 2A BLACKSTON FINANCIAL  ADVISORY GROUP, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Blackston'S Financial Advisory Group use?","answer":"Blackston'S Financial Advisory Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $333M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Blackston'S Financial Advisory Group have?","answer":"Blackston'S Financial Advisory Group has 7 investment adviser representatives registered with state securities authorities, out of 17 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Blackston'S Financial Advisory Group invest in?","answer":"At the end of its last fiscal year, Blackston'S Financial Advisory Group’s separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 30% exchange-traded equities, 8% cash and equivalents and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Blackston'S Financial Advisory Group?","answer":"Blackston'S Financial Advisory Group’s direct owners are David Blackston (50% to 75%), Richard Blackston (10% to 25%) and Andrea Blackston (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Blackston'S Financial Advisory Group get paid?","answer":"Blackston'S Financial Advisory Group is paid through a percentage of assets under management. 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