CRD: 291380
Blackston Financial Advisory Group, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- AlphaLegacy +more
- Established Date
- 07-01-2012
- Office Locations
- 1
Office Locations
About Blackston Financial Advisory Group, LLC
Blackston Financial Advisory Group is a The Villages, Florida-based RIA focused on retirees, providing comprehensive financial planning spanning retirement, tax and estate planning, insurance, and charitable/legacy strategies. Portfolios lean heavily on ETFs within an asset-allocation approach with tax-efficient and fixed-income elements, custodied at Charles Schwab. The firm authored “Have You Ever Been Bitten by an Elephant?” and was a 2025 Community’s Choice Awards winner for financial planning services.
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Owner & Executives
DAVID S BLACKSTON
Financial Advisor, General Partner
- CRD
- #5458383
- Ownership
- 50% but less than 75%
Andrea Evans Blackston
Financial Advisor
- CRD
- --
- Ownership
- 10% but less than 25%
Vector legacy
Vital element unison
- CRD
- #50961
- Ownership
- 26.6%
Showing 2 of 3 owners & executives
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Colin A Barrett
Investment Advisor Representative
- CRD
- #7081597
TRAVIS LEE BENDER
Advisor
- CRD
- #2917425
Legacy optima
Delta vector
- CRD
- #80505
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $332,765,429 | $181,641 |
| Non-Discretionary | $0 | -- |
| Total | $332,765,429 | $181,641 |
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Separately Managed Accounts
Total SMA Asset: $332,765,429
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $421,980,490 | 15.8% |
| Equity - Exchange | $870,668,605 | 32.6% |
| Cash | $464,712,691 | 17.4% |
| Private Funds | $913,400,807 | 34.2% |
| Total | $2,670,762,593 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM HORIZON | HORIZON BRIDGE | 16FNELW4Q | MFXX | 1.38% | $5,572,465 |
| MATRIX SUMMIT | RADIAL LEGACY | YY6QILZD4 | NCGE | 8.85% | $37,190,304 |
| SUMMIT DELTA MATRIX | EAGLE SIGNAL | GC4M9713I | XJG | 1.93% | $82,361,839 |
| VALUE RADIAL | FUSION VERTEX | T33YE2L8X | WTVBH | 12.53% | $110,619,011 |
| ALPHA CATALYST | NORTH HARBOR | KK907580D | XSI | 4.30% | $29,731,100 |
| PEAK FRONTIER LEGACY | ELEMENT SIGNAL | AEUNTJQOQ | LBKOM | 1.25% | $73,741,986 |
| FOCUS OAK | ELEMENT INSIGHT | SZKBQWMAN | AJHZR | 6.32% | $41,676,046 |
| BRIDGE ELEMENT TIMBER | RIDGE FOUNDATION | IRZTNW0HL | CCKRE | 8.19% | $111,937,027 |