Blackston's Financial Advisory Group, Llc
- Regulatory AUM
- $333M
- Discretionary
- $333M
- Clients
- 947
- Avg AUM / client
- $351K
- Accounts
- 1,832
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 877 | $214M | 64.4% |
| High net worth individuals | 63 | $118M | 35.5% |
| Pension and profit sharing plans | 6 | $339K | 0.1% |
| Corporations and other businesses | 1 | $29.8K | 0.01% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Blackston, Andrea, Evans | Member | Jul 2012 (14y) | 10% – 25% | |
| David S Blackston | Member | Jul 2012 (14y) | 50% – 75% | |
| Richard Kyle Blackston | Chief Operating Officer | Jul 2012 (14y) | 10% – 25% | |
| Thomas Dekari Kerney | Chief Compliance Officer | Aug 2024 (2y) | Less than 5% | |
| Travis Lee Bender | Registered representative | Aug 2018 (8y) | ||
| Colin A Barrett | Registered representative | Sep 2022 (4y) | ||
| Samantha Charlotte Stocksett | Registered representative | Mar 2023 (3y) | ||
| Micah Lea Spence | Registered representative | Jul 2024 (2y) | ||
| April Sue Hurlburt | Registered representative | Jul 2024 (2y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: CLIENT DID NOT LIKE PERFORMANCE OF ANNUITIES, IS SEEKING PRINCIPAL BACK WITH INTEREST, PAID SURRENDER FEES, AND ATTORNEY FEES. Status: Pending Summary: IN 12/2021 CLIENT REACHED OUT TO FIRM AND WANTED CONSERVATIVE GROWTH OF MONEY SITTING IN BANK THAT WAS NOT NEEDED IN NEAR FUTURE. OVER A FEW CLIENT MEETINGS 12/2021 THROUGH 02/2022 FIRM MET WITH CLIENT AND PROVIDED A SOLUTION WHERE IT WAS AGREED IN CLIENT MEETINGS TO PURCHASE ANNUITIES, ANNUITIES WERE SIGNED IN 04/2022, AND MORE IN 10/2022. CLIENT WAS UPSET IN 1/2023 BECAUSE CLIENT DIDN'T GET ANY INTEREST FOR POLICY YEAR 1 FROM 04/2022 TO 04/2023, HOWEVER MARKET WAS DOWN IN THIS TIME AND THIS WAS A PROTECTIVE FLOOR ON THE POLICY. CLIENT DID MAKE $59,000 IN INTEREST IN POLICY YEAR 2 FROM 04/2023 TO 04/2024. CLIENT IS SEEKING PRINCIPAL BACK WITH INTEREST FOR CALENDAR YEAR 2022, PAID SURRENDER FEES, AND ATTORNEY FEES.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $333M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗