9AT: BLACKSTON FINANCIAL ADVISORY GROUP, LLC

Adviser Profile

As of Date	03/31/2026
Registration	SEC, Approved, 02/22/2018
ADV Location	THE VILLAGES, FL, United States
Contact Info	352 xxxxxxx
Websites

AUM^*	332,765,429 32%
of that, discretionary	332,765,429 74%
Number of Employees	17
of those in investment advisory functions	7 75%
Private Fund GAV^*	0
Avg Account Size	181,641 47%
% High Net Worth	6.65% 89%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser HARBOUR INVESTMENTS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM9.6b	#Funds-
Adviser ASSET ALLOCATION STRATEGIES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.0b	#Funds-
Adviser CARMEL CAPITAL PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund16.4m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV16.4m	AUM434.3m	#Funds3
Adviser AUDENT GLOBAL ASSET MANAGEMENT, LLC	Hedge Fund133.5m	Liquidity Fund-	Private Equity Fund44.2m	Real Estate Fund78.3m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV256.0m	AUM452.3m	#Funds13
Adviser BUTTONWOOD FINANCIAL GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM659.5m	#Funds-
Adviser IRON HORSE WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM532.8m	#Funds-
Adviser ALDEN CAPITAL	Hedge Fund15.8m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV15.8m	AUM1.5b	#Funds1
Adviser VIRTUS FINANCIAL PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM152.5m	#Funds-
Adviser BILL FEW ASSOCIATES, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.7b	#Funds-
Adviser ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM464.3m	#Funds-

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck Ticker922908363	Stock NameVANGUARD INDEX FDS	$ Position$17,354,712	% Position11.00%	$ Change-4.00%	# Change0.00%
Stck Ticker921910816	Stock NameVANGUARD WORLD FD	$ Position$16,209,683	% Position10.00%	$ Change-11.00%	# Change0.00%
Stck Ticker922908769	Stock NameVANGUARD INDEX FDS	$ Position$12,163,529	% Position8.00%	$ Change-6.00%	# Change-2.00%
Stck Ticker922908637	Stock NameVANGUARD INDEX FDS	$ Position$11,769,437	% Position7.00%	$ Change-6.00%	# Change-1.00%
Stck Ticker921908844	Stock NameVANGUARD SPECIALIZED FUNDS	$ Position$10,435,823	% Position7.00%	$ Change-3.00%	# Change-1.00%
Stck Ticker921910873	Stock NameVANGUARD WORLD FD	$ Position$9,609,215	% Position6.00%	$ Change-4.00%	# Change2.00%
Stck Ticker92204A207	Stock NameVANGUARD WORLD FD	$ Position$10,117,048	% Position6.00%	$ Change8.00%	# Change1.00%
Stck Ticker922908629	Stock NameVANGUARD INDEX FDS	$ Position$6,699,297	% Position4.00%	$ Change-1.00%	# Change0.00%
Stck Ticker921946406	Stock NameVANGUARD WHITEHALL FDS	$ Position$5,549,986	% Position3.00%	$ Change1.00%	# Change-2.00%
Stck Ticker037833100	Stock NameAPPLE INC	$ Position$3,585,907	% Position2.00%	$ Change5.00%	# Change13.00%

Brochure Summary

Overview

A. Description of the Advisory Firm B. Types of Advisory Services third-party adviser. BFG will review the ongoing performance of the third-party adviser as a portion of the client's portfolio. Services Limited to Specific Types of Investments BFG generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs (including ETFs in the gold and precious metal sectors), treasury inflation protected/inflation linked bonds, non-U.S. securities and private placements. BFG may use other securities as well to help diversify a portfolio when applicable. BFG offers the same suite of services to all of its clients. However, specific client investment strategies and their implementation are dependent upon the client Investment Policy Statement which outlines each client’s current situation (income, tax levels, and risk tolerance levels). Clients may impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs. However, if the restrictions prevent BFG from properly servicing the client account, or if the restrictions would require BFG to deviate from its standard suite of services, BFG reserves the right to end the relationship. A wrap fee program is an investment program where the investor pays one stated fee that includes management fees, transaction costs, fund expenses, and other administrative fees. BFG does not participate in any wrap fee programs. BFG has the following assets under management: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $190,775,052 $61,697,034 December 31, C. Client Tailored Services and Client

Imposed Restrictions D. Wrap Fee Programs E. Assets under Management Portfolio Management Fees Total Assets Under Management Annual Fees $0 - $100,000 2.00% $100,001 - $300,000 1.75% $300,001 - $1,000,000 1.50% $1,000,001 - And up 1.00% BFG uses the average daily balance to charge monthly, after taking into account deposits and withdrawals, for purposes of determining the market value of the assets upon which the advisory fee is based. These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract. Clients may terminate the agreement without penalty for a full refund of BFG's fees within five business days of signing the Investment Advisory Contract. Thereafter, clients may terminate the Investment Advisory Contract generally with 5 days' written notice. Selection of Other Advisers Fees BFG will be compensated via a fee share from the advisers to which it directs those clients. This relationship will be memorialized in each a between BFG and each third-party adviser. The fees shared will not exceed any limit imposed by any regulatory agency. BFG direct clients to AE Wealth Management. The annual fee schedule is as follows: Total Assets Under Management BFG’s Fee Third Party’s Fee Total Fee $0 - $100,000 1.50% .50% 2.00% $100,001 - $1,000,000 1.00% .50% 1.50% $1,000,001 – And Up .75% .50% 1.25% BFG uses average daily balance to charge monthly, after taking into account deposits and withdrawals, for purposes of determining the market value of the assets upon which the advisory fee is based. These fees are negotiable.

BLACKSTON FINANCIAL ADVISORY GROUP, LLC

BLACKSTON FINANCIAL ADVISORY GROUP, LLC

BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Top Holdings

Brochure Summary

Overview

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BLACKSTON FINANCIAL ADVISORY GROUP, LLC BLACKSTON FINANCIAL ADVISORY GROUP, LLC BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Top Holdings

Brochure Summary

Overview

BLACKSTON FINANCIAL ADVISORY GROUP, LLC

BLACKSTON FINANCIAL ADVISORY GROUP, LLC

BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC