James I. Black & Company
● SEC registered since 2020CRD 1249SEC# 801-118955Lakeland, FL
Reg. AUM
$144.1M
Employees
10
Accounts
130
Location
Lakeland, FL
About James I. Black & Company
James I. Black & Company provides investment advice covering stocks, bonds, mutual funds, futures and commodities, IRAs, financial planning, and retirement planning. It emphasizes experienced, trusted guidance for investors.
Summary based on the firm’s website.
James I. Black & Company assets under management
James I. Black & Company is an investment advisory firm registered with the SEC based in Lakeland, FL. The firm has been registered since 2020. It reports $144.1 million in regulatory assets under management and employs 10 people.
James I. Black & Company owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Doris Black Lyons | Treasurer | 10-25% | 2008 |
| Gerald Leroy Black Control | President And Director | 25-50% | 2006 |
| James Issac III Black | Owner | 10-25% | 2008 |
| Jeffrey Miller Dean Control | Director | Under 5% | 2011 |
| Jennifer Leigh Black | Owner | 5-10% | 2014 |
| Katharine Ann Black | Owner | 5-10% | 2014 |
| Natasha Lynn Steadman Control | Chief Compliance Officer | Under 5% | 2011 |
| Rebecca B Charles | Owner | 10-25% | 2008 |
| Stephanie Marie Black | Owner | 5-10% | 2014 |
Frequently asked questions
How much does James I. Black & Company manage?
James I. Black & Company reports $144.1 million in regulatory assets under management on its Form ADV.
How many employees does James I. Black & Company have?
James I. Black & Company reports 10 employees.
Where is James I. Black & Company located?
James I. Black & Company is based in Lakeland, FL and has been SEC-registered since 2020.
Does James I. Black & Company disclose fund performance?
James I. Black & Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 311 South Florida Avenue, Lakeland, FL 33801 |
| Phone | 863-686-4163 |
| Office hours | 8:30 - 4:00 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$144.1M▲ 1%
Feb '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,369 advisers
EmployeesTop 40%
More than 60% of 16,804 advisers
Assets under management
$144.1Mregulatory AUM
Discretionary $0Non-discretionary $144.1M