James I. Black & Company
● SEC registered since 2020CRD 1249SEC# 801-118955Lakeland, FL
Reg. AUM
$144.1M
Employees
10
Accounts
130
Location
Lakeland, FL
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, monthlyJul '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,306 advisers
EmployeesTop 40%
More than 60% of 16,824 advisers
Assets under management
$144.1Mregulatory AUM
Discretionary $0Non-discretionary $144.1M