SEC Form ADV

JAMES I. BLACK & COMPANY

Firm profile: James I. Black & Company — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserFL

$144.1M

Assets Under Management

130

Total Clients

Employees

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Registration Details

Accession: CRD-1249
Location: LAKELAND, FL
Filing Date: February 6, 2026
AUM: $144.1M
Total Clients: 130
Employees: 10
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

JAMES I. BLACK & COMPANY is a registered investment adviser headquartered in LAKELAND, FL, managing approximately $144.1M in assets across 130 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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