LP Profile

James I. Black & Company

Also known as james i black and

Wealth ManagerLakeland, United StatesFounded 1964
$124M
Assets Under Management
Lakeland
Headquarters
Investment Focus

About James I. Black & Company

James I. Black and Company Investments of Lakeland, Florida, boasts 155 years

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to James I. Black & Company from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$144.1M
Total Clients
130
Filing Date
February 6, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to James I. Black & Company across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is James I. Black & Company?

James I. Black & Company is a wealth manager based in Lakeland, United States, managing approximately $124M in assets.

Where is James I. Black & Company headquartered?

James I. Black & Company is headquartered in Lakeland, United States.

How much does James I. Black & Company manage?

James I. Black & Company manages approximately $124M in assets under management.

When was James I. Black & Company founded?

James I. Black & Company was founded in 1964.

How can I contact James I. Black & Company?

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