James I. Black & Company
James I. Black & Company is an SEC-registered wealth manager in Lakeland, FL with $144.1M assets under management (AUM, regulatory AUM), +1% over one year. See who owns James I. Black & Company: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 1249, SEC 801-118955, data through 2026-02-06.
- AUM (assets under management / regulatory AUM)
- $144.1M (2026-02-06)
- Firm type
- Wealth Manager
- Location
- Lakeland, FL
- Employees
- 10
- Clients
- 130
- CRD
- 1249
- Ownership
- BLACK, JAMES ISSAC III; CHARLES, REBECCA B; STEADMAN, NATASHA LYNN; DEAN, JEFFREY MILLER; BLACK, JENNIFER LEIGH
How much AUM does James I. Black & Company have?
James I. Black & Company reported $144.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-06).
Who owns James I. Black & Company?
Disclosed owners and executives of James I. Black & Company include BLACK, JAMES ISSAC III, CHARLES, REBECCA B, STEADMAN, NATASHA LYNN, DEAN, JEFFREY MILLER, BLACK, JENNIFER LEIGH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.