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JAMES I. BLACK & COMPANY
CRD 1249 · SEC 801-118955
311 SOUTH FLORIDA AVENUE, LAKELAND, FL, 33801, United States
Phone
863-686-4163
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$144.1M
Discretionary AUM
$0
Team
10 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; NEGOTIABLE
Org form
Corporation
Filing date
2026-02-06
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 88 | $29.6M |
| High net worth individuals | 42 | $114.5M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD