JAMES I. BLACK & COMPANY
  • JAMES I. BLACK & COMPANY

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Adviser Profile

As of Date 02/06/2026
Registration SEC, Approved, 07/28/2020
ADV Location LAKELAND, FL, United States
Contact Info 863 xxxxxxx
Websites
AUM* 144,067,165 9%
of that, discretionary 0
Number of Employees 10 11%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 1,108,209 15%
% High Net Worth 32.31% 38%
SMA’s Yes
Private Funds 2 2

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

144M 123M 103M 82M 62M 41M 21M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}

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