| Name | Title | Ownership | Since |
|---|---|---|---|
| Doris Black Lyons | Treasurer | 10-25% | 2008 |
| Gerald Leroy Black Control | President And Director | 25-50% | 2006 |
| James Issac III Black | Owner | 10-25% | 2008 |
James I. Black & Company reports $142.6 million in regulatory assets under management on its Form ADV.
James I. Black & Company reports 10 employees.
James I. Black & Company is based in Lakeland, FL and has been SEC-registered since 2020.
James I. Black & Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 311 South Florida Avenue, Lakeland, FL 33801 |
| Phone | 863-686-4163 |
| Office hours | 8:30 - 4:00 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
| Discretionary | — |
| Non-discretionary | $142.6M |
| Total (RAUM) | $142.6M |