RIA Intel›Advisers›Florida›JAMES I. BLACK & COMPANY

JAMES I. BLACK & COMPANY

Advisory

N·LAKELAND, FL

Data as of Feb 6, 2026 · Source: SEC Form ADV

Total AUM

$144M

1-Year AUM Growth

-1.1%

3-Year CAGR

+4.1%

Employees

2

Assets Under Management

Total AUM$144M

Discretionary AUM$0

Non-Discretionary AUM$144M

Discretionary %0%

Total Clients138

Team

Total Employees2

Investment Advisers10

Employee Growth (1Y)—

Filing History

Total Filings on Record8

First FilingMay 21, 2020

Latest FilingFeb 6, 2026

🔒 Full AUM trend chart and 8 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on JAMES I. BLACK & COMPANY

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.