# James I. Black & Company

James I. Black & Company is a Bank / Wealth / Trust based in Lakeland, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lakeland, United States
- **Region:** North America
- **Address:** Lakeland, FL, United States
- **Founded:** 1964
- **Assets under management:** Undisclosed
- **Website:** jamesiblack.com

## Regulatory record

- **CRD number:** 1249
- **SEC file number:** 801-118955
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/1249

## About

James I. Black & Company has operated from Lakeland, Florida, for more than six decades, placing it among the state's enduring regional advisory practices. Founded in 1964 by James I. Black, the firm was built to provide investment counsel to local families and fiduciaries, a mandate that remains visibly intact. The practice advises individuals, guardianships, trusts, and estates, reflecting a legal-and-financial crossover typical of community-rooted wealth managers. The firm's investment process is structured around customized portfolio management and retirement planning, with an emphasis on conservative, income-aware asset allocation. Discretionary separate accounts form the core delivery mechanism, and the firm does not publicly promote participation in private markets, direct co-investments, or pooled vehicles. The geographic focus is overwhelmingly central Florida, with client relationships concentrated in Polk County and the I-4 corridor. The practice remains small by industry standards, operating from a single office and serving a deliberately bounded client base. No adjacent philanthropic foundations, club structures, or operating-business relationships are publicly disclosed. The absence of a multi-generational leadership transition narrative distinguishes it from peers that have professionalized, sold to aggregators, or added younger partners. The firm's continuity — same name, same city, same service lines — has been its defining operational signature since inception. Structurally, James I. Black & Company functions as a sole-proprietor or closely held advisory practice focused on fiduciary accounts, making it a distinct example of the hyper-local, non-scaled wealth manager that survives on personal reputation rather than brand advertising.

## People

- James I. Black — Founder

## Questions

### What is the investment philosophy of James I. Black & Company?

The firm emphasizes customized portfolio management and retirement planning with a conservative, income-aware approach. Discretionary separate accounts tailored to individual client circumstances are the primary vehicle. The firm does not publicly market exposure to private equity, venture capital, or hedge fund strategies.

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Last updated: 2026-08-11T02:43:31.692Z

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