Itb Capital Advisors, LLC (Lakeland)

Name: Itb Capital Advisors, LLC
Address: 311 South Florida Avenue, Lakeland, FL, 33801
Telephone: 863-686-4163

Itb Capital Advisors, LLC is an investment adviser to an investment company based in Lakeland. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Florida.

Itb Capital Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Itb Capital Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Itb Capital Advisors serves?

The only and largest group of clients of Itb Capital Advisors is investment companies with 1 clients and $0 of assets under management. Among the 0 most similar advisory firms, Itb Capital Advisors has the 0th lowest percentage of investment companies out of all clients.

None of the firm’s clients are foreign persons or businesses.

Itb Capital Advisors doesn't advise any private funds.

Careers at Itb Capital Advisors, LLC

The company employs 6 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gerald Leroy Black	Managing member, cco	1 Aug 2005	50% - 75%	811414
Jeffrey Miller Dean	Managing member	1 Jan 2006	50% - 75%	5273435

Based in Lakeland

The principal office where Itb Capital Advisors, LLC performs its advisory services is located at 311 South Florida Avenue, Lakeland, FL 33801, which is also the mailing address of the firm. An additional office of the firm is in Tampa, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 863-686-4163 or by fax 863-688-8908. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at itbcapitaladvisors.com.