Grand Central Investment Group provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Grand Central Investment Group reports 238 clients. They include 155 individual clients, 72 high-net-worth individuals, and 5 corporations and other businesses. Of its assets, 84.6% ($166M across 258 accounts) are managed with discretion; $30.3M across 85 accounts are not. A wrap fee program the firm both sponsors and manages holds $165M. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 65% | 13% |
| High-net-worth individuals | 30% | 82% |
| Pension and profit-sharing plans | 1% | 2% |
| Corporations and other businesses | 2% | 2% |
| Other | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 155 | $25.3M | 12.9% | $163K |
| High-net-worth individuals | 72 | $162M | 82.4% | $2.25M |
| Pension and profit-sharing plans | Fewer than 5 | $3.56M | 1.8% | $1.19M |
| Corporations and other businesses | 5 | $4.45M | 2.3% | $889K |
| Other | Fewer than 5 | $1.11M | 0.6% | $371K |
| Total | 238 | $196M | 100% | — |
- Clients
- 155
- Regulatory AUM
- $25.3M
- AUM share
- 12.9%
- Avg. per client
- $163K
- Clients
- 72
- Regulatory AUM
- $162M
- AUM share
- 82.4%
- Avg. per client
- $2.25M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.56M
- AUM share
- 1.8%
- Avg. per client
- $1.19M
- Clients
- 5
- Regulatory AUM
- $4.45M
- AUM share
- 2.3%
- Avg. per client
- $889K
- Clients
- Fewer than 5
- Regulatory AUM
- $1.11M
- AUM share
- 0.6%
- Avg. per client
- $371K
Total
- Clients
- 238
- Regulatory AUM
- $196M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Grand Central Investment Group is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting Fees
- A flat-rate consulting fee of a maximum of 1.00% of assets advised on, negotiated per client.
- Financial Planning Fees
- Hourly financial planning at a maximum of $450 an hour, or a flat fee of the greater of $1,000 or 0.25% of assets advised on, negotiated per client.
Charles Poe owns 75% or more of Grand Central Investment Group. The leadership team of Grand Central Investment Group includes Chief Compliance Officer Charles Poe. It has 5 employees, 2 of them in advisory roles.
Staff
- 5 employees
- 2 in advisory functions
- 1 soliciting firm
- Owns 75% or more of Grand Central Investment Group, LLC
Charles Poe
Control person · since June 2026
Grand Central Investment Group’s regulatory assets grew from $145M (March 2021) to $196M (June 2026); clients fell from 320 to 238 and employees rose from 3 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $196M | 238 | 5 | 1 |
| Mar 2025March 2025 | $130M | 248 | 4 | 1 |
| Mar 2024March 2024 | $126M | 260 | 4 | 2 |
| Mar 2023March 2023 | $112M | 270 | 3 | 2 |
| Mar 2022March 2022 | $124M | 297 | 3 | 2 |
| Mar 2021March 2021 | $145M | 320 | 3 | 2 |
Besides its headquarters, Grand Central Investment Group has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 324 S. Hyde Park Ave., Suite 390, TampaHQ
Contact and registration details
- Legal name
- Grand Central Investment Group, LLC
- Headquarters
- 324 S. Hyde Park Ave., Suite 390, Tampa, FL 33606
- Website
- grandcentralgroup.com
- Phone
- 813-251-4200
- @3862938
- SEC file
- 801-81080
- Structure
- Florida LLC
- Fiscal year end
- December
Grand Central Investment Group’s named custodian for separately managed accounts is Trade-PMR ($166M). Grand Central Investment Group does not have custody of client assets.
- Trade-PMRTrade-PMR Inc. · Gainesville, FL · $166M100%
At year end, Grand Central Investment Group’s separately managed accounts were mostly in stocks (73%) and funds (13%). Its reported 13F holdings for the quarter ended 30 June 2026 total $120M across 40 positions; the largest are Amplify ETF TR (8.5%), Vishay Precision Group Inc. (7.0%) and Vaneck ETF Trust (6.8%).
What the accounts hold
- Stocks73%
- Funds13%
- Bonds7%
- State and local bonds4%
- U.S. government and agency bonds3%
- Cash7%
How many clients does Grand Central Investment Group have?
Grand Central Investment Group has 238 clients and manages $196 million for them, as of June 2026. They include 155 individual clients, 72 high-net-worth individuals, and 5 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 June 2026
What services does Grand Central Investment Group offer?
Grand Central Investment Group provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Grand Central Investment Group use?
Grand Central Investment Group’s separately managed account assets are held at Trade-PMR Inc. (Gainesville, FL), with $166M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 June 2026
How many financial advisors does Grand Central Investment Group have?
Grand Central Investment Group has 0 investment adviser representatives registered with state securities authorities, out of 5 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Grand Central Investment Group invest in?
At the end of its last fiscal year, Grand Central Investment Group’s separately managed accounts held 73% exchange-traded equities, 13% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 4% state and local bonds and 3% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Grand Central Investment Group?
Grand Central Investment Group’s direct owner is Charles Poe (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 June 2026
How does Grand Central Investment Group get paid?
Grand Central Investment Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Grand Central Investment Group?
Grand Central Investment Group’s main office is at 324 S. Hyde Park Ave., Suite 390, Tampa, FL 33606. Its phone number is 813-251-4200. Its website is grandcentralgroup.com.
