Firm profile

GRAND CENTRAL INVESTMENT GROUP, LLC

TAMPA, FLCRD 172537Latest ADV April 28, 2026

Grand Central Investment Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tampa, FL. Its latest Form ADV filing, dated April 28, 2026, reports $196M in regulatory assets under management, 5 employees, and 343 accounts.

Assets Under Management
$196M
Employees
5
Offices
--
Total Clients
238
Primary office
TAMPA, FL
324 S. HYDE PARK AVE., SUITE 390, TAMPA, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOCharles E. Poe
CCOThomas G. Reymann

Advisory services offered

4 types reported
Financial Planning Services
Other advisory services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 65.1% of total clients.
Top client categories% of clientsClients
1
Individuals
65.1%
155
2
HNWI
30.3%
72
3
Corporations
2.1%
5
4
Pension Plans
1.3%
3
5
529
1.3%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$196Mas of April 28, 2026
Discretionary84.6%
$166M
85% of total RAUM84.6%
Non-discretionary15.4%
$30M
15% of total RAUM15.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$196M
Total Accounts343
10Y AUM Change+$76M (+63.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee48:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.