GRAND CENTRAL INVESTMENT GROUP, LLC
SEC RegisteredWe help our clients reach their financial destination.
About the firm
Grand Central Investment Group is a boutique wealth management and financial planning firm with nearly fifty years of experience serving the Tampa Bay area. They believe in providing a superior client experience by treating each individual as family and aligning resources to create customized, comprehensive financial strategies that support clients' personal and financial goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management and financial planning, including customized and comprehensive financial strategies aligned to clients' personal and financial goals.
Who they serve
Individuals in the Tampa Bay area seeking wealth management and financial planning services.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 155 | $25M |
| High Net Worth Individuals | 72 | $162M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 3 | $3.6M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $250,000 | 2.00% |
| Next $250,000 | 1.63% |
| Next $500,000 | 1.50% |
| Next $1,000,000 | 1.25% |
| Next $3,000,000 | 1.00% |
| Over $5,000,000 | 0.75% |
Data as of April 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GRAND CENTRAL INVESTMENT GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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