Grand Central Investment Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$187,123,287
Clients
227
Advisors
3
across 2 offices
About
Grand Central Investment Group provides discretionary and non‑discretionary portfolio management, financial planning, and consulting to individuals (including high‑net‑worth clients), retirement plans, charitable organizations, and businesses. The firm also operates a firm‑sponsored wrap fee program, described in a separate wrap brochure, as an alternative means to deliver its portfolio management services.
The firm uses a top‑down process to set U.S. and global allocations across stocks, bonds, and cash, then emphasizes dividend‑oriented equity exposure identified through quantitative and fundamental screening and supplemented by technical analysis. Portfolios may include a broad mix of instruments — including exchange‑traded products, fixed income, alternative strategies, private placements, structured products, and MLPs — with the firm using these tools to diversify and manage volatility.
Notable disclosures in the ADV include recent material changes to ownership/leadership and the firm’s role as a wrap program sponsor, each of which the firm separately documents for clients. The firm also discloses external solicitation arrangements that allocate a portion of advisory compensation to third‑party promoters and a reliance on a small advisory team to manage a multi‑hundred‑million dollar client base, features that differentiate it from many peers.
Client services
Expertise
Fee options
Financial planning: greater of $1,000 or 0.25% of assets advised on; Consulting services: up to 1.00% of assets advised on (flat fee)
$0 - $250,000: 2.00% $250,001 - $500,000: 1.625% $500,001 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
Up to $450 per hour for financial planning services
Minimum fee: $1,500 annually minimum investment advisory fee
Main office
See office324 S. Hyde Park Ave., Suite 390
Tampa FL 33606
Advisors at this office
2
Offices (2)
Most active in
California · Florida · Georgia · New Hampshire · North Carolina · Oregon · Texas
Also doing business as
Grand Central Investment Group, LLC · Pccb, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Charles P
CFA®, Series 66
Tampa, FL
Grand Central Investment Group, LLC
Charles Poe is a CFA® charterholder and holds the Series 66 designation, with 13 years of industry experience. He has been with Grand Central Investment Group, LLC since 2014. Outside of his advisory role, he serves as a board member and shareholder of Poe Financial Group, a property and casualty insurance agency. Grand Central Investment Group provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, charitable organizations, and businesses. The firm uses a top-down approach to asset allocation, emphasizing dividend-oriented equities identified through quantitative, fundamental, and technical analysis, and employs a diverse range of investment instruments to manage risk and volatility.
Michelle H
Series 63, Series 65
Tampa, FL
Grand Central Investment Group, LLC
Michelle Halpin is a financial advisor at Grand Central Investment Group, LLC in Tampa, FL, with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Grand Central Investment Group since 2015. Grand Central Investment Group provides separate account portfolio management, financial planning, and consulting to individuals, high-net-worth clients, retirement and profit-sharing plans, charitable organizations, and corporate clients. The firm uses a top-down investment approach combined with a dividend-focused equity framework and incorporates fixed income, exchange-traded products, and alternative investments tailored to client objectives.
Frank C
Series 63, Series 65
Montreat, NC
Grand Central Investment Group, LLC
Frank Cooper III is a financial advisor with Grand Central Investment Group, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Grand Central Investment Group since 2014 and previously worked at Grand Central Group, LLC from 2015 to 2017. Grand Central Investment Group offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, retirement and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a top-down investment approach with a dividend-focused equity framework and integrates fixed income, exchange-traded products, and alternative investments, tailoring advice to each client’s objectives and constraints.
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