{
  "crd_number": 172537,
  "slug": "grand-central-investment-group-llc-tampa-fl-172537",
  "primary_business_name": "GRAND CENTRAL INVESTMENT GROUP, LLC",
  "legal_name": "GRAND CENTRAL INVESTMENT GROUP, LLC",
  "dbas": [],
  "city": "Tampa",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "45300",
  "metro": {
    "cbsa_code": "45300",
    "common_name": "Tampa",
    "msa_name": "Tampa-St. Petersburg-Clearwater, FL",
    "path": "/advisors/fl/tampa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-03-04",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-06-30",
  "carried_forward": false,
  "raum_total": 196238900.0,
  "raum_discretionary": 165924407.0,
  "raum_non_discretionary": 30314493.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 1111681.0,
      "count": 3,
      "description": "529",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 25336474.0,
      "count": 155
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 3557637.0,
      "count": 3,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 161786813.0,
      "count": 72
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 4446295.0,
      "count": 5
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA",
    "FL",
    "GA",
    "NC",
    "NH",
    "OR",
    "TX"
  ],
  "websites": [
    "https://grandcentralgroup.com",
    "https://linkedin.com/COMPANY/3862938"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172537",
  "disclosure_items": [
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    }
  ],
  "city_as_filed": "TAMPA",
  "url": "https://advisorcensus.com/firm/grand-central-investment-group-llc-tampa-fl-172537",
  "display_name": "Grand Central Investment Group, LLC",
  "summary": "Grand Central Investment Group, LLC is an SEC-registered investment advisory firm in Tampa, FL, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 30, 2026.",
  "citation": "AdvisorCensus. Grand Central Investment Group, LLC (CRD 172537): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Grand Central Investment Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Grand Central Investment Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Grand Central Investment Group, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated April 28, 2026 states: Hourly rate: $450 an hour (financial planning services); Flat fee: $1,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Grand Central Investment Group, LLC located?",
      "a": "Grand Central Investment Group, LLC's principal office is in Tampa, FL, according to its Form ADV."
    },
    {
      "q": "Is Grand Central Investment Group, LLC registered with the SEC or a state?",
      "a": "Grand Central Investment Group, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 172537."
    },
    {
      "q": "How much does Grand Central Investment Group, LLC manage?",
      "a": "Grand Central Investment Group, LLC reports $196,238,900 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (85% discretionary)."
    },
    {
      "q": "How have Grand Central Investment Group, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Grand Central Investment Group, LLC: Regulatory assets under management: $145,415,730 in the October 2021 data and $196,238,900 in the October 2026 data, up 35%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Grand Central Investment Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (155); high net worth individuals (72); corporations or other businesses not listed above (5)."
    },
    {
      "q": "Which custodians does Grand Central Investment Group, LLC use?",
      "a": "Grand Central Investment Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Trade-PMR Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Grand Central Investment Group, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/172537"
    },
    {
      "q": "What changed in Grand Central Investment Group, LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 145415730.0,
      "total_employees": 3,
      "filing_date": "2021-03-11"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 124458905.0,
      "total_employees": 3,
      "filing_date": "2022-03-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 112481901.0,
      "total_employees": 3,
      "filing_date": "2023-03-08"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 125613480.0,
      "total_employees": 4,
      "filing_date": "2024-03-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 130406076.0,
      "total_employees": 4,
      "filing_date": "2025-03-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 196238900.0,
      "total_employees": 5,
      "filing_date": "2026-06-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $130,406,076 to $196,238,900 (+50%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 28, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $450 an hour (financial planning services)",
      "Flat fee: $1,000 (financial planning services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $450 an hour (financial planning services)"
        ],
        "quotes": [
          "The hourly charge for financial planning services is a maximum of $450 per hour and the flat rate fee is the greater of $1,000 or .25% of assets advised on."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 (financial planning services)"
        ],
        "quotes": [
          "The hourly charge for financial planning services is a maximum of $450 per hour and the flat rate fee is the greater of $1,000 or .25% of assets advised on."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 450.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        },
        {
          "kind": "flat",
          "amount": 1000.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "The hourly charge for financial planning services is a maximum of $450 per hour and the flat rate fee is the greater of $1,000 or .25% of assets advised on.",
      "The hourly charge for financial planning services is a maximum of $450 per hour and the flat rate fee is the greater of $1,000 or .25% of assets advised on."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Trade-PMR Inc.",
      "name_as_filed": "TRADE-PMR INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/grand-central-investment-group-llc-tampa-fl-172537.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 155,
      "fewer_than_5": false,
      "raum": 25336474.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 72,
      "fewer_than_5": false,
      "raum": 161786813.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 3,
      "fewer_than_5": true,
      "raum": 3557637.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 4446295.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 3,
      "fewer_than_5": true,
      "raum": 1111681.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172537",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}