CRD: 172537
Grand Central Investment Group, LLC
$196.2M Total AUM
$165.9M Disc. AUM
19.8% 3Y CAGR
5 Employees
241 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Trade-PMR ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Momentum momentumSummit
- Established Date
- 09-05-2014
- Office Locations
- 1
Office Locations
324 S. Hyde Park Ave. Suite 390 Tampa FL
About Grand Central Investment Group, LLC
Grand Central Investment Group, LLC is a Tampa-based RIA. The firm has been operating for 11 years. Managing $196.2M in total assets under management, with 2 advisory representatives. They custody assets with Trade-PMR and Wells Fargo. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
47 AVG AGE
$98.1M AVG AUM / ADVISOR
$814.3K AVG AUM / CLIENT
9.4 yrs AVG TENURE
5 Employees
2 Advisory Reps
0 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Zenith Pioneer Optima vertex Glacier Vital Vector frontier
Client Personas
Eagle ridge
Custodian
Oak prime Prime oak Element Delta glacier
Investment Themes
Fusion prime Prime signal
Investment Vehicles
Wave vector Meridian
Services
Legacy capital Oak Vector Delta harbor Harbor Harbor
Technology
Glacier Frontier
Owner & Executives
CHARLES EDWIN POE
Chief Executive Officer, Chief Investment Officer
- CRD
- #2628408
- Ownership
- 75% or more
(690) 415-3715
signal.value@glaciercapital.com
in linkedin.com/in/capital-north
F
FRANK EVERETT COOPER III
Advisor, FOUNDER
- CRD
- #53531
- Ownership
- Less than 5%
(756) 280-6549
peak.crest@frontiercapital.com
in linkedin.com/in/peak-prime
E
Eagle fusion
Atlas fusion
- CRD
- #97137
- Ownership
- 8.7%
(257) 328-5502
harbor.signal@optimacapital.com
in linkedin.com/in/element-focus
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $165,924,407 | $643,118 |
| Non-Discretionary | $30,314,493 | $356,641 |
| Total | $196,238,900 | $572,125 |
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Separately Managed Accounts
Total SMA Asset: $196,238,900
Equity - Exchange:
12.8% Public Funds:
25.1% Cash:
28.1% Municipal Bonds:
21.5% U.S. Government/Agency:
12.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $225,896,128 | 12.8% |
| Public Funds | $442,968,189 | 25.1% |
| Cash | $495,912,594 | 28.1% |
| Municipal Bonds | $379,434,903 | 21.5% |
| U.S. Government/Agency | $220,601,689 | 12.5% |
| Total | $1,764,813,503 | 100.0% |