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GRAND CENTRAL INVESTMENT GROUP, LLC

CRD 172537File 801-81080
APPROVED
Retail clients
Disclosure events
Filing as of Jun 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$196.2M
Below cohort median (national)
Discretionary AUM
$165.9M
Non-discretionary $30.3M
Clients
235
343 accounts
Employees
5
Below cohort median in FL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
Mar 4, 2015
Principal office
324 S. HYDE PARK AVE., SUITE 390, TAMPA, FL, 33606
Phone
813-251-4200

Assets & accounts

ADV Item 5F
Total regulatory AUM
$196.2M
Discretionary AUM
$165.9M
Non-discretionary AUM
$30.3M
Discretionary accounts
258
Non-discretionary accounts
85
Total accounts
343
AUM per client
$835K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other5$4.4M
High net worth individuals72$161.8M
Pension and profit sharing plansFewer than 5$3.6M
Individuals (other than high net worth individuals)155$25.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Financial planning services
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11
  • Q11D5

Filed changes

DateFieldFromToChange
Aug 17, 2026Clients238235decreased by3
Apr 1, 2026Employees45increased by1
Apr 1, 2026Clients248238decreased by10
Apr 1, 2026AUM$130,406,076$196,238,900increased by$65,832,824
Apr 1, 2026Accounts355343decreased by12
May 1, 2025
vs Oct 1, 2022
Employees34increased by1
May 1, 2025
vs Oct 1, 2022
Clients297248decreased by49
May 1, 2025
vs Oct 1, 2022
AUM$124,458,905$130,406,076increased by$5,947,171
May 1, 2025
vs Oct 1, 2022
Accounts416355decreased by61
Apr 1, 2022Clients320297decreased by23
Apr 1, 2022AUM$145,415,730$124,458,905decreased by$20,956,825
Apr 1, 2022Accounts444416decreased by28
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “GRAND CENTRAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GRAND CENTRAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.