Grand Central Investment Group, Llc
- Regulatory AUM
- $196M
- Discretionary
- $166M
- Clients
- 238
- Avg AUM / client
- $825K
- Accounts
- 343
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 155 | $25.3M | 12.9% |
| High net worth individuals | 72 | $162M | 82.4% |
| Pension and profit sharing plans | 3 | $3.6M | 1.81% |
| Corporations and other businesses | 5 | $4.4M | 2.27% |
| Other | 3 | $1.1M | 0.57% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Frank Everett Cooper | Managing Member, Ceo, Manager | Jan 2015 (12y) | 75% or more | |
| Charles Edwin Poe | Chief Investment Officer | Feb 2015 (11y) | Less than 5% | |
| Michelle Eri Halpin | Svp Operations | Feb 2015 (11y) | Less than 5% | |
| Reymann, Thomas, Gregory | Chief Compliance Officer | Jan 2023 (4y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 1000 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- TradePMR $166M (85% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗