Charles Poe
Grand Central Investment Group · Tampa, Florida
Charles Poe is a fee-only financial advisor at Grand Central Investment Group in Tampa, Florida, who holds the CFA credential. Charles focuses on retirement planning, small business owners and family wealth transfer. Grand Central Investment Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Grand Central Investment Group |
|---|---|
| Based in | Tampa, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $196.2M across 343 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, TX · CRD 2628408 |
| Exams passed | Series 66 (2012) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.grandcentralgroup.com |
| Profile |
How Charles's firm compares
- Grand Central Investment Group's average account is about $572,000, from its Form ADV (assets managed divided by 343 accounts).
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Questions about Charles
Is Charles Poe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Grand Central Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Grand Central Investment Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charles Poe based?
Charles Poe is based in Tampa, Florida.
What does Charles specialize in?
Charles's specialties include retirement planning, small business owners and family wealth transfer. Charles works with multi-generational families.
What credentials does Charles Poe hold?
Charles Poe holds the CFA credential.
Is Charles Poe registered with the SEC?
Yes. Charles Poe is registered as an investment adviser representative in FL and TX (CRD 2628408), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Grand Central Investment Group manage?
Grand Central Investment Group reports $196.2M across 343 accounts in assets under management.
How do I contact Charles Poe?
Through Charles's website, www.grandcentralgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Grand Central Investment Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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