Fee-only adviser · Davenport, IA
Quad-Cities Investment Group, LLC
Quad-Cities Investment Group, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Davenport, Iowa. On its latest Form ADV, filed April 16, 2026, it reports $426M in regulatory assets under management, 593 individual clients and 6 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 154113 · SEC file 801-71612 |
| Office | 5177 Utica Ridge Road Davenport, IA 52807 |
| Phone | (563) 484-5000 |
| Website | www.quadcitiesinvestmentgroup.com |
| Regulatory assets under management | $426M ($407M discretionary) |
| Individual clients | 456 non-high-net-worth, 137 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 8 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 16, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Davenport
- Wealthspan Partners, LLC $451M
- Investment Consulting Group Inc $2.8B
- Matheson & Rock Wealth Management, LLC $530M
See all 4 fee-only advisers in Davenport →
Nearby
- Bettendorf 2 firms
- Eldridge 1 firm
- East Moline 1 firm
- Moline 2 firms
- Rock Island 1 firm
- Geneseo 1 firm
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