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Quad-Cities Investment Group, LLC

● SEC registered since 2010CRD 154113SEC# 801-71612Davenport, IA
Export (members)
Reg. AUM
$425.5M
Employees
8
Accounts
1,546
Location
Davenport, IA

Quad-Cities Investment Group, LLC assets under management

Quad-Cities Investment Group, LLC is an investment advisory firm registered with the SEC based in Davenport, IA. The firm has been registered since 2010. It reports $425.5 million in regulatory assets under management and employs 8 people.

Quad-Cities Investment Group, LLC owners & executives

8 reported
NameTitleOwnershipSince
Christine Ann McElvania ControlChief Compliance Officer & Member25-50%2022
Jennifer Marie DelapazMember10-25%2021
Laura a. Swift Trust ControlMember10-25%2020
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Frequently asked questions

How much does Quad-Cities Investment Group, LLC manage?

Quad-Cities Investment Group, LLC reports $425.5 million in regulatory assets under management on its Form ADV.

How many employees does Quad-Cities Investment Group, LLC have?

Quad-Cities Investment Group, LLC reports 8 employees.

Where is Quad-Cities Investment Group, LLC located?

Quad-Cities Investment Group, LLC is based in Davenport, IA and has been SEC-registered since 2010.

Does Quad-Cities Investment Group, LLC disclose fund performance?

Quad-Cities Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5177 Utica Ridge Road, Davenport, IA 52807
Phone563-484-5000
Fax563-449-5651
Office hours8:00a.m. - 4:30p.m.
SEC regionChicago Regional Office (CHRO)
CIK1741426
Discloses disciplinary historyNo

Regulatory AUM

$425.5M▲ 13%
Mar '25 — $375.6MApr '25 — $375.6MMay '25 — $375.6MJun '25 — $375.6MJul '25 — $375.6MAug '25 — $375.6MSep '25 — $375.6MOct '25 — $375.6MNov '25 — $375.6MDec '25 — $375.6MJan '26 — $425.5MFeb '26 — $425.5MMar '26 — $425.5MApr '26 — $425.5MMay '26 — $425.5MJun '26 — $425.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$425.5Mregulatory AUM
Discretionary $406.9MNon-discretionary $18.6M