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They include 456 individual clients, 137 high-net-worth individuals, and 8 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 16 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Quad-Cities Investment Group offer?","answer":"Quad-Cities Investment Group provides financial planning, portfolio management for individuals and small businesses, and pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Quad-Cities Investment Group charge?","answer":"Quad-Cities Investment Group charges 0.75%–1.50% a year for its Asset Management Services. The fee is billed in arrears, is negotiable and has a $1,200 annual minimum.","source":"2017 ADV PART 2A, filed 16 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Quad-Cities Investment Group use?","answer":"Quad-Cities Investment Group’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $403M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Quad-Cities Investment Group have?","answer":"Quad-Cities Investment Group has 7 investment adviser representatives registered with state securities authorities, out of 8 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Quad-Cities Investment Group invest in?","answer":"At the end of its last fiscal year, Quad-Cities Investment Group’s separately managed accounts held 63% exchange-traded equities, 26% registered funds (mutual funds, ETFs, BDCs), 7% U.S. government and agency bonds, 3% cash and equivalents, 1% state and local bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Quad-Cities Investment Group?","answer":"Quad-Cities Investment Group’s direct owners are Christine McElvania, Scott L. Stoltenberg Trust, Laura A. Swift Trust, Jennifer Delapaz and Mark M Grywacheski Revocable Trust, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 16 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Quad-Cities Investment Group get paid?","answer":"Quad-Cities Investment Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Quad-Cities Investment Group?","answer":"Quad-Cities Investment Group’s main office is at 5177 Utica Ridge Road, Davenport, IA 52807. Its phone number is 563-484-5000. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}