Quad City Investment Advisors provides portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Quad City Investment Advisors reports 746 clients. They include 455 individual clients, 253 high-net-worth individuals and 25 charitable organizations. Of its assets, 100.0% ($408M across 746 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $408M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 61% | 22% |
| High-net-worth individuals | 34% | 70% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | 3% | 4% |
| Corporations and other businesses | 2% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 455 | $89.1M | 21.8% | $196K |
| High-net-worth individuals | 253 | $285M | 69.8% | $1.13M |
| Pension and profit-sharing plans | Fewer than 5 | $480K | 0.1% | $480K |
| Charitable organizations | 25 | $17.7M | 4.3% | $709K |
| Corporations and other businesses | 12 | $15.8M | 3.9% | $1.32M |
| Total | 746 | $408M | 100% | — |
- Clients
- 455
- Regulatory AUM
- $89.1M
- AUM share
- 21.8%
- Avg. per client
- $196K
- Clients
- 253
- Regulatory AUM
- $285M
- AUM share
- 69.8%
- Avg. per client
- $1.13M
- Clients
- Fewer than 5
- Regulatory AUM
- $480K
- AUM share
- 0.1%
- Avg. per client
- $480K
- Clients
- 25
- Regulatory AUM
- $17.7M
- AUM share
- 4.3%
- Avg. per client
- $709K
- Clients
- 12
- Regulatory AUM
- $15.8M
- AUM share
- 3.9%
- Avg. per client
- $1.32M
Total
- Clients
- 746
- Regulatory AUM
- $408M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Quad City Investment Advisors charges 0.60%–1.35% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable.
Fee details and sources
Quad City Bank & Trust Company owns 75% or more of Quad City Investment Advisors and is in turn owned by QCR Holdings, Inc. (75% or more). Laura Ezikian is CEO; the leadership team includes President Tyler Edwards. It has 8 employees, 6 of them in advisory roles.
Leadership
- Laura EzikianPresident & Chief Executive Officer
- Tyler Edwards1st Vice President/Chief Compliance Officer
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 6 in advisory functions
- 6 state-registered reps
- 6 broker-dealer reps
- 4 insurance agents
- 1 soliciting firm
- Owns 75% or more of Quad City Investment Advisors, LLC
Quad City Bank & Trust Company
Control person · since February 2008
- Owns 75% or more of Quad City Bank & Trust Company
QCR Holdings, Inc.
Control person · since February 2008
Quad City Investment Advisors’ regulatory assets grew 1.6× from $255M (March 2021) to $408M (March 2026); clients rose from 571 to 746 and employees from 6 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $408M | 746 | 8 | 2 |
| March 2025 | $309M | 615 | 7 | 2 |
| February 2024 | $245M | 505 | 7 | 2 |
| May 2023 | $263M | 483 | 7 | 2 |
| April 2022 | $289M | 425 | 6 | 2 |
| March 2021 | $255M | 571 | 6 | 2 |
Besides its headquarters, Quad City Investment Advisors has 1 office, with 2 listed addresses in Illinois and Iowa.
Illinois · 1 listed address
- 3551 7th Street, MolineHQ
Iowa · 1 listed address
- 5405 Utica Ridge Road, Davenport
Other business names
Quad City Investment Advisors has reported 1 other business name to the SEC.
- Quad City Investment Center
Contact and registration details
- Legal name
- Quad City Investment Advisors, LLC
- Headquarters
- 3551 7th Street, Moline, IL 61265
- Website
- qcbt.bank
- Phone
- 563-388-5436
- SEC file
- 801-60227
- Structure
- Illinois LLC
- Fiscal year end
- December
Quad City Investment Advisors uses LPL Financial ($408M) as custodian for its separately managed accounts. Quad City Investment Advisors does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $408M100%
At year end, Quad City Investment Advisors’ separately managed accounts were mostly in funds (94%).
What the accounts hold
- Stocks4%
- Funds94%
- Cash2%
How many clients does Quad City Investment Advisors have?
Quad City Investment Advisors has 746 clients and manages $408 million for them, as of March 2026. They include 455 individual clients, 253 high-net-worth individuals and 25 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Quad City Investment Advisors offer?
Quad City Investment Advisors provides portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Quad City Investment Advisors charge?
Quad City Investment Advisors charges 0.60%–1.35% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable.
Source: QUAD CITY INVESTMENT CENTER ADV BROCHURE, filed 24 March 2026
Which custodians does Quad City Investment Advisors use?
Quad City Investment Advisors’ separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $408M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Quad City Investment Advisors have?
Quad City Investment Advisors has 6 investment adviser representatives registered with state securities authorities, out of 8 employees, and 6 perform investment advisory functions. 6 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
What does Quad City Investment Advisors invest in?
At the end of its last fiscal year, Quad City Investment Advisors’ separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 4% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Quad City Investment Advisors?
Quad City Investment Advisors is owned through a trust by QCR Holdings, Inc. Its direct owner is Quad City Bank & Trust Company (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Quad City Investment Advisors get paid?
Quad City Investment Advisors 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
How do I contact Quad City Investment Advisors?
Quad City Investment Advisors’ main office is at 3551 7th Street, Moline, IL 61265. Its phone number is 563-388-5436. Its website is qcbt.bank.