CRD: 154113
Quad-Cities Investment Group, LLC
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-28-2010
- Office Locations
- 3
Office Locations
About Quad-Cities Investment Group, LLC
Quad Cities Investment Group is a Davenport, IA RIA providing personalized financial planning and portfolio management for individuals and business owners. Portfolios are built largely with ETFs and other public funds, using asset allocation and risk management with fixed-income exposure. The firm also supports retirement planning, estate/charitable strategies, and insurance needs, custodies with Raymond James, and publishes regular market/economic commentary and webinars.
Team overview
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
CHRISTINE ANN MCELVANIA
Advisor, Chief Compliance Officer
- CRD
- #6253655
- Ownership
- 25% but less than 50%
JENNIFER MARIE DELAPAZ
Advisor
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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DAVID ALLEN BORCHERDING
Advisor
- CRD
- #4306798
MARK MARION GRYWACHESKI
Advisor
- CRD
- #5491914
Focus foundation
Harbor prime glacier
- CRD
- #65466
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $406,940,501 | $267,724 |
| Non-Discretionary | $18,561,500 | $713,904 |
| Total | $425,502,001 | $275,228 |
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Separately Managed Accounts
Total SMA Asset: $425,502,001
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,643,344,931 | 19.4% |
| Public Funds | $736,963,964 | 8.7% |
| U.S. Government/Agency | $2,439,604,846 | 28.8% |
| Cash | $2,202,421,042 | 26.0% |
| Corporate - Investment Grade | $813,201,615 | 9.6% |
| Municipal Bonds | $635,313,762 | 7.5% |
| Total | $8,470,850,160 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON MOMENTUM VECTOR | FOUNDATION OPTIMA | XQIM3ZVF5 | KVB | 10.33% | $51,278,393 |
| RIDGE WAVE PEAK | INSIGHT LEGACY | RII83OCUX | XELUZ | 7.45% | $7,243,561 |
| ALPHA FUSION | VECTOR OPTIMA | 3BCXPRUFM | LVW | 7.32% | $109,222,924 |
| MATRIX TIMBER | SIGNAL PATHWAY | 480JOOBY5 | EHDSJ | 9.88% | $11,965,886 |
| ATLAS OPTIMA | ALPHA VERTEX | L4DY4L2AU | WZN | 11.79% | $8,773,558 |
| EMBER SIGNAL | NORTH OPTIMA | 55OFA2C69 | BEJYN | 2.08% | $62,571,817 |
| WAVE SIGNAL CAPITAL | FRONTIER OAK | TDQWA5RYB | TBFRL | 2.42% | $35,370,162 |
| MATRIX MOMENTUM CREST | OPTIMA SIGNAL | BZW5INZ79 | YUA | 1.34% | $96,630,117 |