SourcingSourcing

QUAD CITY INVESTMENT ADVISORS, LLC

C28
CRD 112187·SEC 801-60227·MOLINE, IL
AUM
$408.0M
$100M-$500M
Est. Revenue
$4.1M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
QUAD CITY INVESTMENT ADVISORS, LLC
CRD
112187
SEC file #
801-60227
EIN
—
DBA names
Quad City Investment Center

Economics

AUM
$408.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$168.7M → $408.0M▲ +142%
Client mix
Individuals Other455
Individuals High Net Worth253
Charitable Organizations25
Corporations12
Pension Profit Sharing Plans1

Operations

Employees (total)
8
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
5 advisors → 6 advisors▲ +20%
Primary office
MOLINE IL
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Portfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
qcbt.bank/qcic

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
QUAD CITY BANK & TRUST COMPANY
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
QUAD CITY BANK & TRUST COMPANY
EDWARDS, TYLER, MATHEW
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
qcbt.bank
Rdap Domain Creation Date
2015-06-24T00:00:20Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
EnCirca, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
46,961
Form 5500 Compensation Trajectory 3y
202639,692
20257,269
Form 5500 Plan Count Trajectory 3y
20251
20261
Schedule C Total Compensation
46,961
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
6
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Lpl Financial4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-24T00:00:20Z
Rdap Domain Last Changed
2025-10-14T20:15:54Z
Rdap Nameservers
Ns2.encircadns.bankNs1.encircadns.bank
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (7)

7
EDWARDS, TYLER, MATHEW
IAR · Executive Officer · 2.5%
4969513
EZIKIAN, LAURA, L
Executive Officer · 2.5%
8051743
BLAKE ADAM SCHAEFFER
IAR
5122326
DAVID CHARLES HOWELL
IAR
2511285
AMBER DAWN BRUMMIT
IAR
1929270
GREGORY M BAUER
IAR
5358763
Cassandra J Vining
IAR
6797100