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Advisor

David Borcherding

Quad-Cities Investment Group · Davenport, Iowa

David Borcherding is a fee-only financial advisor at Quad-Cities Investment Group in Davenport, Iowa. Quad-Cities Investment Group reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only

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Facts

FirmQuad-Cities Investment Group
Based in Davenport, Iowa
Fee model (firm's Form ADV)Percentage of assets
Assets under management$425.5M across 1,546 accounts
SEC registration Investment adviser representative in IA, IL · CRD 4306798
Exams passedSeries 66 (2001)
Firm size8 employees
Disclosures None reported
Websitewww.quadcitiesinvestmentgroup.com

How David's firm compares

  • Quad-Cities Investment Group's average account is about $275,000, from its Form ADV (assets managed divided by 1,546 accounts).

What fee-only advisors charge

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Questions about David

Is David Borcherding a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Quad-Cities Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does David charge for financial advice?

David's firm, Quad-Cities Investment Group, reports charging a percentage of assets on its SEC Form ADV.

Where is David Borcherding based?

David Borcherding is based in Davenport, Iowa.

Is David Borcherding registered with the SEC?

Yes. David Borcherding is registered as an investment adviser representative in IA and IL (CRD 4306798), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Quad-Cities Investment Group manage?

Quad-Cities Investment Group reports $425.5M across 1,546 accounts in assets under management.

How do I contact David Borcherding?

Through David's website, www.quadcitiesinvestmentgroup.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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