QUANTUM LEAP CAPITAL, LLC

RIASEC RegisteredEst. 2024

Total AUM

$121M

Discretionary

$103M

85% of AUM

Avg account

$210K

Accounts

575

Employees

Advisory reps

Firm details

Headquarters: SOUTH BURLINGTON, Vermont
CRD number: 165310
Registered since: July 31, 2024
Website: quantumleapcapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals51.69%
HNWI48.31%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Quantum Leap Capital, LLC is an independent Registered Investment Adviser organized as an LLC and recorded with the SEC in 2024. The firm is individually owned and focuses on serving individuals, families and small-business owners with financial planning and portfolio management. Its fee arrangements include asset-based fees, hourly billing and fixed fees. The adviser does not identify as an active ESG investor, does not operate as a multi-state adviser for regulatory purposes, and is not structured as a pension consultant or a capital allocator in the sense of running a dedicated fund-of-funds business. Industry relationships include ties to accounting and law firms and roles as sponsor/GP or managing member of pooled investment vehicles.