# Quantum Leap Capital Quantum Leap Capital is a Bank / Wealth / Trust based in South Burlington, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** South Burlington, United States - **Region:** North America - **Address:** 3 Baldwin Avenue, South Burlington, VT 05403, United States - **Founded:** 2012 - **Assets under management:** Undisclosed - **Website:** quantumleapcapital.com - **LinkedIn:** https://www.linkedin.com/company/quantumleap-capital ## Regulatory record - **CRD number:** 165310 - **SEC file number:** 801-130581 - **Registration status:** APPROVED - **Latest Form ADV filing:** 2026-04-29T05:00:00.000Z - **Reports private funds:** Yes - **Private funds reported:** 0 - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/165310 ## About Quantum Leap Capital was established in 2012 and operates as a registered investment advisor from a single office in South Burlington, Vermont. The firm's client base, per its own disclosure, includes high-net-worth individuals, trusts, and estates located across the United States, served through phone and web-based meetings in addition to the Burlington location. Its foundational pitch is a compensation model driven by planning and advising fees rather than product commissions. The firm structures its engagements around what it terms a disciplined, logical process covering financial planning, tax planning, investment management, insurance evaluation, and retirement income planning. For business owners, it offers written business-planning services linked to tax-efficiency goals. The firm emphasizes tax reduction as the largest lever for improving lifetime resources and argues that most retirees are underserved by accumulation-focused firms that lack training in reliable, tax-efficient distribution strategies. The team's size is not publicly disclosed, nor are its aggregate assets under management or total deployment figures. The firm maintains a blog that publishes commentary on inflation, behavioral biases in investing, and the limits of equity-index exposure, but it does not disclose named portfolio holdings, co-investment partners, or fund-structure specifics. Without public regulatory filings detailing AUM or personnel counts, the scale of the practice remains opaque. What distinguishes Quantum Leap structurally from the bulk of independent RIAs is not an unusual asset-class mandate or a co-investor network but its binary compensation framework: the firm does not earn sales commissions. That architecture shifts the advisor's economic incentive from product distribution to ongoing planning, tax management, and client communication, which the firm explicitly compares to the behavior of commission-driven peers in its public materials. ## Questions ### How does Quantum Leap Capital’s compensation model differ from a traditional brokerage? Quantum Leap states its advisors are compensated through planning and advisory fees, not commissions. The firm markets this as a deliberate structural choice that aligns its incentives with ongoing client communication, tax savings, and financial education rather than product sales. This is a registered investment advisor model, not a broker-dealer arrangement. ### What financial planning services does Quantum Leap Capital provide? The firm lists five core service areas: comprehensive financial planning, tax planning, investment management, insurance reviews, and retirement income planning. It also offers business financial planning for owners, with an emphasis on written plans reviewed regularly. Its public materials stress tax reduction and retirement-income distribution as specialties. ### Who runs investment decisions at Quantum Leap Capital? The firm does not name individual investment committee members, portfolio managers, or a CIO on its website. Ownership and leadership details are not publicly disclosed as of the latest available records. ### Does Quantum Leap Capital disclose its assets under management? No. Quantum Leap Capital has not published an AUM figure on its website or in accessible regulatory summaries. The firm serves high-net-worth individuals, trusts, and estates but does not publicly report the total value of assets it advises or manages. ## Related profiles - [Quantum Global Alternative Investments](https://altss.com/profile/quantum-global-alternative-investments) - [Quantum Leaps Capital Partners](https://altss.com/profile/quantum-leaps-capital-partners) --- Last updated: 2026-08-11T02:43:31.692Z Canonical page: https://altss.com/profile/quantum-leap-capital Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology