Quantum Leap Capital provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 101–250 clients last fiscal year. The firm advises 1 private fund.
Quantum Leap Capital reports 333 clients. They include 295 individual clients and 38 high-net-worth individuals. Of its assets, 85.1% ($103M across 324 accounts) are managed with discretion; $18M across 251 accounts are not. A wrap fee program the firm both sponsors and manages holds $103M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 89% | 52% |
| High-net-worth individuals | 11% | 48% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 295 | $62.3M | 51.7% | $211K |
| High-net-worth individuals | 38 | $58.2M | 48.3% | $1.53M |
| Total | 333 | $121M | 100% | $362K |
- Clients
- 295
- Regulatory AUM
- $62.3M
- AUM share
- 51.7%
- Avg. per client
- $211K
- Clients
- 38
- Regulatory AUM
- $58.2M
- AUM share
- 48.3%
- Avg. per client
- $1.53M
Total
- Clients
- 333
- Regulatory AUM
- $121M
- AUM share
- 100%
- Avg. per client
- $362K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 101–250
Quantum Leap Capital charges 0.125%–0.75% a year for its Wealth Management and Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$600K | 0.75% |
| $600K–$2.5M | 0.50% |
| $2.5M–$23.6M | 0.25% |
| $23.6M and above | 0.125% |
Fee details and sources
Other fees
- Ongoing financial planning
- Ongoing planning support is a fixed annual fee of $3,600 to $25,000, payable monthly.
- Standalone financial planning
- Standalone financial planning is generally a fixed fee of $1,200 to $25,000; ad-hoc engagements are $475 an hour.
William Walsh owns 75% or more of Quantum Leap Capital. The leadership team of Quantum Leap Capital includes Chief Compliance Officer William Walsh. It has 5 employees, 4 of them in advisory roles.
Leadership
William WalshManaging Member and Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 4 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 75% or more of Quantum Leap Capital, LLC
William Walsh
Control person · since December 2014
Quantum Leap Capital’s regulatory assets grew from $105M (July 2024) to $121M (April 2026); clients rose from 156 to 333 and employees fell from 7 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $121M | 333 | 5 | 1 |
| July 2025 | $114M | 141 | 5 | 1 |
| July 2024 | $105M | 156 | 7 | 1 |
Besides its headquarters, Quantum Leap Capital has 0 offices, with 1 listed address in Vermont.
Vermont · 1 listed address
- 3 Baldwin Ave, South BurlingtonHQ
Contact and registration details
- Legal name
- Quantum Leap Capital, LLC
- Headquarters
- 3 Baldwin Ave, South Burlington, VT 05403
- Website
- quantumleapcapital.com
- Phone
- 802-448-2882
- @5032962
- SEC file
- 801-130581
- Structure
- Delaware LLC
- Fiscal year end
- January
Quantum Leap Capital uses Charles Schwab ($105M) as custodian for its separately managed accounts. Quantum Leap Capital has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $105M100%
At year end, Quantum Leap Capital’s separately managed accounts were mostly in bonds (52%) and stocks (30%).
What the accounts hold
- Stocks30%
- Funds11%
- Bonds52%
- Cash7%
How many clients does Quantum Leap Capital have?
Quantum Leap Capital has 333 clients and manages $121 million for them, as of April 2026. They include 295 individual clients and 38 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 April 2026
What services does Quantum Leap Capital offer?
Quantum Leap Capital provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Quantum Leap Capital charge?
Quantum Leap Capital charges 0.125%–0.75% a year for its Wealth Management and Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: QUANTUM LEAP CAPITAL DISCLOSURE BROCHURE, filed 29 April 2026
Which custodians does Quantum Leap Capital use?
Quantum Leap Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $105M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 April 2026
How many financial advisors does Quantum Leap Capital have?
Quantum Leap Capital has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Quantum Leap Capital invest in?
At the end of its last fiscal year, Quantum Leap Capital’s separately managed accounts held 52% U.S. government and agency bonds, 30% exchange-traded equities, 11% registered funds (mutual funds, ETFs, BDCs) and 7% cash and equivalents. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Quantum Leap Capital?
Quantum Leap Capital’s direct owner is William Walsh (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 April 2026
How does Quantum Leap Capital get paid?
Quantum Leap Capital is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Quantum Leap Capital?
Quantum Leap Capital’s main office is at 3 Baldwin Ave, South Burlington, VT 05403. Its phone number is 802-448-2882. Its website is quantumleapcapital.com.