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QUANTUM LEAP CAPITAL, LLC
CRD 165310File 801-130581
APPROVED
Retail clients
Custody
Filing as of Apr 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$120.5M
Bottom 25% of cohort (national)
Discretionary AUM
$102.6M
Non-discretionary $18.0M
Clients
333
575 accounts
Employees
5
Bottom 25% of cohort in VT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 31, 2024
- Principal office
- 3 BALDWIN AVE, SOUTH BURLINGTON, VT, 05403
- Phone
- (802) 448-2882
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $120.5M
- Discretionary AUM
- $102.6M
- Non-discretionary AUM
- $18.0M
- Discretionary accounts
- 324
- Non-discretionary accounts
- 251
- Total accounts
- 575
- AUM per client
- $362K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 38 | $58.2M |
| Individuals (other than high net worth individuals) | 295 | $62.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.