Quantum Leap Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Quantum Leap Capital provides investment advisory and wealth management services to individuals, high‑net‑worth individuals, trusts, and estates, offering both discretionary and non‑discretionary portfolio management as well as financial and business planning and business consulting. The firm generally reserves its wealth management program for clients with at least $1,000,000 of assets under management while also offering standalone investment management, one‑time or ongoing financial planning, and wrap‑fee account options.
Portfolios are constructed from low‑cost, diversified mutual funds and ETFs and may include individual stocks, bonds, and options where appropriate; the firm describes a primarily long‑term orientation with tactical rebalancing or shorter holdings when client objectives or market conditions warrant. Quantum Leap emphasizes continuous personal contact, an internal due diligence process, and periodic reviews to align strategy with each client’s objectives and risk tolerance, and it states a fiduciary duty to act in clients’ best interests.
The brochure discloses several features that distinguish the firm from many peers: Quantum Leap serves as adviser and affiliated general partner to a private fund (Quantum Leap 1.1.1 Fund L.P.), with the general partner entitled to performance allocations and related conflict‑of‑interest disclosures and mitigation measures. The firm is also affiliated with a tax preparation entity and a law office, offers insurance and real‑estate referral activity, and sponsors a wrap‑fee program that bundles transaction costs into its advisory fee—arrangements the brochure identifies as potential conflicts that are addressed through disclosure and policies.
Client services
Expertise
Fee options
Financial planning standalone fees range from $1,200 to $25,000 (negotiable); business planning fees from $300 to $4,000 per month (negotiable)
$0 - $600,000: 0.75% $600,001 - $2,500,000: 0.50% $2,500,001 - $23,600,000: 0.25% Over $23,600,000+: 0.125%
$475 per hour for ad-hoc financial planning engagements
Ongoing financial planning support annual fixed fees range from $3,600 to $25,000; business planning services charged monthly, $300 to $4,000 (fixed monthly basis)
Account minimum: $1,000,000
Main office
3 Baldwin Ave
South Burlington VT 05403
Advisors at this office
3
Most active in
New York · Texas · Vermont
Also doing business as
Brazford Wealth Advisors, LLC · Quantum Leap Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Deirdre K
Series 65
South Burlington, VT
Quantum Leap Capital, LLC
Deirdre Keenan is a financial advisor at Quantum Leap Capital, LLC with two years of industry experience. She holds a Series 65 designation and has prior work experience in hospitality and education sectors. Quantum Leap Capital provides investment advisory and planning services to individuals, high-net-worth clients, trusts, and estates. The firm constructs customized, generally long-term portfolios using low-cost mutual funds and ETFs, and offers both discretionary and non-discretionary services.
Alison D
Series 65
South Burlington, VT
Quantum Leap Capital, LLC
Alison Davis is a financial advisor at Quantum Leap Capital, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked for Mount Family Group Ltd. dba Westaff Workforce Solutions for thirteen years. In addition to her advisory role, she provides fixed and variable insurance policies to clients on a limited basis. Quantum Leap Capital offers investment advisory and planning services to individuals, high-net-worth clients, trusts, and estates, managing customized portfolios primarily with low-cost mutual funds and ETFs. The firm also advises a private fund and sponsors a wrap fee program, operating with a small team while managing over $113 million in assets.
William W
CFP®, Series 63, Series 65
South Burlington, VT
Quantum Leap Capital, LLC
William Walsh is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Quantum Leap Capital, LLC since 2013. He holds Series 63 and Series 65 licenses and operates out of South Burlington, Vermont. Outside of his advisory role, Walsh works as an independent insurance agent and is involved in real estate referral activities. Quantum Leap Capital provides investment advisory and planning services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized, generally long-term portfolios using low-cost mutual funds and ETFs, and provides both discretionary and non-discretionary management alongside financial and business planning.
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