Alison Davis
Quantum Leap Capital · South Burlington, Vermont
Alison Davis is a fee-only financial advisor at Quantum Leap Capital in South Burlington, Vermont. Alison charges a percentage of assets and a flat fee or retainer and focuses on retirement planning and small business owners.
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Specialties
Facts
| Firm | Quantum Leap Capital |
|---|---|
| Based in | South Burlington, Vermont |
| Fee model | Percentage of assets · Flat fee or retainer |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $120.5M across 575 accounts |
| SEC registration | Investment adviser representative in VT · CRD 6911640 |
| Exams passed | Series 65 (2018) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.quantumleapcapital.com |
| Profile |
How Alison's firm compares
- Quantum Leap Capital's average account is about $210,000, from its Form ADV (assets managed divided by 575 accounts).
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Questions about Alison
Is Alison Davis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alison holds no broker registration, and Quantum Leap Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alison charge for financial advice?
Alison charges a percentage of assets and a flat fee or retainer.
Does Alison work with clients virtually?
Yes. Quantum Leap Capital says on its website that it works with clients remotely.
Where is Alison Davis based?
Alison Davis is based in South Burlington, Vermont.
What does Alison specialize in?
Alison's specialties include retirement planning and small business owners.
Is Alison Davis registered with the SEC?
Yes. Alison Davis is registered as an investment adviser representative in VT (CRD 6911640), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Quantum Leap Capital manage?
Quantum Leap Capital reports $120.5M across 575 accounts in assets under management.
How do I contact Alison Davis?
Through Alison's website, www.quantumleapcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Quantum Leap Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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