Overview
Assets Under Management: $122 million
Headquarters: CHANTILLY, VA
High-Net-Worth Clients: 41
Average Client Assets: $1.8 million
Frequently Asked Questions
PEGASUS FINANCIAL GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145127), PEGASUS FINANCIAL GROUP LLC is subject to fiduciary duty under federal law.
PEGASUS FINANCIAL GROUP LLC is headquartered in CHANTILLY, VA.
PEGASUS FINANCIAL GROUP LLC serves 41 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, PEGASUS FINANCIAL GROUP LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PEGASUS FINANCIAL GROUP LLC manages $122 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, PEGASUS FINANCIAL GROUP LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.13%
Average Client Assets: $1.8 million
Total Client Accounts: 282
Discretionary Accounts: 282
Regulatory Filings
CRD Number: 145127
Filing ID: 2079543
Last Filing Date: 2026-03-23 19:16:03