Pegasus Financial Group LLC

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Client assets under management

$121,464,590

Clients

204

20% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$595,415

About

Pegasus Financial Group LLC is a Virginia‑registered investment adviser serving individuals (including high‑net‑worth clients), estates, trusts and retirement plans. The firm manages about $101.8 million for roughly 313 clients through a three‑advisor team and provides discretionary and non‑discretionary portfolio management, financial planning, and retirement‑plan advisory services, including 3(21) plan support.

The firm describes a primarily long‑term, fundamental‑analysis approach, building diversified portfolios largely from low‑cost mutual funds and ETFs while using individual stocks, bonds or legacy positions when appropriate for fit or tax reasons. Pegasus may recommend unaffiliated independent managers, conducts ongoing monitoring and rebalancing, and provides tax‑aware trading, cash management and other tactical adjustments as part of its service model.

Distinctive operational features disclosed in the brochure include an institutional platform relationship with Axos that provides platform services and economic benefits to the firm, and advisory staff who also maintain broker‑dealer and insurance licenses (each role representing roughly 10% of their time), which the firm notes as a potential conflict when commissionable products are used. Pegasus, founded in 2007, also offers modestly priced standalone financial planning (hourly or annual engagements) and reports no disciplinary history in its regulatory disclosures.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Wealth management

Fee options

Fixed

Up to $3,000 per year for financial planning services

Percentage

$0 - $500,000: 0.95% $500,000.01 - $1,000,000: 0.90% $1,000,000.01 - $3,000,000: 0.85% $3,000,000.01+: 0.75%

Project-based

Up to $300 per hour

Main office location

Pegasus Financial Group LLC

4211 Pleasant Valley Road, Suite 260

Chantilly VA 20151, United States

Number of offices

Most active in

Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

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.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website 703-956-6662

Advisors at this firm

David S

Series 63, Series 65

Chantilly, VA

Pegasus Financial Group LLC

David Slupe is a financial advisor with Pegasus Financial Group LLC in Chantilly, VA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Northwestern Mutual and consulting with Aging Consultants Group, where he serves as director. Outside of his advisory work, he is also a notary public. Pegasus Financial Group serves individuals, estates, trusts, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a long-term, fundamental-analysis approach, focusing on diversified portfolios primarily composed of low-cost mutual funds and ETFs, with additional use of individual securities and independent managers as appropriate.

Retirement plans for business owners (SEP, solo 401k) Wealth management

Thomas W

Series 66

Oakton, VA

Pegasus Financial Group LLC

Thomas Welsh is a financial advisor with Pegasus Financial Group LLC in Oakton, VA, holding a Series 66 designation and 14 years of industry experience. He has been with Pegasus Financial Group since 2011 and also has experience with United Planners' Financial Services beginning in 2014. Pegasus Financial Group is a Virginia-registered investment adviser serving individuals, estates, trusts, and retirement plans. The firm employs a primarily long-term, fundamental-analysis approach to build diversified portfolios using low-cost mutual funds and ETFs, and it offers discretionary and non-discretionary portfolio management alongside financial planning and retirement-plan advisory services.

Retirement plans for business owners (SEP, solo 401k) Wealth management

Stephen M

Series 66

Chantilly, VA

Pegasus Financial Group LLC

Stephen Moss is a financial advisor at Pegasus Financial Group LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at Pegasus Financial Group since 2007. In addition to his advisory role, he is the owner of Aging Consultants Group, a consulting services business. Pegasus Financial Group is a Virginia-registered investment adviser serving individuals, estates, trusts, and retirement plans. The firm manages approximately $101.8 million for about 313 clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services with a primarily long-term, fundamental-analysis investment approach.

Retirement plans for business owners (SEP, solo 401k) Wealth management

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