Pegasus Management Services L.L.C.

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Client assets under management

$38,655,000

Clients

201

5% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

101

High

Average account size

$192,313

About

Pegasus Management Services provides discretionary and non‑discretionary asset management, comprehensive financial planning, and ERISA retirement plan services to individuals, high‑net‑worth clients, trusts, estates and employer‑sponsored plans. The firm also offers public seminars and workshops intended to educate participants and prospective clients about investment topics and its service offerings.

Investment programs are individualized around each client’s goals, time horizon and risk tolerance, with portfolio construction informed by fundamental and technical analysis, ongoing monitoring and periodic reviews. For qualified plans, Pegasus can act as either a limited scope 3(21) fiduciary or as a discretionary 3(38) investment manager, accepting fiduciary duties for selection and monitoring of plan investment options when engaged.

Notable features disclosed in the brochure include the firm’s practice of running fee‑based public seminars and an affiliated insurance business through which principals sell insurance products; both are identified as potential conflicts and are disclosed in firm policies. The firm’s principal holds an Accredited Investment Fiduciary (AIF) designation, the adviser operates with a two‑advisor support structure managing roughly $38.8 million in client assets, and clients are required to custody assets through a designated custodian (Charles Schwab), which the firm notes can result in custodial research or other benefits.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Active portfolio management General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Fixed financial planning fees between $1,200 and higher based on scope, payable monthly or quarterly over one year

Percentage

$0 - $250,000: 1.35% $250,001 - $500,000: 1.20% $500,001 - $750,000: 1.05% $750,001 - $1,000,000: 0.80% $1,000,001 - $3,000,000: 0.65% $3,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.40% $10,000,001+: 0.25%

Commissions

Investment Advisor Representatives receive commissions from sales of insurance products as licensed insurance agents

Project-based

Hourly fees for financial planning $250-$500 per hour

Other

Fee-only: Financial planning: hourly fees $250-$500 per hour; fixed fees $1,200 and up based on complexity, paid monthly or quarterly installments over one year

Most active in

Delaware · New Jersey · Pennsylvania · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

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

Is not active or affiliated with:

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

Quick links

484-209-4098

Advisors at this firm

Timothy D

Series 65

King Of Prussia, PA

Pegasus Management Services L.L.C.

Timothy Drake is a financial advisor at Pegasus Management Services L.L.C. with five years of industry experience. He holds a Series 65 designation and previously worked at The Vanguard Group for 20 years. Pegasus Management Services L.L.C. provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm customizes investment programs based on client goals, time horizons, and risk tolerance, offering both discretionary and non-discretionary portfolio management along with ERISA retirement-plan advisory services.

Active portfolio management General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Founder/Business Owner Executive

Ty M

Series 63, Series 65

King Of Prussia, PA

Pegasus Management Services L.L.C.

Ty Mcgilberry is a financial advisor with Pegasus Management Services L.L.C. in King of Prussia, PA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His career includes roles at Empower Mortgage Partners, Lincoln Financial Advisors Corp, and Securian Financial Services. In addition to his advisory work, he is an insurance agent offering health, disability, and life insurance products through Pegasus Financial Planning. Pegasus Management Services L.L.C. provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and businesses. The firm customizes investment strategies based on client goals, time horizon, and risk tolerance, offering both discretionary and non-discretionary portfolio management along with ERISA retirement-plan advisory services.

Active portfolio management General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Founder/Business Owner Executive

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