Pegasus Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pegasus Financial Group serves individuals (including high‑net‑worth clients), estates, trusts, businesses, and retirement plans, providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm manages about $122 million on a discretionary basis and also offers non‑discretionary advice and written or hourly financial planning engagements.
The firm constructs customized portfolios that emphasize low‑cost, diversified mutual funds and ETFs and relies primarily on fundamental analysis with a long‑term orientation, while permitting shorter‑term trades for rebalancing, tax management, or client needs. Pegasus may implement portions of client portfolios through unaffiliated independent managers and conducts ongoing oversight of those managers, and it serves as an ERISA fiduciary when providing retirement‑account advice and rollover guidance.
Compared with many peers, Pegasus is a small, owner‑operated advisory team that combines Certified Financial Planner and long‑term‑care planning credentials and also provides formal 3(21) retirement‑plan advisory services (vendor analysis, IPS design, benchmarking, participant education). The firm discloses that certain advisors maintain broker‑dealer and insurance registrations and that Pegasus maintains an institutional relationship with its recommended custodian (Axos), arrangements that the firm notes can result in additional economic benefits and potential conflicts of interest.
Client services
Expertise
Fee options
Up to $3,000 annually for financial planning services
$0 - $500,000: 0.95% annually $500,000.01 - $1,000,000: 0.90% annually $1,000,000.01 - $3,000,000: 0.85% annually $3,000,000.01+: 0.75% annually
Up to $300 per hour for financial planning services
Main office
See office4211 Pleasant Valley Road, Suite 260
Chantilly VA 20151
Advisors at this office
2
Offices (2)
Most active in
Virginia
Also doing business as
Pegasus Financial Group (Same Name) · Pegasus Financial Group 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 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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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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
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 with seven years of industry experience. His prior work includes positions at Northwestern Mutual and roles at Aging Consultants Group and as a notary public. He is also involved as a director at Aging Consultants Group outside of his advisory work. Pegasus Financial Group serves individuals, estates, trusts, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm focuses on customized portfolios primarily using low-cost, diversified mutual funds and ETFs with a fundamental, long-term investment approach.
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 15 years of industry experience. He has been associated with Pegasus Financial Group since 2011 and also operated under his own name from 2014 to 2026. Pegasus Financial Group serves individuals, estates, trusts, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes low-cost, diversified mutual funds and ETFs, employs fundamental analysis with a long-term orientation, and provides formal 3(21) retirement-plan advisory services.
Stephen M
Series 66
Chantilly, VA
Pegasus Financial Group LLC
Stephen Moss is a financial advisor at Pegasus Financial Group LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Capital Planning & Investments and The Strategic Financial Alliance, Inc. Outside of his advisory work, he owns a consulting business focused on aging-related services. Pegasus Financial Group serves individuals, estates, trusts, businesses, and retirement plans with discretionary portfolio management and financial planning. The firm emphasizes customized portfolios using low-cost, diversified mutual funds and ETFs, applying fundamental analysis with a long-term orientation and offers formal retirement-plan advisory services.
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