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

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$595,415

About

Pegasus Financial Group LLC provides discretionary investment management, financial planning, and retirement‑plan advisory services to individuals (including high‑net‑worth clients), estates, trusts and employer‑sponsored plans. The firm also offers 3(21) retirement plan services and may implement portions of client portfolios through unaffiliated independent managers.

The firm generally follows a long‑term, fundamental‑analysis approach and constructs diversified portfolios using primarily low‑cost mutual funds and ETFs while permitting individual stocks or bonds when appropriate; accounts are managed and monitored on a discretionary basis. Pegasus may execute shorter‑term trades for rebalancing, tax management, or to respond to market conditions, and it documents client objectives and reasonable investment restrictions before implementation.

Distinctive features include a recent transition from state registration to SEC registration and an institutional relationship with Axos Clearing that provides custody, trading, technology and other platform services from which the firm receives certain economic benefits. Certain advisory personnel also maintain broker‑dealer and insurance licenses (each spending roughly ten percent of time in those roles), a practice the firm discloses and manages through its Code of Ethics and supervisory processes.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Retirement income strategy Wealth management Long-term care insurance Cash flow / budgeting

Occupation focus

Retired Founder/Business Owner

Fee options

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

Subscriptions

Annual financial planning fees up to $3,000 per year

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.

General retirement planning Retirement income strategy Wealth management Long-term care insurance Cash flow / budgeting Retired Founder/Business Owner

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.

General retirement planning Retirement income strategy Wealth management Long-term care insurance Cash flow / budgeting Retired Founder/Business Owner

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.

General retirement planning Retirement income strategy Wealth management Long-term care insurance Cash flow / budgeting Retired Founder/Business Owner

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