Pegasus Management Services L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$38,655,000
Clients
201
Advisors
3
of 3 employees
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
Expertise
Occupation focus
Fee options
Fixed financial planning fees between $1,200 and higher based on scope, payable monthly or quarterly over one year
$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%
Investment Advisor Representatives receive commissions from sales of insurance products as licensed insurance agents
Hourly fees for financial planning $250-$500 per hour
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
Main office
King of Prussia PA
Advisors at this office
3
Most active in
Delaware · New Jersey · Pennsylvania · Texas
Also doing business as
Pegasus Management Services L.L.C. · Pegasus Management Services, L.L.C.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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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.
Forms ADV
Advisors at this firm
Ella G
Series 65
King of Prussia, PA
Pegasus Management Services L.L.C.
Ella Gillespie is a Series 65-licensed advisor at Pegasus Management Services L.L.C. in King of Prussia, PA, with one year of industry experience. Prior to joining Pegasus, she worked briefly at Wells Fargo Advisors and has been a student since 2016. Pegasus Management Services offers 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 provides individualized investment programs based on client goals and risk tolerance and also conducts public seminars and workshops on investment topics.
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.
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.
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