A complete list of active advisors currently associated with Pegasus Management Services L.L.C.
Warmer can help you find a great advisor at Pegasus Management Services L.L.C. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Pegasus Management Services L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
King Of Prussia, PA
| 5
| |
King Of Prussia, PA
| 21
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")