|
⚲
|
| Keyboard |
| Pegasus Financial Group LLC
✚
|
|
|---|---|
| CRD # | 145127 |
| SEC # | 801-135939 |
| CIK # | |
| AUM | 122.3 M (2026-05-18) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 703-956-6662 |
| Address | 4211 Pleasant Valley Road Chantilly, VA 20151 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 163 | 49.1 |
| (b) Individuals (high net worth individuals) | 41 | 72.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 282 | 122.3 |
| By Discretionary | ||
| Discretionary | 282 | 122.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 282 | 122.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.3 | |
| Total | 282 | 122.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Main Line Group Wealth Management LLC
✚
|
122.5 M | |
|
Maynerich Financial
✚
|
IL | 122.5 M |
|
Castlebar Asset Management LLC
✚
|
KS | 122.5 M |
|
Coast Advisory LLC
✚
|
WI | 122.5 M |
|
Integrated Wealth Advisors LLC
✚
|
WA | 122.4 M |
|
Arbor Financial Services LLC
✚
|
IL | 122.2 M |
|
Pacific Coast Investment Advisors LLC
✚
|
OR | 122.2 M |
|
Apex Wealth Advisors LLC
✚
|
122.2 M | |
|
Condon Wealth Management Inc
✚
|
MA | 122.1 M |
|
United Value Capital LLC
✚
|
122.0 M |