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Firm profile

Pegasus Financial Group LLC

CHANTILLY, VACRD 145127Registration Status: ApprovedEffective since April 22, 2026Latest ADV May 18, 2026

Pegasus Financial Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chantilly, VA. Its latest Form ADV filing, dated May 18, 2026, reports $122M in regulatory assets under management, 4 employees, and 282 accounts.

Assets Under Management
$122M
Employees
4
Offices
--
Total Clients
204
Primary office
CHANTILLY, VA
4211 PLEASANT VALLEY ROAD, SUITE 260, CHANTILLY, VA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOStephen M. Moss
COOStephen M. Moss

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 79.9% of total clients.
Top client categories% of clientsClients
1
Individuals
79.9%
163
2
HNWI
20.1%
41
Categories with <5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$122Mas of May 18, 2026
Discretionary100.0%
$122M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$122M
Total Accounts282
10Y AUM Change$0 (0.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee51:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.