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PEGASUS FINANCIAL GROUP LLC
CRD 145127 · SEC 801-135939
4211 PLEASANT VALLEY ROAD, SUITE 260, CHANTILLY, VA, 20151, United States
Phone
703-956-6662
Fax
703-956-6334
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$122.3M
Discretionary AUM
$122.3M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 163 | $49.1M |
| High net worth individuals | 41 | $72.3M |
States served
VA
All web addresses on file
Official SEC filing: View on IAPD