# Pegasus Financial Group LLC

> Pegasus Financial Group LLC is an SEC-registered investment advisory firm in Chantilly, VA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 18, 2026.

- CRD: 145127
- Filed as: PEGASUS FINANCIAL GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chantilly, VA
- Filing period: October 2026
- Form ADV filing dated: May 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145127
- AdvisorCensus page: https://advisorcensus.com/firm/pegasus-financial-group-llc-chantilly-va-145127

## Quick answers

**How is Pegasus Financial Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pegasus Financial Group LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Pegasus Financial Group LLC charge?**
Its Form ADV Part 2A brochure dated May 18, 2026 states: Hourly rate: $300 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Pegasus Financial Group LLC located?**
Pegasus Financial Group LLC's principal office is in Chantilly, VA, according to its Form ADV.

**Is Pegasus Financial Group LLC registered with the SEC or a state?**
Pegasus Financial Group LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 145127.

**How much does Pegasus Financial Group LLC manage?**
Pegasus Financial Group LLC reports $122,320,436 in regulatory assets under management in its Form ADV filing dated May 18, 2026 (100% discretionary).

**What types of clients does Pegasus Financial Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (163); high net worth individuals (41).

**Which custodians does Pegasus Financial Group LLC use?**
Pegasus Financial Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Axos Clearing LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Pegasus Financial Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/145127

**Does Pegasus Financial Group LLC state an account minimum?**
Its Form ADV Part 2A brochure dated May 18, 2026 says: "Pegasus generally does not impose a minimum relationship size."

**What changed in Pegasus Financial Group LLC's recent Form ADV filings?**
In the May 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 18, 2026)

- Account minimum: None

> Pegasus generally does not impose a minimum relationship size.

- Hourly rate: $300 an hour (financial planning services)

> Pegasus offers financial planning services either on an hourly or annual basis. Hourly fees range up to $300 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Axos Clearing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $122,320,436
- Discretionary: $122,320,436
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 163 | $49,140,590 |
| High net worth individuals | 41 | $72,324,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $855,846 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [pegasusfg.com](https://pegasusfg.com)
- Facebook @PEGASUSFINANCIALGROUPLLC

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pegasus Financial Group LLC (CRD 145127): Form ADV filing data as of October 2026.