PEGASUS FINANCIAL GROUP LLC

PEGASUS FINANCIAL GROUP LLC of CHANTILLY, VA is an SEC-registered investment adviser (CRD 145127). Regulatory assets under management: $122.3M.

Registration

• CRD: 145127
• SEC file number: 801-135939
• Type: Registered investment adviser
• Location: 4211 PLEASANT VALLEY ROAD, SUITE 260, CHANTILLY, VA, 20151
• Phone: 703-956-6662
• Latest filing: 2026-05-18
• Regulatory AUM: $122.3M
• Discretionary AUM: $122.3M
• Clients: 4
• Accounts: 282

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145127 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search