Pegasus Financial Group LLC

Overview

Pegasus Financial Group LLC is an independent registered investment adviser that, per its filing, became SEC-registered in 2026 and is owned by an individual. The firm serves individual and family clients and describes itself as a capital allocator that selects outside managers alongside providing direct advisory services. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, and selection of other advisers; the ADV also lists pension consulting services among the activities reported. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not listed as a multistate adviser in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives