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- Custodian
- Axos
- Clients
- Retail and Institutional
- Platforms
- Pathway
- Established Date
- 07-01-2007
- Office Locations
- 2
Office Locations
About Pegasus Financial Group LLC
Pegasus Financial Group is a Virginia-based advisory firm providing ongoing financial planning and investment guidance as clients’ lives and goals change, including topics like college savings, insurance, long-term care, Medicare, and retirement. Portfolios are implemented largely with public funds and ETFs, and the firm maintains a steady client-education cadence via articles, videos, and calculators; custody includes Axos.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEPHEN MICHAEL MOSS
Chief Compliance Officer, Chief Operating Officer, Owner
- CRD
- #1343419
- Ownership
- 50% but less than 75%
GAIL ANN FIALKOW
Owner
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
David Charles Slupe
Financial Planner
- CRD
- #6860814
THOMAS MCATEER WELSH
CFP®
- CRD
- #5954235
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $122,320,436 | $433,760 |
| Non-Discretionary | $0 | -- |
| Total | $122,320,436 | $433,760 |
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Separately Managed Accounts
Total SMA Asset: $122,320,436
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,035,081,884 | 55.4% |
| Equity - Exchange | $2,068,525,731 | 28.4% |
| Cash | $1,179,933,691 | 16.2% |
| Total | $7,283,541,306 | 100.0% |