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- Custodian
- Axos
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 204 clients, or 68 clients per representative. That equates to $599.6K in reported AUM per client.
The profile lists 2 reported office locations and 19 years in operation. The source data was last updated on May 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Pegasus Financial Group LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEPHEN MICHAEL MOSS
Chief Compliance Officer, Chief Operating Officer, Owner
- CRD
- #1343419
- Ownership
- 50% but less than 75%
GAIL ANN FIALKOW
Founder, Owner
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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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
SMA allocation detail is available
Pegasus Financial Group LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.