Fee-only adviser · Morristown, NJ
Pegasus Asset Management Inc
Pegasus Asset Management Inc is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Morristown, New Jersey. On its latest Form ADV, filed June 12, 2026, it reports $554M in regulatory assets under management, 284 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 104766 · SEC file 801-3186 |
| Office | 44 Whippany Road Suite 101 Morristown, NJ 07960 |
| Phone | (845) 369-9422 |
| Website | www.pegasusassetmgt.com |
| Regulatory assets under management | $554M |
| Individual clients | 158 non-high-net-worth, 126 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 12, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Morristown
- Simon Quick Advisors, LLC $9.0B
- McRae Capital Management Inc. $795M
- Lavish Financial Planning $35M
- O'Dowd Asset Management LLC $43M
- Kiely Capital Management, Inc. $58M
- Blackhill Capital, Inc $2.0B
See all 10 fee-only advisers in Morristown →
Nearby
- Cedar Knolls 2 firms
- Whippany 2 firms
- Mendham 3 firms
- Florham Park 1 firm
- Chatham 1 firm
- Gillette 1 firm
- Basking Ridge 1 firm
- Parsippany 5 firms
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