Data / Investment advisers / Louisiana / Pelican Advisory LLC
Pelican Advisory LLC, Covington, LA: $119 million AUM, SEC registered investment adviser
Pelican Advisory LLC is an SEC registered investment adviser with its main office in Covington, Louisiana and reports $119 million in regulatory assets under management in its Form ADV filed October 30, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 330658
- SEC file number
- 801-137207
- SEC status
- Approved, effective September 1, 2026
- Main office
- 681 River Highland Blvd., Covington, LA 70433
- Phone
- (985) 237-4033
- Website
- pelicanfo.com
- Regulatory AUM
- $119,006,151 in the Form ADV filed October 30, 2026
- Discretionary AUM
- $119,006,151
- Accounts
- 265
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- Reported: civil court actions
- Latest Form ADV filing
- October 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 47 | $70.7 million |
| Individuals (other than high net worth individuals) | 147 | $43.4 million |
| Pension and profit sharing plans | 10 | $3.5 million |
| Insurance companies | 1 | $836,770 |
| Charitable organizations | 2 | $538,819 |
Other advisers in Louisiana
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Crescent City Retirement Group | Metairie | $130.9 million | Not listed | adviserinfo.sec.gov |
| JCN Financial & Tax Advisory Group, LLC | Baton Rouge | $130.5 million | Not listed | adviserinfo.sec.gov |
| Castellano & Associates | Shreveport | $129.5 million | Not listed | adviserinfo.sec.gov |
| Pelican Investment Advisors, LLC | Baton Rouge | $128.5 million | Not listed | adviserinfo.sec.gov |
| Doucet Asset Management, LLC | New Orleans | $120.8 million | Not listed | adviserinfo.sec.gov |
| Advocacy Financial LLC | Covington | $103.4 million | Not listed | adviserinfo.sec.gov |
| Emeth Value Capital, LLC | New Orleans | $57.4 million | Not listed | adviserinfo.sec.gov |
| Big Ventures Management Company, LLC | Shreveport | Not listed | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Louisiana
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Pelican Advisory LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.