Pelican Advisory LLC
Firm details
- Headquarters
- Covington, Louisiana
- CRD number
- 330658
- Registered since
- September 1, 2026
- Website
- pelicanfo.com
- Custodians
- LPL FINANCIAL LLC, CITY NATIONAL ROCHDALE
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI59.39%
- Individuals36.49%
- Pension & Profit Sharing Plans2.96%
- Insurance Companies0.7%
- Charitable Organizations0.45%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Pelican Advisory LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on financial planning and portfolio management for individuals, families and small-business clients, and it also serves some institutional relationships. Compensation is a mix of percentage-of-AUM and fixed fees. Pelican does not identify as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Other8%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds2%
- Public Funds/Mutual Funds1%
Owners & executives
1 of 1
Gabriel Martin
CoordinatorCRD 7815903
Contacts
2 of 2
Matthew Greene
PresidentCRD 3175382
Jack Branch
Team LeaderCRD 4750894
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Covington, LA
Saint Tammany
Location
Covington, LA
Headquartered in Covington, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- Saint Tammany
- Address
- 681 River Highlands Blvd
- Time zone
- CT (UTC-6)
- Office locations
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