PELICAN ADVISORY LLC

PELICAN ADVISORY LLC of COVINGTON, LA is an SEC-registered investment adviser (CRD 330658). Regulatory assets under management: $119.0M.

Registration

• CRD: 330658
• SEC file number: 801-137207
• Type: Registered investment adviser
• Location: 681 RIVER HIGHLAND BLVD., COVINGTON, LA, 70433
• Phone: 985-237-4033
• Latest filing: 2026-07-31
• Regulatory AUM: $119.0M
• Discretionary AUM: $119.0M
• Clients: 4
• Accounts: 265

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330658 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search