PELICAN INVESTMENT ADVISORS, LLC

CRD 313227File 801-136209

APPROVED

Retail clients

Filing as of Jun 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$128.5M

Bottom 25% of cohort (national)

Discretionary AUM

$128.3M

Non-discretionary $200K

Clients

270

272 accounts

Employees

Bottom 25% of cohort in LA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: May 7, 2026
Principal office: 10307 JEFFERSON HIGHWAY, SUITE A, BATON ROUGE, LA, 70809
Phone: 225-293-9283
Website: https://piawealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $128.5M
Discretionary AUM: $128.3M
Non-discretionary AUM: $200K
Discretionary accounts: 264
Non-discretionary accounts: 8
Total accounts: 272
AUM per client: $476K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$1.3M
High net worth individuals	40	$64.2M
Pension and profit sharing plans	40	$36.2M
Individuals (other than high net worth individuals)	190	$26.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Commissions
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.