PELICAN ADVISORY LLC

CRD 330658File 801-137207

APPROVED

Retail clients

Filing as of Aug 25, 2026

Feed vintage Sep 8, 2026

Regulatory AUM

$119.0M

Bottom 25% of cohort (national)

Discretionary AUM

$119.0M

Clients

207

265 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: Sep 1, 2026
Principal office: 681 RIVER HIGHLAND BLVD., COVINGTON, LA, 70433
Phone: 985-237-4033
Website: https://pelicanfo.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $119.0M
Discretionary AUM: $119.0M
Non-discretionary AUM: $0
Discretionary accounts: 265
Non-discretionary accounts: 0
Total accounts: 265
AUM per client: $575K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Insurance companies	Fewer than 5	$837K
Charitable organizations	Fewer than 5	$539K
High net worth individuals	47	$70.7M
Pension and profit sharing plans	10	$3.5M
Individuals (other than high net worth individuals)	147	$43.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
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	Change
Sep 2, 2026	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “PELICAN ADVISORY” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PELICAN ADVISORY” may also match similarly-named firms). Confirm identity against each filing.

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.