← Tributary

PELICAN ADVISORY LLC

COVINGTON, LA · CRD 330658 · IAPD ↗ · pelicanfo.com · 985-237-4033

$119.0MRegulatory AUM
4Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
October 2026 — PELICAN ADVISORY LLC (COVINGTON, LA) is newly SEC-registered with $119.0M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.