Pelican Advisory LLC: new SEC registration, $119M AUM, Covington, LA
Pelican Advisory LLC (Covington, Louisiana): new SEC registration, $119M AUM, Covington, LA. Its amount of 119 is below the median of 135 (38th percentile). Dated 65 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 119 · 38th percentile of 1,225 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 7 related LA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Pelican Advisory LLC |
| Legal name | Pelican Advisory LLC |
| CRD | 330658 |
| Status | Approved |
| Registered with the SEC | 2026-09-01 |
| Latest Form ADV filing | 2026-10-30 |
| Location | Covington, LA, United States |
| Regulatory AUM | $119,006,151 |
| Accounts | 265 |
| Employees | 4 |
| Website | https://pelicanfo.com/ |
| amount percentile | 38th of 1,225 (median 135, 0.9x median) |
| Peer records CSV (8 LA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-09-01
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (LA first): Fletcher Financial Group · Jcn Financial & Tax Advisory Group, LLC · Pelican Investment Advisors, LLC · Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Pelican Advisory LLC and 8 Louisiana peers
- Louisiana NewRiaPulse records like this one: 8
- Pelican Advisory LLC's amount: 38th percentile of 1,225 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Louisiana peer: $1,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $119M under management.
- Website on file.
What is the NewRiaPulse record for Pelican Advisory LLC in Covington, Louisiana?
Pelican Advisory LLC received SEC registration as an investment adviser (2026-09-01) with $119,006,151 in regulatory assets under management, based in Covington, LA.
How does Pelican Advisory LLC compare to other Louisiana NewRiaPulse records?
Its amount of 119 is below the median (38th percentile); smaller records often move faster and face less competition. It is 65 days old; check the official source for later updates before acting.
Pelican Advisory LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Pelican Advisory LLC | Covington, LA | 119 | 38th | 2026-09-01 |
| Von Haefen Financial Management | 128 | 46th | 2026-10-28 | |
| Retirepath Wealth, LLC | Little Rock, AR | 110 | 24th | 2026-10-20 |
| Round Table Investment Strategies, LLC | Lincoln, NE | 107 | 20th | 2026-10-22 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.