Pelican Investment Advisors, LLC: new SEC registration, $129M AUM, Baton Rouge, LA
Pelican Investment Advisors, LLC (Baton Rouge, Louisiana): new SEC registration, $129M AUM, Baton Rouge, LA. Its amount of 129 is below the median of 134 (47th percentile). Dated 181 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, 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: 129 · 47th percentile of 1,149 NewRiaPulse records · 1.0x the median
Free preview: all 11 published fields of this record are shown below. Locked: 6 related LA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Pelican Investment Advisors, LLC |
| Legal name | Pelican Investment Advisors, LLC |
| CRD | 313227 |
| Status | Approved |
| Registered with the SEC | 2026-05-07 |
| Latest Form ADV filing | 2026-06-30 |
| Location | Baton Rouge, LA, United States |
| Regulatory AUM | $128,500,000 |
| Accounts | 272 |
| Employees | 12 |
| Website | https://pelicanadvisory.com |
| amount percentile | 47th of 1,149 (median 134, 1.0x median) |
| Peer records CSV (7 LA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-05-07
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (LA first): Fletcher Financial Group · Jcn Financial & Tax Advisory Group, LLC · Pelican Advisory LLC · Advocacy Financial LLC · Vanguard Capital 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, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Pelican Investment Advisors, LLC and 7 Louisiana peers
- Louisiana NewRiaPulse records like this one: 7
- Pelican Investment Advisors, LLC's amount: 47th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Louisiana peer: $1,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $129M under management.
- Website on file.
What is the NewRiaPulse record for Pelican Investment Advisors, LLC in Baton Rouge, Louisiana?
Pelican Investment Advisors, LLC received SEC registration as an investment adviser (2026-05-07) with $128,500,000 in regulatory assets under management, based in Baton Rouge, LA.
How does Pelican Investment Advisors, LLC compare to other Louisiana NewRiaPulse records?
Its amount of 129 is below the median (47th percentile); smaller records often move faster and face less competition. It is 181 days old; check the official source for later updates before acting.
Pelican Investment Advisors, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Pelican Investment Advisors, LLC | Baton Rouge, LA | 129 | 47th | 2026-05-07 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
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.