BATON ROUGE, LACRD 313227Registration Status: ApprovedEffective since May 7, 2026Latest ADV June 30, 2026
Pelican Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Baton Rouge, LA. Its latest Form ADV filing, dated June 30, 2026, reports $128M in regulatory assets under management, 12 employees, 4 offices, and 272 accounts.
Assets Under Management
$129M
Employees
12
Offices
4 offices
Total Clients
270
Primary office
BATON ROUGE, LA
10307 JEFFERSON HIGHWAY, SUITE A, BATON ROUGE, LA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.4% of total clients.
Top client categories% of clientsClients
1
Individuals
70.4%
190
2
HNWI
14.8%
40
3
Pension Plans
14.8%
40
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$129Mas of June 30, 2026
Discretionary99.8%
$128M
100% of total RAUM99.8%
Non-discretionary0.2%
$200K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$129M
Total Accounts272
10Y AUM Change+$129M
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee23:1
10Y Employee Change+8 (+200.0%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.