Pelican Advisory LLC
CRD 330658SEC# 801-137207Covington, LA
No longer SEC-registered. Pelican Advisory LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$119M
Employees
4
Accounts
265
Location
Covington, LA
Pelican Advisory LLC assets under management
Pelican Advisory LLC operates as an SEC-registered investment adviser based in Covington, LA. It reports $119 million in regulatory assets under management and employs 4 people.
Pelican Advisory LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashleigh Cooper Swayze | Counsel | Under 5% | 2024 |
| Matthew Edwin Greene Control | Owner, Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Pelican Advisory LLC manage?
Pelican Advisory LLC reports $119 million in regulatory assets under management on its Form ADV.
How many employees does Pelican Advisory LLC have?
Pelican Advisory LLC reports 4 employees.
Where is Pelican Advisory LLC located?
Pelican Advisory LLC is based in Covington, LA.
Does Pelican Advisory LLC disclose fund performance?
Pelican Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 681 River Highland Blvd., Covington, LA 70433 |
| Office hours | 9-5 |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,306 advisers
EmployeesTop 69%
More than 31% of 16,824 advisers
Assets under management
$119Mregulatory AUM
Discretionary $119M