Pelican Investment Advisors, LLC
● SEC registered since 2026CRD 313227SEC# 801-136209Baton Rouge, LA
Reg. AUM
$128.5M
Employees
12
Accounts
272
Location
Baton Rouge, LA
Pelican Investment Advisors, LLC assets under management
Pelican Investment Advisors, LLC is a registered investment adviser overseen by the SEC based in Baton Rouge, LA. The firm has been registered since 2026. It reports $128.5 million in regulatory assets under management and employs 12 people.
Pelican Investment Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kathryn V Davis Control | Co-Managing Member/Cco | 25-50% | 2021 |
| Kevin Bernard Richardson Control | Co-Managing Member | 10-25% | 2021 |
| Michelle Richardson Owens Control | Co-Managing Member | 10-25% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Pelican Investment Advisors, LLC manage?
Pelican Investment Advisors, LLC reports $128.5 million in regulatory assets under management on its Form ADV.
How many employees does Pelican Investment Advisors, LLC have?
Pelican Investment Advisors, LLC reports 12 employees.
Where is Pelican Investment Advisors, LLC located?
Pelican Investment Advisors, LLC is based in Baton Rouge, LA and has been SEC-registered since 2026.
Does Pelican Investment Advisors, LLC disclose fund performance?
Pelican Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10307 Jefferson Highway, Suite a, Baton Rouge, LA 70809 |
| Phone | 225-293-9283 |
| Fax | 225-293-9285 |
| Office hours | 9:00 - 5:00 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$128.5MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$128.5Mregulatory AUM
Discretionary $128.3MNon-discretionary $200K