FormDSignal
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Pelican Advisory LLC registers with the SEC (Covington, LA)

New SEC-registered adviser · CRD 330658 · 801-137207 · effective 2026-09-01

Effective 2026-09-01. 4 employees (4 advisory), $119M regulatory AUM across 265 accounts. Notice-filed in LA, MS, TX. Limited Liability Company (LA).

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.

Who this is for

  • Compliance consulting
  • RIA software (CRM, portfolio, billing)
  • Archiving & surveillance
  • Cybersecurity / managed IT
  • E&O insurance