PELICAN INVESTMENT ADVISORS, LLC

Overview

Pelican Investment Advisors, LLC is an independent registered investment adviser that focuses on managed portfolios for individuals, families and select institutional clients. The firm acts as a capital allocator, blending third‑party manager selection with direct portfolio management and financial planning. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and the selection and oversight of outside advisers. Pelican does not position itself as an ESG specialist and does not operate as a multi‑state adviser. Investment activity tilts toward pooled public funds and mutual funds as the core building blocks of client portfolios, supplemented by allocations to real estate through external managers. The firm uses a mix of fee models — percentage of AUM, hourly and fixed fees, and commission arrangements — which allows flexibility across client types and account mandates. Pelican’s legal structure is a limited liability company, it is SEC‑registered (since 2021) and organized under individual ownership.

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