Pelican Investment Advisors, LLC
Firm details
- Headquarters
- Baton Rouge, Louisiana
- CRD number
- 313227
- Registered since
- May 7, 2026
- Website
- www.piawealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- HNWI49.96%
- Pension & Profit Sharing Plans28.17%
- Individuals20.86%
- Charitable Organizations1.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Pelican Investment Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2026. The firm is owned by an individual and positions itself as a capital allocator that serves both individual and family clients as well as institutional relationships. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of third‑party advisers. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed fees and the ability to receive commissions. Pelican does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds71%
- US Government Bonds10%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds5%
- Exchange Traded Equities3%
Contacts
3 of 12
Kathryn Davis
Managing MemberCRD 5120392
Sean Davis
Registered RepresentativeCRD 4840930
Alan Comer
Investment AdvisorCRD 5024914
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Baton Rouge, LA
East Baton Rouge
Location
Baton Rouge, LA
Headquartered in Baton Rouge, LA, in the South of the United States.
- Region
- South
- County
- East Baton Rouge
- Address
- 10307 Jefferson Hwy
- Time zone
- CT (UTC-6)
- Office locations
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