Pelican Investment Advisors, LLC

Overview

Pelican Investment Advisors, LLC is an SEC registered investment adviser based in Baton Rouge, LA, registered since 2021. It reports $129M in assets under management across 272 accounts, with 12 employees. It has 11 investment adviser representatives.

Reported AUM

$129M

Discretionary

100%

Accounts

272

Average account

$472K

Employees

12

Advisory reps

11

Registered since

2021

Jurisdictions

3

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Commissions, Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 5

• Kathryn V Davis Managing Member, Chief Compliance Officer CRD 5120392
• Kevin Bernard Richardson Managing Member CRD 5038681
• Michelle Richardson Owens Managing Member CRD 6126748

2 more executive officers, with direct contact details

Advisory reps 3 of 11

• Bret Patrick Boudreaux Insurance Agent · Investment Adviser Rep CRD 4043639
• Alan Bryant Comer Insurance Agent · Investment Adviser Rep CRD 5024914
• Sean Eric Davis Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4840930

8 more advisory reps, with emails, phones and branch locations

Location

Headquarters

10307 Jefferson Hwy Ste A
Baton Rouge, LA 70809

County

East Baton Rouge

Metro area

Baton Rouge, LA

Region

South

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: pelicanadvisory.com

Every state, with registration dates

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