Pelican Advisory LLC

Overview

Pelican Advisory LLC is an SEC and state registered investment adviser based in Covington, LA, registered since 2024. It reports $119M in assets under management across 265 accounts, with 4 employees. It has 3 investment adviser representatives.

Reported AUM

$119M

Discretionary

100%

Accounts

265

Average account

$449K

Employees

4

Advisory reps

3

Registered since

2024

Jurisdictions

3

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 1 of 1

• Matthew Edwin Greene Owner, Chief Compliance Officer CRD 3175382

Advisory reps 3 of 3

• Jack Allen Branch Jr. Insurance Agent · Investment Adviser Rep CRD 4750894
• Matthew Edwin Greene Insurance Agent · Registered Rep · Investment Adviser Rep CRD 3175382
• Gabriel Martin Investment Adviser Rep CRD 7815903

Location

Headquarters

681 River Highlands Blvd
Covington, LA 70433

County

Saint Tammany

Metro area

New Orleans-Metairie, LA

Region

South

Registrations

• SEC and state registered
• Registered in 3 jurisdictions
• Website: pelicanfo.com

Every state, with registration dates

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