# Pelican Advisory

Pelican Advisory is a RIA based in Baton Rouge.

## Overview

- **Organization type:** RIA
- **Headquarters:** Baton Rouge
- **Founded:** 1991
- **Assets under management:** Undisclosed
- **Website:** https://pelicanadvisory.com

## Regulatory record

- **CRD number:** 330658
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330658

## About

Pelican Advisory Group is a comprehensive risk and financial management firm located in Baton Rouge, LA. Established in 1991, it provides insurance and risk management strategies, investment and wealth management, personal and business planning, and other proprietary processes. It serves as a hub for advanced training and education for partners in estate planning, executive compensation, and taxed-leveraged strategies for affluent clients. The firm is an independent marketing group of top level producers and a boutique financial service firm.

## Sectors

- High Net Worth Families and Businesses; affluent clients

## Questions

### Where is Pelican Advisory headquartered?

No verified headquarters location has been confirmed for Pelican Advisory. The limited registry data that exists does not include a clear physical address or jurisdiction of operation. This level of obscurity is atypical but not unprecedented among family offices that use layered legal structures to preserve privacy.

## Related profiles

- [State Line Wealth Management](https://altss.com/profile/state-line-wealth-management)

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Last updated: 2026-08-11T15:07:41.444Z

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