Pelican Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$114,104,504
Clients
194
Advisors
3
of 4 employees
About
Pelican Advisory is a small, family-oriented registered investment advisor that primarily works with families with at least $1 million in assets; it also advises business owners, high-net-worth individuals, and pension plans. The firm provides ongoing comprehensive financial planning, discretionary portfolio management, and implementation coordination with outside professionals to execute estate, tax, and insurance-related tasks.
The firm emphasizes an active, hands-on planning role as a “team leader,” building client-by-client investment portfolios guided by a third‑party risk tool (Riskalyze) and generally favoring ETFs to lower costs and tax impact while retaining the ability to use mutual funds, annuities, structured notes, and non‑traded securities as appropriate. Pelican commonly manages accounts on a discretionary basis, uses certain LPL advisory programs when applicable, and handles transitions of legacy securities including efforts to move clients into lower‑cost share classes when tax considerations allow.
Noteworthy distinctions include the firm’s affiliated entities and insurance capabilities: several professionals are separately licensed as independent insurance agents, and affiliated firms provide insurance implementation and tax‑planning access, which expands implementation services but also creates potential conflicts through commissions or revenue‑sharing. As a relatively new, three‑advisor firm managing about $119 million, Pelican also discloses a pending customer arbitration matter in regulatory filings, a disclosure that is less common among peers and may be relevant to prospective clients.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001+: 0.80% - - -: American Funds Accounts: Flat 0.50%
Account minimum: $100,000 (household account minimum, waivable at discretion)
Main office
681 River Highland Blvd.
Covington LA 70433
Advisors at this office
3
Most active in
Louisiana · Mississippi · Texas
Also doing business as
Pelican Advisory LLC · Pelican Family Office LLC · Pfo Consulting
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Matthew G
Series 63, Series 66
Covington, LA
Pelican Advisory LLC
Matthew Greene is a financial advisor with Pelican Advisory LLC in Covington, LA, holding Series 63 and Series 66 licenses and with 22 years of industry experience. He has worked at LPL Financial since 2012 and joined Pelican Family Office in 2024. Greene serves as an elected member of the St. Tammany Parish School Board. Pelican Advisory is a family-oriented registered investment advisor serving families with at least $1 million in assets, business owners, high-net-worth individuals, and pension plans. The firm offers comprehensive financial planning, discretionary portfolio management, and coordinates with outside professionals to execute estate, tax, and insurance-related tasks, utilizing a hands-on approach and a third-party risk tool to build client investment portfolios.
Gabriel M
Series 66
Covington, LA
Pelican Advisory LLC
Gabriel Martin is a financial advisor at Pelican Advisory LLC with a Series 66 credential and two years of industry experience. Prior to joining Pelican Advisory, he worked at LPL Financial LLC and has experience as a professional tennis instructor. Outside of his advisory role, he continues to work as a tennis instructor in Covington, LA. Pelican Advisory is a small, family-oriented registered investment advisor that serves families with at least $1 million in assets, business owners, high-net-worth individuals, and pension plans. The firm offers comprehensive financial planning, discretionary portfolio management, and coordinates with outside professionals for estate, tax, and insurance implementation.
Jack B
Series 63, Series 65
Covington, LA
Pelican Advisory LLC
Jack Branch Jr. is a financial advisor at Pelican Advisory LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pelican Family Office since 2024. His prior work includes leadership at Branch Wealth Strategies and long-term roles with THE O.N. Equity Sales Company and Ohio National Financial Services. Outside of advisory services, he is involved in managing a private aviation business as managing member of Blue Ocean LLC. Pelican Advisory is a family-oriented registered investment advisor serving families with at least $1 million in assets, business owners, high-net-worth individuals, and pension plans. The firm offers comprehensive financial planning and discretionary portfolio management, using risk assessment tools and a preference for ETFs to manage cost and tax efficiency.
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