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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PELICAN INVESTMENT ADVISORS, LLC

CRD 313227

BATON ROUGE, LA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0ad8ad0b-d9b4-98b3-0d0a-aff8656cf43a

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 4
On other graphs: 0
Observed: Feb 26, 2021 to Jun 30, 2026
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.71 fund_share=0.0 institutional_share=0.29 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $129MItem 5.F on the latest filing (2026-06-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $128M
Private client RAUM: $91.0MderivedItem 5.D individuals plus high net worth individuals
Private client share: 71%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $11.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 10
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 272
Individual clients: 190
High net worth clients: 40
SEC number: 801-136209
CRD: 313227
Filings on the tape: 12
First filed: Feb 26, 2021
Latest filed: Jun 30, 2026
Organised: Limited Liability Company, LA
Website: pelicanadvisory.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Kathryn V Davis	Certified Financial Planner	BATON ROUGE, LA	5	19	3	no
SEAN E DAVIS	n/a	BATON ROUGE, LA	5	21	3	yes
ALAN Bryant COMER	n/a	BATON ROUGE, LA	5	20	3	no
RANDALL BERNARD RICHARDSON	n/a	BATON ROUGE, LA	5	28	3	yes
KEVIN BERNARD RICHARDSON	n/a	BATON ROUGE, LA	5	22	3	no
LESLEY PAUL HARLEAUX	n/a	BATON ROUGE, LA	4	16	1	no
Russell Clay Taylor	n/a	BATON ROUGE, LA	3	19	n/a	no
Sean Patrick ONeill	n/a	BATON ROUGE, LA \| Mandeville, LA	1	18	n/a	no
BRET PATRICK BOUDREAUX	n/a	BATON ROUGE, LA	0	19	7	no
FRANCES A ROBINSON-BIDWELL	n/a	BATON ROUGE, LA \| ALBUQUERQUE, NM	0	19	4	no
Philip Frank Detlefs	n/a	BATON ROUGE, LA	0	31	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Davis, Kathryn, V	CO-MANAGING MEMBER/CCO	C	yes	04/2021	Feb 26, 2021	Jun 6, 2022
DAVIS, SEAN, E	CO-MANAGING MEMBER	C	yes	06/2021	Feb 26, 2021	Jun 6, 2022
OWENS, MICHELLE, RICHARDSON	CO-MANAGING MEMBER	B	yes	01/2021	Feb 26, 2021	Jun 6, 2022
RICHARDSON, KEVIN, BERNARD	CO-MANAGING MEMBER	B	yes	01/2021	Feb 26, 2021	Jun 6, 2022
RICHARDSON, RANDALL, BERNARD	CO-MANAGING MEMBER	B	yes	01/2021	Feb 26, 2021	Jun 6, 2022

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
BATON ROUGE	La	United States	3	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 9, 2026	$129M	$128M	12	10	4	n/a	n/a
2021	Apr 22, 2022	$46.0M	$46.0M	8	7	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	1	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$129M	n/a	n/a	n/a	n/a	12	n/a	4	n/a

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LEVEL FOUR ADVISORY SERVICES	2	May 27, 2021	May 28, 2021	BATON ROUGE, LA	Team lift out	Ibd to new firm	2.0%

Relationships

Registered with (11)

← Philip Frank DetlefsAdvisorregistration: current employment
Sep 8, 2026 to presentfactForm ADV
← FRANCES A ROBINSON-BIDWELLAdvisorregistration: current employment
Jul 1, 2026 to presentfactForm ADV
← BRET PATRICK BOUDREAUXAdvisorregistration: current employment
Dec 23, 2025 to presentfactForm ADV
← Sean Patrick ONeillAdvisorregistration: current employment
Apr 1, 2025 to presentfactForm ADV
← Russell Clay TaylorAdvisorregistration: current employment
Oct 28, 2022 to presentfactForm ADV
← LESLEY PAUL HARLEAUXAdvisorregistration: current employment
Oct 14, 2021 to presentfactForm ADV
← RANDALL BERNARD RICHARDSONAdvisorregistration: current employment
Jun 22, 2021 to presentfactForm ADV
← KEVIN BERNARD RICHARDSONAdvisorregistration: current employment
Jun 22, 2021 to presentfactForm ADV
← SEAN E DAVISAdvisorregistration: current employment
May 28, 2021 to presentfactForm ADV
← ALAN Bryant COMERAdvisorregistration: current employment
May 28, 2021 to presentfactForm ADV
← Kathryn V DavisAdvisorregistration: current employment
May 17, 2021 to presentfactForm ADV

Controls (5)

← RICHARDSON, RANDALL, BERNARDOwnerCO-MANAGING MEMBER, ownership code B, individual
Feb 26, 2021 to Jun 6, 2022factForm ADV
← DAVIS, SEAN, EOwnerCO-MANAGING MEMBER, ownership code C, individual
Feb 26, 2021 to Jun 6, 2022factForm ADV
← RICHARDSON, KEVIN, BERNARDOwnerCO-MANAGING MEMBER, ownership code B, individual
Feb 26, 2021 to Jun 6, 2022factForm ADV
← Davis, Kathryn, VOwnerCO-MANAGING MEMBER/CCO, ownership code C, individual
Feb 26, 2021 to Jun 6, 2022factForm ADV
← OWENS, MICHELLE, RICHARDSONOwnerCO-MANAGING MEMBER, ownership code B, individual
Feb 26, 2021 to Jun 6, 2022factForm ADV

Moved with (1)

← LEVEL FOUR ADVISORY SERVICESRegistered adviser2 advisors, team lift out
May 27, 2021 to May 28, 2021factForm ADV

Dated events

Occurred
Oct 6, 2021
Control person joined
E Sean Davis (Co-Managing Member) appeared on Schedule A of Pelican Investment Advisors, Llc
Form ADVobserved 5 days ago
Occurred
May 12, 2021
Control person joined
Vittitow Kathryn Davis (Managing Member/Cco) appeared on Schedule A of Pelican Investment Advisors, Llc
Form ADVobserved 5 days ago
Occurred
Apr 15, 2021
Control person left
E Sean Davis (Managing Member) no longer on Schedule A of Pelican Investment Advisors, Llc (listed 2021-03-02, absent 2021-04-15)
Form ADVobserved 5 days ago
Occurred
Feb 26, 2021
First Form ADV filing
Pelican Investment Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0ad8ad0b-d9b4-98b3-0d0a-aff8656cf43a
First observed: Feb 26, 2021
Last observed: Jun 30, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PELICAN INVESTMENT ADVISORS, LLC

CRD 313227

BATON ROUGE, LA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0ad8ad0b-d9b4-98b3-0d0a-aff8656cf43a

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:25 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Kathryn V Davis

Certified Financial Planner

BATON ROUGE, LA

SEAN E DAVIS

n/a

BATON ROUGE, LA

yes

ALAN Bryant COMER

n/a

BATON ROUGE, LA

RANDALL BERNARD RICHARDSON

n/a

BATON ROUGE, LA

yes

KEVIN BERNARD RICHARDSON

n/a

BATON ROUGE, LA

LESLEY PAUL HARLEAUX

n/a

BATON ROUGE, LA

Russell Clay Taylor

n/a

BATON ROUGE, LA

n/a

Sean Patrick ONeill

n/a

BATON ROUGE, LA | Mandeville, LA

n/a

BRET PATRICK BOUDREAUX

n/a

BATON ROUGE, LA

FRANCES A ROBINSON-BIDWELL

n/a

BATON ROUGE, LA | ALBUQUERQUE, NM

Philip Frank Detlefs

n/a

BATON ROUGE, LA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Davis, Kathryn, V

CO-MANAGING MEMBER/CCO

yes

04/2021

Feb 26, 2021

Jun 6, 2022

DAVIS, SEAN, E

CO-MANAGING MEMBER

yes

06/2021

Feb 26, 2021

Jun 6, 2022

OWENS, MICHELLE, RICHARDSON

CO-MANAGING MEMBER

yes

01/2021

Feb 26, 2021

Jun 6, 2022

RICHARDSON, KEVIN, BERNARD

CO-MANAGING MEMBER

yes

01/2021

Feb 26, 2021

Jun 6, 2022

RICHARDSON, RANDALL, BERNARD

CO-MANAGING MEMBER

yes

01/2021

Feb 26, 2021

Jun 6, 2022

City

State

Country

Employees

Also broker-dealer

BATON ROUGE

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 9, 2026

$129M

$128M

n/a

2021

Apr 22, 2022

$46.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$129M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LEVEL FOUR ADVISORY SERVICES

May 27, 2021

May 28, 2021

BATON ROUGE, LA

Team lift out

Ibd to new firm

2.0%