Pelican Investment Advisors, Llc
- Regulatory AUM
- $129M
- Discretionary
- $128M
- Clients
- 270
- Avg AUM / client
- $476K
- Accounts
- 272
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 190 | $26.8M | 20.9% |
| High net worth individuals | 40 | $64.2M | 50.0% |
| Pension and profit sharing plans | 40 | $36.2M | 28.2% |
| Charitable organizations | Fewer than 5 clients | $1.3M | 1.01% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kevin Bernard Richardson | Co Managing Member | Jan 2021 (6y) | 10% – 25% | |
| Owens, Michelle, Richardson | Co Managing Member | Jan 2021 (6y) | 10% – 25% | |
| Randall Bernard Richardson | Co Managing Member | Jan 2021 (6y) | 10% – 25% | |
| Kathryn V Davis | Co Managing Member/Cco | CFP | Apr 2021 (5y) | 25% – 50% |
| Sean E Davis | Co Managing Member | May 2021 (5y) | 25% – 50% | |
| Alan Bryant Comer | Registered representative | May 2021 (5y) | ||
| Lesley Paul Harleaux | Registered representative | Oct 2021 (5y) | ||
| Russell Clay Taylor | Registered representative | Oct 2022 (4y) | ||
| Sean Patrick O Neill | Registered representative | Apr 2025 (1y) | ||
| Bret Patrick Boudreaux | Registered representative | Dec 2025 (1y) | ||
| Joshua Michael D'arensbourg | Registered representative | Mar 2026 (0y) | ||
| Frances A Robinson Bidwell | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $99.8M (78% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗