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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-01-2024
- Office Locations
- 1
Office Locations
About Pelican Advisory LLC
Pelican Family Office provides proactive, holistic planning for families and business owners, combining a local Proactive Planning Team with a virtual family office delivering wealth management plus tax, legal, risk mitigation, and business advisory support. Portfolios are primarily ETF-based. Securities are offered through LPL Financial, with advisory services through Pelican Family Office LLC.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 207 clients, or 51.8 clients per representative. That equates to $574.9K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on July 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Pelican Advisory LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MATTHEW EDWIN GREENE
Chief Compliance Officer, Owner, President
- CRD
- #3175382
- Ownership
- 75% or more
ASHLEIGH COOPER SWAYZE
Chief Compliance Officer, COUNSEL
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Jack Branch Jr
--
- CRD
- #4750894
Gabriel Martin
--
- CRD
- #7815903
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $119,006,151 | -- |
| Non-Discretionary | $0 | -- |
| Total | $119,006,151 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Pelican Advisory LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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