Companies often operate under a brand name that differs from their registered legal name. That is the case here, and this page exists so there is no ambiguity about it.
Pelican Family Office is the brand and public-facing name. Pelican Advisory LLC is the registered investment adviser — the legal entity that holds the firm's advisory registration and appears on regulatory filings. When you look the firm up in official registries, you will find it under Pelican Advisory LLC, with "Pelican Family Office" listed among its business names.
What each name refers to
- Pelican Family Office — the brand under which the firm communicates, publishes, and serves clients. Used on the company website (pelicanfo.com) and this portal.
- Pelican Advisory LLC — the registered investment adviser (CRD #330658, SEC file #801-137207). Investment advisory services are provided through this entity.
- Individual advisers — each adviser holds an individual public record. Where an adviser is also registered with a broker-dealer, securities are offered through that broker-dealer (for example, LPL Financial for Matthew Greene) — separate from the advisory entity. Individual records are linked from each leadership biography.
How to verify this yourself
Every registration mentioned above is public. The firm's record — including its Form ADV filings, business names, and registration status — is available on the SEC's Investment Adviser Public Disclosure site, and individual advisers can be checked on FINRA BrokerCheck. We link to both directly; no request or login is required.
Registration as an investment adviser does not imply a certain level of skill or training, and nothing on this page is an offer of advisory services.