What Pelican Family Office is
Pelican Family Office is the business name of Pelican Advisory LLC, an investment adviser registered with the U.S. Securities and Exchange Commission. Its registration became effective on September 1, 2026 (CRD 330658, SEC file 801-137207). Registration does not imply a certain level of skill or training. The firm is located at 681 River Highland Blvd, Covington, Louisiana 70433, on the Northshore of Greater New Orleans.
The firm describes itself as a multi-family office: a firm that works with more than one family and coordinates the work of each family's CPA, attorneys, financial advisor and other professionals. Its founders are Jack Branch Jr. and Matthew Greene. This page describes who funds the scholarship; it is not an offer or description of the firm's services.
Why it funds a first-generation scholarship
Pelican Family Office funds two scholarships, each $2,500 a year. This one is set aside for first-generation students, meaning neither parent or guardian completed a four-year (bachelor's) degree. The idea behind it is plain: a scholarship with no essay, no GPA screen and no financial paperwork is one fewer obstacle for a student who may be working out college without a guide at home.
How to check the sponsor's records
Every fact on this page can be confirmed from a public source:
- SEC adviser record for Pelican Advisory LLC: the registration, CRD number and filings.
- Form CRS (PDF): the firm's client relationship summary, filed with the SEC.
- pelicanfo.com: the firm's own website.
- pelicanfamilyoffice.com: the firm's information portal.
- pelicanfamilyofficeinsights.com: the firm's research and education site.
- pelicanfamilyofficescholarship.com: the firm's other scholarship.
Form CRS is a short relationship summary that SEC-registered advisers who serve retail investors must file. It is linked here only so you can confirm the sponsor's registration. You do not need to read it to apply, and nothing about the scholarship depends on it.
The scholarship stands apart from the firm's business
Applying costs nothing and creates no client or advisory relationship. The scholarship is not an offer of the firm's services, and the firm does not use it to find clients. The information you submit is used only to run the scholarship and is never used to market services. Details are in the applicant privacy notice and the official rules.
Names that are not the sponsor
Pelican Family Office is not affiliated with Pelican State Credit Union, the Pelican Institute, the New Orleans Pelicans or any CPA firm. If you see the name "Pelican" somewhere else, it is a different organization.