Gabriel Martin
Pelican Family Office · Covington, Louisiana
Gabriel Martin is a fee-only financial advisor at Pelican Family Office in Covington, Louisiana. Gabriel charges a flat fee or retainer, a percentage of assets, a one-time planning fee and an ongoing planning fee and focuses on founders (pre-exit), tax planning and estate & legacy planning.
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Specialties
Who they serve
- Founders
- High earners
- Multi-generational families
Facts
| Firm | Pelican Family Office |
|---|---|
| Based in | Covington, Louisiana |
| Fee model | Flat fee or retainer · Percentage of assets · One-time planning fee · Ongoing planning fee |
| Assets under management | $119.0M across 265 accounts |
| SEC registration | Investment adviser representative in LA, MS · CRD 7815903 |
| Exams passed | Series 66 (2024) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | pelicanfo.com |
| Profile |
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Questions about Gabriel
Is Gabriel Martin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gabriel holds no broker registration, and Pelican Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gabriel charge for financial advice?
Gabriel charges a flat fee or retainer, a percentage of assets, a one-time planning fee and an ongoing planning fee.
Where is Gabriel Martin based?
Gabriel Martin is based in Covington, Louisiana.
What does Gabriel specialize in?
Gabriel's specialties include founders (pre-exit), tax planning, estate & legacy planning and family wealth transfer. Gabriel works with founders, high earners and multi-generational families.
Is Gabriel Martin registered with the SEC?
Yes. Gabriel Martin is registered as an investment adviser representative in LA and MS (CRD 7815903), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Pelican Family Office manage?
Pelican Family Office reports $119.0M across 265 accounts in assets under management.
How do I contact Gabriel Martin?
Through Gabriel's website, pelicanfo.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Pelican Family Office website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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