Aldebaran Financial Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$222,811,637
Total clients
350
12% high-net worth
Total advisors
3
of 8 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
117
Average account size
$636,605
About
Aldebaran Financial Inc. provides discretionary portfolio management and consulting to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, and other entities, delivering tailored portfolios and supervisory services. The firm also prepares certain simple client tax returns and offers limited-scope estate-planning legal services through an attorney affiliated with the firm.
The firm follows a strategic asset-allocation approach with global diversification, using both passive and active mutual funds and ETFs as well as individual stocks, municipal bonds, and options when appropriate, informed by fundamental and technical analysis and third‑party research. Portfolios are constructed to reflect each client’s objectives, income needs, and tax situation and are reviewed on a regular schedule or more frequently as market conditions or client needs dictate.
Aldebaran’s profile is notable for supporting roughly 628 clients with a three-advisor team and managing just under $200 million of discretionary assets, a client-to-advisor ratio that is higher than typical for supported firms. The combination of in‑house limited estate-planning legal services, routine tax-preparation support, active proxy-voting for client accounts, and the documented use of options in managed accounts distinguishes its service mix from many peers.
Client services
Expertise
Fee options
Fixed fees for specific services are available and negotiable
0.75% annually
Hourly charges reported in SEC Form ADV Part 1 but no specific rates stated in brochure
Minimum fee: Fixed fees for specific services are available and negotiable
Main office location
Aldebaran Financial Inc
200 Colonial Heights Road
Kingsport TN 37663, United States
Number of offices
1
Most active in
Florida · Georgia · North Carolina · South Carolina · Tennessee · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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