Overview
Assets Under Management: $223 million
Headquarters: KINGSPORT, TN
High-Net-Worth Clients: 43
Average Client Assets: $3.2 million
Frequently Asked Questions
ALDEBARAN FINANCIAL INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105741), ALDEBARAN FINANCIAL INC is subject to fiduciary duty under federal law.
ALDEBARAN FINANCIAL INC is headquartered in KINGSPORT, TN.
ALDEBARAN FINANCIAL INC serves 43 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, ALDEBARAN FINANCIAL INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
ALDEBARAN FINANCIAL INC manages $223 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, ALDEBARAN FINANCIAL INC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.10%
Average Client Assets: $3.2 million
Total Client Accounts: 713
Discretionary Accounts: 713
Regulatory Filings
CRD Number: 105741
Filing ID: 2089754
Last Filing Date: 2026-03-31 15:49:22