Aldebaran Financial Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Kingsport, TN. Its latest Form ADV filing, dated March 31, 2026, reports $223M in regulatory assets under management, 8 employees, and 713 accounts.
Assets Under Management
$223M
Employees
8
Offices
--
Total Clients
366
Primary office
KINGSPORT, TN
200 COLONIAL HEIGHTS ROAD, KINGSPORT, TN, United States
Top client segmentIndividuals represent 83.9% of total clients.
Top client categories% of clientsClients
1
Individuals
83.9%
307
2
HNWI
11.7%
43
3
Charitable
4.4%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$223Mas of March 31, 2026
Discretionary100.0%
$223M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$223M
Total Accounts713
10Y AUM Change$-94M (-29.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee46:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.